598 lines
20 KiB
Svelte
598 lines
20 KiB
Svelte
<script lang="ts">
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import { displayCompanyName, stockTicker } from "$lib/store";
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import {
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abbreviateNumber,
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removeCompanyStrings,
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formatString,
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} from "$lib/utils";
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import { onMount } from "svelte";
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import TableHeader from "$lib/components/Table/TableHeader.svelte";
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import DownloadData from "$lib/components/DownloadData.svelte";
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import UpgradeToPro from "$lib/components/UpgradeToPro.svelte";
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import highcharts from "$lib/highcharts.ts";
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export let data;
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let rawData = data?.getShareholderData || {};
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let callPercentage;
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let putPercentage;
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let totalCalls;
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let totalPuts;
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let putCallRatio;
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let shareholderList = rawData?.shareholders;
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let displayList = shareholderList?.slice(0, 50);
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let config;
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let topHolders = 0;
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function plotData() {
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let institutionalOwner =
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rawData?.ownershipPercent > 100 ? 99.99 : rawData?.ownershipPercent || 0;
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let otherOwner = institutionalOwner === 0 ? 0 : 100 - institutionalOwner;
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const options = {
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chart: {
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type: "bar",
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backgroundColor: "#09090B",
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plotBackgroundColor: "#09090B",
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height: 360, // Set the maximum height for the chart
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animation: false,
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},
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credits: { enabled: false },
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legend: {
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enabled: true,
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animation: false,
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itemStyle: { color: "#fff" },
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},
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title: {
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text: `<h3 class="mt-3 mb-1 text-center">${removeCompanyStrings($displayCompanyName)} Ownership Distribution</h3>`,
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useHTML: true,
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style: { color: "white" },
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},
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xAxis: {
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categories: [""],
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animation: false,
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},
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yAxis: {
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title: { text: null, style: { color: "#fff" } },
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opposite: true,
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gridLineWidth: 1,
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gridLineColor: "#111827",
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labels: {
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formatter: function () {
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return this?.value + "%";
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},
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style: { color: "#fff" },
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},
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tickPositioner: function () {
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// Create custom tick positions with wider spacing
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const positions = [];
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const info = this.getExtremes();
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const tickCount = 3; // Reduce number of ticks displayed
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const interval = Math.floor((info.max - info.min) / tickCount);
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for (let i = 0; i <= tickCount; i++) {
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positions.push(info.min + i * interval);
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}
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return positions;
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},
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},
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tooltip: {
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enabled: false,
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},
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plotOptions: {
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series: {
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color: "white",
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animation: false,
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dataLabels: {
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enabled: false,
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color: "white",
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style: {
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fontSize: "13px",
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fontWeight: "bold",
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},
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},
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},
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},
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series: [
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{
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name: "Institutional Owner",
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data: [institutionalOwner],
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animation: false,
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color: "#1E40AF",
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borderColor: "#1E40AF",
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borderRadius: "1px",
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},
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{
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name: "Others",
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data: [otherOwner],
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animation: false,
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color: "#D97706",
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borderColor: "#D97706",
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borderRadius: "1px",
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},
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],
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};
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return options;
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}
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totalCalls = rawData?.totalCalls ?? 0;
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totalPuts = rawData?.totalPuts ?? 0;
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if (totalCalls + totalPuts !== 0) {
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callPercentage = (100 * totalCalls) / (totalCalls + totalPuts);
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putPercentage = 100 - callPercentage;
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putCallRatio = rawData?.putCallRatio;
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} else {
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callPercentage = 0;
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putPercentage = 0;
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putCallRatio = 0;
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}
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config = plotData();
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let charNumber = 30;
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async function handleScroll() {
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const scrollThreshold = document.body.offsetHeight * 0.8; // 80% of the website height
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const isBottom = window.innerHeight + window.scrollY >= scrollThreshold;
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if (isBottom && displayList?.length !== shareholderList?.length) {
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const nextIndex = displayList?.length;
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const filteredNewResults = shareholderList?.slice(
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nextIndex,
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nextIndex + 50,
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);
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displayList = [...displayList, ...filteredNewResults];
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}
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}
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onMount(async () => {
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window.addEventListener("scroll", handleScroll);
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return () => {
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window.removeEventListener("scroll", handleScroll);
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};
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});
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let columns = [
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{ key: "investorName", label: "Institute", align: "left" },
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{ key: "ownership", label: "Ownership", align: "right" },
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{ key: "sharesNumber", label: "Shares", align: "right" },
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{
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key: "changeInSharesNumberPercentage",
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label: "Shares % Change",
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align: "right",
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},
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{ key: "marketValue", label: "Market Value", align: "right" },
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{ key: "weight", label: "Portfolio", align: "right" },
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];
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let sortOrders = {
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investorName: { order: "none", type: "string" },
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ownership: { order: "none", type: "number" },
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sharesNumber: { order: "none", type: "number" },
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changeInSharesNumberPercentage: { order: "none", type: "number" },
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marketValue: { order: "none", type: "number" },
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weight: { order: "none", type: "number" },
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};
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const sortData = (key) => {
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// Reset all other keys to 'none' except the current key
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for (const k in sortOrders) {
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if (k !== key) {
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sortOrders[k].order = "none";
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}
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}
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// Cycle through 'none', 'asc', 'desc' for the clicked key
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const orderCycle = ["none", "asc", "desc"];
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let originalData = shareholderList;
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const currentOrderIndex = orderCycle.indexOf(sortOrders[key].order);
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sortOrders[key].order =
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orderCycle[(currentOrderIndex + 1) % orderCycle.length];
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const sortOrder = sortOrders[key].order;
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// Reset to original data when 'none' and stop further sorting
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if (sortOrder === "none") {
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displayList = [...originalData]?.slice(0, 50); // Reset to original data (spread to avoid mutation)
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return;
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}
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// Define a generic comparison function
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const compareValues = (a, b) => {
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const { type } = sortOrders[key];
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let valueA, valueB;
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switch (type) {
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case "date":
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valueA = new Date(a[key]);
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valueB = new Date(b[key]);
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break;
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case "string":
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valueA = a[key].toUpperCase();
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valueB = b[key].toUpperCase();
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return sortOrder === "asc"
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? valueA.localeCompare(valueB)
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: valueB.localeCompare(valueA);
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case "number":
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default:
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valueA = parseFloat(a[key]);
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valueB = parseFloat(b[key]);
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break;
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}
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if (sortOrder === "asc") {
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return valueA < valueB ? -1 : valueA > valueB ? 1 : 0;
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} else {
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return valueA > valueB ? -1 : valueA < valueB ? 1 : 0;
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}
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};
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// Sort using the generic comparison function
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displayList = [...originalData].sort(compareValues)?.slice(0, 50);
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};
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</script>
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<section class="overflow-hidden text-white h-full pb-8">
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<main class="overflow-hidden">
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{#if shareholderList?.length !== 0}
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<div class="text-white text-[1rem] mt-3">
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<p>
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Total Institutes of {rawData?.investorsHolding?.toLocaleString(
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"en-US",
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)} in {removeCompanyStrings($displayCompanyName)}
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{rawData?.investorsHoldingChange >= 0
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? "expanded their positions with an increase of"
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: "reduced their positions with a decrease of"}
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<span class="font-semibold"
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>{Math.abs(rawData?.investorsHoldingChange)}</span
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>
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investors compared to the previous quarter.
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{rawData?.numberOf13FsharesChange >= 0
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? "An additional"
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: "A reduction of"}
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<span class="font-semibold">
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{@html abbreviateNumber(
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Math.abs(rawData?.numberOf13FsharesChange),
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false,
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true,
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)}
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</span>
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shares, as total invested capital {rawData?.totalInvestedChange >= 0
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? "grew by"
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: "declined by"}
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<span class="font-semibold">
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{@html abbreviateNumber(
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Math.abs(rawData?.totalInvestedChange),
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true,
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true,
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)}
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</span>
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{rawData?.ownershipPercent >= rawData?.lastOwnershipPercent
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? "with ownership percentage increasing from"
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: "with ownership percentage dropping from"}
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<span class="font-semibold"
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>{rawData?.lastOwnershipPercent?.toFixed(2)}%</span
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>
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to
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<span class="font-semibold"
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>{rawData?.ownershipPercent?.toFixed(2)}%</span
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>.
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</p>
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<div
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class="border border-gray-800 rounded w-full mt-3"
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use:highcharts={config}
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></div>
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</div>
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{#if putCallRatio !== 0}
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<h1 class="text-white font-semibold text-xl sm:text-2xl mb-3 mt-5">
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Options Activity
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</h1>
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<div class="mt-3 text-white text-md">
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Institutions are holding {callPercentage > 55
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? "more Calls Contracts as Puts Contracts, indicating a bullish sentiment."
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: callPercentage < 45
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? "more Puts Contracts as Calls Contracts, indicating a bearish sentiment."
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: "Calls/Puts contracts nearly balanced, indicating a neutral sentiment."}
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</div>
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<div class="w-full mt-5 mb-10 m-auto flex justify-center items-center">
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<div
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class="w-full grid grid-cols-2 lg:grid-cols-4 gap-y-3 lg:gap-y-3 gap-x-3"
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>
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<!--Start Put/Call-->
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<div
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class="flex flex-row items-center flex-wrap w-full px-3 sm:px-5 border border-gray-600 bg-primary rounded-md h-20"
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>
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<div class="flex flex-col items-start">
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<span class=" text-white text-sm sm:text-[1rem]">Put/Call</span>
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<span class="text-start text-sm sm:text-[1rem] text-white">
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{putCallRatio?.toFixed(3)}
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</span>
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</div>
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<!-- Circular Progress -->
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<div class="relative size-14 ml-auto">
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<svg
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class="size-full w-14 h-14"
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viewBox="0 0 36 36"
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xmlns="http://www.w3.org/2000/svg"
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>
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<!-- Background Circle -->
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<circle
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cx="18"
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cy="18"
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r="16"
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fill="none"
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class="stroke-current text-[#3E3E3E]"
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stroke-width="3"
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></circle>
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<!-- Progress Circle inside a group with rotation -->
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<g class="origin-center -rotate-90 transform">
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<circle
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cx="18"
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cy="18"
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r="16"
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fill="none"
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class="stroke-current text-blue-500"
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stroke-width="3"
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stroke-dasharray="100"
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stroke-dashoffset={putCallRatio >= 1
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? 0
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: 100 - (putCallRatio * 100)?.toFixed(2)}
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></circle>
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</g>
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</svg>
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<!-- Percentage Text -->
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<div
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class="absolute top-1/2 start-1/2 transform -translate-y-1/2 -translate-x-1/2"
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>
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<span class="text-center text-white text-sm"
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>{putCallRatio?.toFixed(2)}</span
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>
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</div>
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</div>
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<!-- End Circular Progress -->
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</div>
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<!--End Put/Call-->
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<!--Start Call Flow-->
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<div
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class="flex flex-row items-center flex-wrap w-full px-3 sm:px-5 border border-gray-600 bg-primary rounded-md h-20"
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>
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<div class="flex flex-col items-start">
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<span class=" text-white text-sm sm:text-[1rem]">Call Flow</span
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>
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<span class="text-start text-sm sm:text-[1rem] text-white">
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{new Intl.NumberFormat("en", {
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minimumFractionDigits: 0,
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maximumFractionDigits: 0,
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}).format(rawData?.totalCalls)}
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</span>
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</div>
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<!-- Circular Progress -->
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<div class="relative size-14 ml-auto">
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<svg
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class="size-full w-14 h-14"
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viewBox="0 0 36 36"
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xmlns="http://www.w3.org/2000/svg"
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>
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<!-- Background Circle -->
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<circle
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cx="18"
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cy="18"
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r="16"
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fill="none"
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class="stroke-current text-[#3E3E3E]"
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stroke-width="3"
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></circle>
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<!-- Progress Circle inside a group with rotation -->
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<g class="origin-center -rotate-90 transform">
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<circle
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cx="18"
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cy="18"
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r="16"
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fill="none"
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class="stroke-current text-[#00FC50]"
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stroke-width="3"
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stroke-dasharray="100"
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stroke-dashoffset={(100 - callPercentage)?.toFixed(2)}
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></circle>
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</g>
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</svg>
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<!-- Percentage Text -->
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<div
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class="absolute top-1/2 start-1/2 transform -translate-y-1/2 -translate-x-1/2"
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>
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<span class="text-center text-white text-sm"
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>{callPercentage?.toFixed(0)}%</span
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>
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</div>
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</div>
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<!-- End Circular Progress -->
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</div>
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<!--End Call Flow-->
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<!--Start Put Flow-->
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<div
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class="flex flex-row items-center flex-wrap w-full px-3 sm:px-5 border border-gray-600 bg-primary rounded-md h-20"
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>
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<div class="flex flex-col items-start">
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<span class=" text-white text-sm sm:text-[1rem]">Put Flow</span>
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<span class="text-start text-sm sm:text-[1rem] text-white">
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{new Intl.NumberFormat("en", {
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minimumFractionDigits: 0,
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maximumFractionDigits: 0,
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}).format(rawData?.totalPuts)}
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</span>
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</div>
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<!-- Circular Progress -->
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<div class="relative size-14 ml-auto">
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<svg
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class="size-full w-14 h-14"
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viewBox="0 0 36 36"
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xmlns="http://www.w3.org/2000/svg"
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>
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<!-- Background Circle -->
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<circle
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cx="18"
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cy="18"
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r="16"
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fill="none"
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class="stroke-current text-[#3E3E3E]"
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stroke-width="3"
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></circle>
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<!-- Progress Circle inside a group with rotation -->
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<g class="origin-center -rotate-90 transform">
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<circle
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cx="18"
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cy="18"
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r="16"
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fill="none"
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class="stroke-current text-[#EE5365]"
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stroke-width="3"
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stroke-dasharray="100"
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stroke-dashoffset={100 - putPercentage}
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></circle>
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</g>
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</svg>
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<!-- Percentage Text -->
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<div
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class="absolute top-1/2 start-1/2 transform -translate-y-1/2 -translate-x-1/2"
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>
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<span class="text-center text-white text-sm"
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>{putPercentage?.toFixed(0)}%</span
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>
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</div>
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</div>
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<!-- End Circular Progress -->
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</div>
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<!--End Put Flow-->
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</div>
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</div>
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{/if}
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<div class="flex flex-row items-center justify-between mb-3">
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<h3 class="text-white font-semibold text-xl sm:text-2xl">
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Top Shareholders
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</h3>
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{#if topHolders !== 0}
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<span class="text-white text-[1rem">
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The Top 10 shareholders collectively own <span class="font-semibold"
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>{topHolders <= 0.01
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? "< 0.01%"
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: topHolders?.toFixed(2) + "%"}</span
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>
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of the {$displayCompanyName}
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</span>
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{/if}
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<div class="flex justify-end items-end ml-auto w-fit">
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<DownloadData
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{data}
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rawData={shareholderList}
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title={`13-institute-${$stockTicker}`}
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/>
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</div>
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</div>
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<div
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class="flex justify-start items-center w-full m-auto mt-3 overflow-x-auto"
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>
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<table
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class="table table-sm table-compact bg-table border border-gray-800 w-full"
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>
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<thead>
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<TableHeader {columns} {sortOrders} {sortData} />
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</thead>
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<tbody>
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{#each displayList as item, index}
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{#if item?.investorName?.length > 0}
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<tr
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class="border-b border-gray-800 odd:bg-odd sm:hover:bg-[#245073]/10 {index +
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1 ===
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shareholderList?.length &&
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!['Pro', 'Plus']?.includes(data?.user?.tier)
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? 'opacity-[0.1]'
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: ''}"
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>
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<td class=" text-sm sm:text-[1rem] whitespace-nowrap">
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<a
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href={"/hedge-funds/" + item?.cik}
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class="sm:hover:underline sm:hover:underline-offset-4 text-white"
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>
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{item?.investorName?.length > charNumber
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? formatString(
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item?.investorName?.slice(0, charNumber),
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) + "..."
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: formatString(item?.investorName)}
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</a>
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</td>
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<td
|
|
class="text-white text-end text-sm sm:text-[1rem] whitespace-nowrap"
|
|
>
|
|
{item?.ownership <= 0.01
|
|
? "< 0.01%"
|
|
: item?.ownership?.toFixed(2) + "%"}
|
|
</td>
|
|
|
|
<td
|
|
class="text-white text-end text-sm sm:text-[1rem] whitespace-nowrap"
|
|
>
|
|
{@html item?.sharesNumber !== null
|
|
? abbreviateNumber(item?.sharesNumber, false, true)
|
|
: "-"}
|
|
</td>
|
|
|
|
<td
|
|
class="text-white text-end text-sm sm:text-[1rem] whitespace-nowrap"
|
|
>
|
|
{#if item?.changeInSharesNumberPercentage >= 0}
|
|
<span class="text-[#00FC50]"
|
|
>+{abbreviateNumber(
|
|
item?.changeInSharesNumberPercentage?.toFixed(2),
|
|
)}%</span
|
|
>
|
|
{:else if item?.changeInSharesNumberPercentage < 0}
|
|
<span class="text-[#FF2F1F]"
|
|
>{abbreviateNumber(
|
|
item?.changeInSharesNumberPercentage?.toFixed(2),
|
|
)}%</span
|
|
>
|
|
{:else}
|
|
-
|
|
{/if}
|
|
</td>
|
|
|
|
<td
|
|
class="text-white text-end text-sm sm:text-[1rem] whitespace-nowrap"
|
|
>
|
|
{item?.marketValue !== null
|
|
? abbreviateNumber(item?.marketValue)
|
|
: "-"}
|
|
</td>
|
|
|
|
<td
|
|
class="text-white text-end text-sm sm:text-[1rem] whitespace-nowrap"
|
|
>
|
|
{item?.weight <= 0.01
|
|
? "< 0.01%"
|
|
: item?.weight?.toFixed(2) + "%"}
|
|
</td>
|
|
</tr>
|
|
{/if}
|
|
{/each}
|
|
</tbody>
|
|
</table>
|
|
</div>
|
|
|
|
<UpgradeToPro {data} />
|
|
{/if}
|
|
</main>
|
|
</section>
|