428 lines
19 KiB
Svelte
428 lines
19 KiB
Svelte
<script lang='ts'>
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import { Chart } from 'svelte-echarts'
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import { shareholderComponent, stockTicker, getCache, setCache, displayCompanyName} from '$lib/store';
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import { formatString } from '$lib/utils';
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import { abbreviateNumber } from '$lib/utils';
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import InfoModal from '$lib/components/InfoModal.svelte';
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import { init, use } from 'echarts/core'
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import { PieChart } from 'echarts/charts'
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import { GridComponent } from 'echarts/components'
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import { CanvasRenderer } from 'echarts/renderers'
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use([PieChart, GridComponent, CanvasRenderer])
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export let data;
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let isLoaded = false;
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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 rawData = {};
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let shareholderList = []
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let optionsPieChart;
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let institutionalOwner = 0;
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let otherOwner = 0;
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let topHolders = 0;
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let showFullStats = false;
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const plotPieChart = () => {
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if(rawData?.ownershipPercent !== undefined) {
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shareholderList = shareholderList?.filter(item => item?.ownership <= 100);
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topHolders = 0;
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otherOwner = 0;
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institutionalOwner = rawData?.ownershipPercent > 100 ? 99.99 : rawData?.ownershipPercent;
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otherOwner = institutionalOwner === 0 ? 0 : (100-institutionalOwner);
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topHolders = shareholderList?.slice(0,10)?.reduce((total, shareholder) => total + shareholder?.ownership, 0);
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const options = {
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animation: false,
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grid: {
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left: '0%',
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right: '0%',
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top: '0%',
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bottom: '10%',
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containLabel: true,
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},
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series: [
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{
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name: 'Shareholders',
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type: 'pie',
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radius: ['40%', '50%'],
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padAngle: 5,
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itemStyle: {
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borderRadius: 3
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},
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label: {
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show: false,
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position: 'center',
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},
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silent: true, // Disable interactivity
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data: [
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{ value: institutionalOwner, name: 'Institutions', itemStyle: { color: '#5470C6' } }, // Set color for 'Institutions'
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{ value: otherOwner, name: 'Others', itemStyle: {color: '#F8901E'} },
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]
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}
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],
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};
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return options;
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} else return null;
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}
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const getShareholders = async (ticker) => {
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// Get cached data for the specific tickerID
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const cachedData = getCache(ticker, 'getShareholders');
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if (cachedData) {
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rawData = cachedData;
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} else {
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const postData = {'ticker': ticker, path: 'shareholders'};
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// make the POST request to the endpoint
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const response = await fetch('/api/ticker-data', {
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method: 'POST',
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headers: {
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"Content-Type": "application/json"
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},
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body: JSON.stringify(postData)
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});
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rawData = await response.json();
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// Cache the data for this specific tickerID with a specific name 'getShareholders'
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setCache(ticker, rawData, 'getShareholders');
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}
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if(Object?.keys(rawData)?.length !== 0 && rawData?.shareholders?.length > 1) {
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$shareholderComponent = true
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}
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else {
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$shareholderComponent = false;
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}
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};
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$: {
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if($stockTicker && typeof window !== 'undefined')
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{
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isLoaded = false;
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showFullStats = false;
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const asyncFunctions = [
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getShareholders($stockTicker)
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];
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Promise.all(asyncFunctions)
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.then((results) => {
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shareholderList = rawData?.shareholders
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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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optionsPieChart = plotPieChart()
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})
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.catch((error) => {
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console.error('An error occurred:', error);
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});
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isLoaded = true;
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}
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}
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let charNumber = 30;
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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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<div class="flex flex-row items-center">
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<label for="shareholdersInfo" class="mr-1 cursor-pointer flex flex-row items-center text-white text-xl sm:text-3xl font-bold">
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Shareholder Breakdown
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</label>
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<InfoModal
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title={"Shareholder Breakdown"}
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content={"Institutional shareholders are large investment entities like mutual funds and pension funds that invest significant amounts in publicly traded companies. They play a big role in influencing company decisions and stock market trends."}
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id={"shareholdersInfo"}
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/>
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</div>
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{#if isLoaded}
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{#if shareholderList?.length !== 0}
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<div class="p-3 sm:p-0 mt-2 pb-8 sm:pb-2 rounded-lg bg-[#09090B] sm:bg-[#09090B]">
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<div class="text-white text-[1rem] mt-3">
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As of {new Date(rawData?.date)?.toLocaleString('en-US', { month: 'short', day: 'numeric', year: 'numeric', daySuffix: '2-digit' })},
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<span class="font-semibold">{new Intl.NumberFormat("en", {
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minimumFractionDigits: 0,
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maximumFractionDigits: 0
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}).format(rawData?.investorsHolding)}</span> Hedge Funds hold a total of <span class="font-semibold">{abbreviateNumber(rawData?.numberOf13Fshares)}</span> {$displayCompanyName} shares, with a combined investment of <span class="font-semibold">{abbreviateNumber(rawData?.totalInvested, true)}</span>.
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</div>
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{#if optionsPieChart !== null}
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<div class="flex flex-row items-center sm:-mt-5">
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<div class="app w-56">
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<Chart {init} options={optionsPieChart} class="chart w-full" />
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</div>
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<div class="flex flex-col items-center sm:pt-0 m-auto">
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<div class="flex flex-row items-center mr-auto mb-5">
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<div class="h-full transform -translate-x-1/2 " aria-hidden="true"></div>
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<div class="w-4 h-4 bg-[#F8901E] border-4 box-content border-[#27272A] rounded-full transform -translate-x-1/2" aria-hidden="true"></div>
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<span class="text-white text-sm sm:text-[1rem] font-medium inline-block">
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Others: {otherOwner >= 99.99 ? 99.99 : otherOwner?.toFixed(2)}%
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</span>
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</div>
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<div class="flex flex-row items-center mr-auto">
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<div class="h-full transform -translate-x-1/2 " aria-hidden="true"></div>
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<div class="w-4 h-4 bg-[#5470C6] border-4 box-content border-[#27272A] rounded-full transform -translate-x-1/2" aria-hidden="true"></div>
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<span class="text-white text-sm sm:text-[1rem] font-medium inline-block">
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Institutions: {institutionalOwner <= 0.01 ? "< 0.01%" : institutionalOwner?.toFixed(2)+'%'}
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</span>
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</div>
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</div>
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</div>
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{/if}
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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 sm:-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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Hedge Funds are holding {callPercentage > 55 ? 'more Calls Contracts as Puts Contracts, indicating a bullish sentiment.' : callPercentage < 45 ? 'more Puts Contracts as Calls Contracts, indicating a bearish sentiment.' : '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 class="w-full grid grid-cols-2 lg:grid-cols-3 2xl:grid-cols-4 gap-y-3 lg:gap-y-3 gap-x-3 ">
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<!--Start Put/Call-->
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<div class="flex flex-row items-center flex-wrap w-full px-3 sm:px-5 bg-[#27272A] shadow-lg rounded-md h-20">
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<div class="flex flex-col items-start">
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<span class="font-medium text-gray-200 text-sm ">Put/Call</span>
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<span class="text-start text-sm sm:text-[1rem] font-medium 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 class="size-full w-14 h-14" viewBox="0 0 36 36" xmlns="http://www.w3.org/2000/svg">
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<!-- Background Circle -->
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<circle cx="18" cy="18" r="16" fill="none" class="stroke-current text-[#3E3E3E]" stroke-width="3"></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 cx="18" cy="18" r="16" fill="none" class="stroke-current text-blue-500" stroke-width="3" stroke-dasharray="100" stroke-dashoffset={putCallRatio >=1 ? 0 : 100-(putCallRatio*100)?.toFixed(2)}></circle>
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</g>
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</svg>
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<!-- Percentage Text -->
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<div class="absolute top-1/2 start-1/2 transform -translate-y-1/2 -translate-x-1/2">
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<span class="text-center text-white text-sm">{putCallRatio?.toFixed(2)}</span>
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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 class="flex flex-row items-center flex-wrap w-full px-3 sm:px-5 bg-[#27272A] shadow-lg rounded-md h-20">
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<div class="flex flex-col items-start">
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<span class="font-medium text-gray-200 text-sm ">Call Flow</span>
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<span class="text-start text-sm sm:text-[1rem] font-medium 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 class="size-full w-14 h-14" viewBox="0 0 36 36" xmlns="http://www.w3.org/2000/svg">
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<!-- Background Circle -->
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<circle cx="18" cy="18" r="16" fill="none" class="stroke-current text-[#3E3E3E]" stroke-width="3"></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 cx="18" cy="18" r="16" fill="none" class="stroke-current text-[#00FC50]" stroke-width="3" stroke-dasharray="100" stroke-dashoffset={(100-callPercentage)?.toFixed(2)}></circle>
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</g>
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</svg>
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<!-- Percentage Text -->
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<div class="absolute top-1/2 start-1/2 transform -translate-y-1/2 -translate-x-1/2">
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<span class="text-center text-white text-sm">{callPercentage?.toFixed(0)}%</span>
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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 class="flex flex-row items-center flex-wrap w-full px-3 sm:px-5 bg-[#27272A] shadow-lg rounded-md h-20">
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<div class="flex flex-col items-start">
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<span class="font-medium text-gray-200 text-sm ">Put Flow</span>
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<span class="text-start text-sm sm:text-[1rem] font-medium 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 class="size-full w-14 h-14" viewBox="0 0 36 36" xmlns="http://www.w3.org/2000/svg">
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<!-- Background Circle -->
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<circle cx="18" cy="18" r="16" fill="none" class="stroke-current text-[#3E3E3E]" stroke-width="3"></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 cx="18" cy="18" r="16" fill="none" class="stroke-current text-[#EE5365]" stroke-width="3" stroke-dasharray="100" stroke-dashoffset={100-putPercentage}></circle>
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</g>
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</svg>
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<!-- Percentage Text -->
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<div class="absolute top-1/2 start-1/2 transform -translate-y-1/2 -translate-x-1/2">
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<span class="text-center text-white text-sm">{putPercentage?.toFixed(0)}%</span>
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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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<h3 class="text-white font-semibold text-xl sm:text-2xl mb-3 mt-5">
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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 own <span class="font-semibold">{topHolders <= 0.01 ? "< 0.01%" : topHolders?.toFixed(2)+'%'}</span>
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of the company.
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</span>
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{/if}
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<div class="flex justify-start items-center w-full m-auto mt-6 overflow-x-scroll">
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<table class="table table-sm table-compact w-full">
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<thead>
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<tr>
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<th class="text-white shadow-md font-semibold text-sm text-start bg-[#09090B]">Institute</th>
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<th class="text-white shadow-md font-semibold text-sm text-end bg-[#09090B]">Ownership</th>
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<th class="text-white shadow-md font-semibold text-sm text-end hidden sm:table-cell bg-[#09090B]">Shares</th>
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<th class="text-white shadow-md font-semibold text-sm text-end hidden sm:table-cell bg-[#09090B]">Market Value</th>
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<th class="text-white shadow-md font-semibold text-sm text-end bg-[#09090B]">Portfolio</th>
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</tr>
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</thead>
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<tbody>
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{#each (showFullStats ? shareholderList?.slice(0,10) : shareholderList?.slice(0,3)) as item,index}
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{#if item?.investorName?.length > 0}
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<tr class="border-y border-gray-800 odd:bg-[#27272A] {index === 2 && !showFullStats && shareholderList?.length > 3 ? 'opacity-[0.5]' : '' } sm:hover:bg-[#245073] sm:hover:bg-opacity-[0.2] bg-[#09090B] border-b-[#09090B]">
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<td class="font-medium text-sm sm:text-[1rem] whitespace-nowrap">
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<a href={'/hedge-funds/'+item?.cik} class="sm:hover:text-white text-blue-400">
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{item?.investorName?.length > charNumber ? formatString(item?.investorName?.slice(0,charNumber)) + "..." : formatString(item?.investorName)}
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</a>
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</td>
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<td class="text-white text-end font-medium text-sm sm:text-[1rem] whitespace-nowrap">
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{item?.ownership <= 0.01 ? "< 0.01%" : item?.ownership?.toFixed(2)+'%'}
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</td>
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<td class="text-white text-end hidden sm:table-cell font-medium text-sm sm:text-[1rem] whitespace-nowrap">
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{item?.sharesNumber !== null ? abbreviateNumber(item?.sharesNumber) : '-'}
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</td>
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<td class="text-white text-end hidden sm:table-cell font-medium text-sm sm:text-[1rem] whitespace-nowrap ">
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{item?.marketValue !== null ? "$" + abbreviateNumber(item?.marketValue) : '-'}
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</td>
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<td class="text-white text-end font-medium text-sm sm:text-[1rem] whitespace-nowrap">
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{item?.weight <= 0.01 ? "< 0.01%" : item?.weight?.toFixed(2)+'%'}
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</td>
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</tr>
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{/if}
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{/each}
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</tbody>
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</table>
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</div>
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<label on:click={() => showFullStats = !showFullStats} class="cursor-pointer flex justify-center items-center mt-5">
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<svg class="w-10 h-10 transform {showFullStats ? 'rotate-180' : ''} " xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24"><path fill="#2A323C" d="M12 2C6.48 2 2 6.48 2 12s4.48 10 10 10s10-4.48 10-10S17.52 2 12 2zm0 13.5L7.5 11l1.42-1.41L12 12.67l3.08-3.08L16.5 11L12 15.5z"/></svg>
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</label>
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{/if}
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{:else}
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<div class="flex justify-center items-center h-80">
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<div class="relative">
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<label class="bg-[#09090B] rounded-xl h-14 w-14 flex justify-center items-center absolute top-1/2 left-1/2 transform -translate-x-1/2 -translate-y-1/2">
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<span class="loading loading-spinner loading-md text-gray-400"></span>
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</label>
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</div>
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</div>
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{/if}
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</main>
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</section>
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<style>
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.app {
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height: 300px;
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max-width: 100%; /* Ensure chart width doesn't exceed the container */
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}
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@media (max-width: 640px) {
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.app {
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height: 120px;
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width: 120px;
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}
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}
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.chart {
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width: 100%;
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}
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</style> |