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Review of Finance Vol. 17 No. 4 2013

What Does Stock Ownership Breadth Measure?

James J. Choi; Li Jin; Hongjun Yan

1 Yale School of Management and NBER, 2Oxford University Saïd Business School and Peking University Guanghua School of Management, and 3Yale School of Management

open access

Abstract

Using holdings data on a representative sample of all Shanghai Stock Exchange investors, we show that increases in ownership breadth (the fraction of market participants who own a stock) predict low returns: highest change quintile stocks underperform lowest quintile stocks by 23% per year. Small retail investors drive this result. Retail ownership breadth increases appear to be correlated with overpricing. Among institutional investors, however, the opposite holds: stocks in the top decile of wealth-weighted institutional breadth change outperform the bottom decile by 8% per year, consistent with prior work that interprets breadth as a measure of short-sales constraints.

DOI
10.1093/rof/rfs026
Volume
17
Issue
4
Pages
1239-1278
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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