Institutions profited after Chocoladefabriken Lindt & Sprüngli AG's (VTX:LISN) market cap rose CHF831m last week butindividual investors profited the most

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Key Insights

Every investor in Chocoladefabriken Lindt & Sprüngli AG (VTX:LISN) should be aware of the most powerful shareholder groups. And the group that holds the biggest piece of the pie are individual investors with 56% ownership. In other words, the group stands to gain the most (or lose the most) from their investment into the company.

While individual investors were the group that reaped the most benefits after last week’s 3.1% price gain, institutions also received a 30% cut.

Let's take a closer look to see what the different types of shareholders can tell us about Chocoladefabriken Lindt & Sprüngli.

View our latest analysis for Chocoladefabriken Lindt & Sprüngli

ownership-breakdown
SWX:LISN Ownership Breakdown June 4th 2023

What Does The Institutional Ownership Tell Us About Chocoladefabriken Lindt & Sprüngli?

Institutions typically measure themselves against a benchmark when reporting to their own investors, so they often become more enthusiastic about a stock once it's included in a major index. We would expect most companies to have some institutions on the register, especially if they are growing.

We can see that Chocoladefabriken Lindt & Sprüngli does have institutional investors; and they hold a good portion of the company's stock. This can indicate that the company has a certain degree of credibility in the investment community. However, it is best to be wary of relying on the supposed validation that comes with institutional investors. They too, get it wrong sometimes. When multiple institutions own a stock, there's always a risk that they are in a 'crowded trade'. When such a trade goes wrong, multiple parties may compete to sell stock fast. This risk is higher in a company without a history of growth. You can see Chocoladefabriken Lindt & Sprüngli's historic earnings and revenue below, but keep in mind there's always more to the story.

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SWX:LISN Earnings and Revenue Growth June 4th 2023

Hedge funds don't have many shares in Chocoladefabriken Lindt & Sprüngli. Chocoladefabriken Lindt & Sprüngli AG, ESOP is currently the largest shareholder, with 12% of shares outstanding. For context, the second largest shareholder holds about 4.1% of the shares outstanding, followed by an ownership of 3.3% by the third-largest shareholder.

A deeper look at our ownership data shows that the top 25 shareholders collectively hold less than half of the register, suggesting a large group of small holders where no single shareholder has a majority.