Nasdaq
華爾街日報Retail investors who hold 44% of Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (BMV:VOLARA) gained 5.8%, institutions profited as well
Key Insights
- Controladora Vuela Compañía de Aviación. de's significant retail investors ownership suggests that the key decisions are influenced by shareholders from the larger public
- 50% of the business is held by the top 17 shareholders
- Institutional ownership in Controladora Vuela Compañía de Aviación. de is 34%
Every investor in Controladora Vuela Compañía de Aviación, S.A.B. de C.V. (BMV:VOLARA) should be aware of the most powerful shareholder groups. The group holding the most number of shares in the company, around 44% to be precise, is retail investors. In other words, the group stands to gain the most (or lose the most) from their investment into the company.
While retail investors were the group that reaped the most benefits after last week’s 5.8% price gain, institutions also received a 34% cut.
Let's take a closer look to see what the different types of shareholders can tell us about Controladora Vuela Compañía de Aviación. de.
View our latest analysis for Controladora Vuela Compañía de Aviación. de
What Does The Institutional Ownership Tell Us About Controladora Vuela Compañía de Aviación. de?
Institutional investors commonly compare their own returns to the returns of a commonly followed index. So they generally do consider buying larger companies that are included in the relevant benchmark index.
Controladora Vuela Compañía de Aviación. de already has institutions on the share registry. Indeed, they own a respectable stake in the company. 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. It is not uncommon to see a big share price drop if two large institutional investors try to sell out of a stock at the same time. So it is worth checking the past earnings trajectory of Controladora Vuela Compañía de Aviación. de, (below). Of course, keep in mind that there are other factors to consider, too.
We note that hedge funds don't have a meaningful investment in Controladora Vuela Compañía de Aviación. de. Our data shows that Indigo Partners LLC is the largest shareholder with 18% of shares outstanding. With 4.5% and 4.4% of the shares outstanding respectively, Norges Bank Investment Management and North of South Capital LLP are the second and third largest shareholders. In addition, we found that Enrique Beltranena Mejicano, the CEO has 1.1% of the shares allocated to their name.
A closer look at our ownership figures suggests that the top 17 shareholders have a combined ownership of 50% implying that no single shareholder has a majority.
Researching institutional ownership is a good way to gauge and filter a stock's expected performance. The same can be achieved by studying analyst sentiments. There are a reasonable number of analysts covering the stock, so it might be useful to find out their aggregate view on the future.
Insider Ownership Of Controladora Vuela Compañía de Aviación. de
The definition of an insider can differ slightly between different countries, but members of the board of directors always count. The company management answer to the board and the latter should represent the interests of shareholders. Notably, sometimes top-level managers are on the board themselves.
Most consider insider ownership a positive because it can indicate the board is well aligned with other shareholders. However, on some occasions too much power is concentrated within this group.
We can see that insiders own shares in Controladora Vuela Compañía de Aviación, S.A.B. de C.V.. In their own names, insiders own Mex$501m worth of stock in the Mex$17b company. This shows at least some alignment. You can click here to see if those insiders have been buying or selling.
General Public Ownership
With a 44% ownership, the general public, mostly comprising of individual investors, have some degree of sway over Controladora Vuela Compañía de Aviación. de. While this size of ownership may not be enough to sway a policy decision in their favour, they can still make a collective impact on company policies.
Private Equity Ownership
Private equity firms hold a 18% stake in Controladora Vuela Compañía de Aviación. de. This suggests they can be influential in key policy decisions. Some might like this, because private equity are sometimes activists who hold management accountable. But other times, private equity is selling out, having taking the company public.
Next Steps:
It's always worth thinking about the different groups who own shares in a company. But to understand Controladora Vuela Compañía de Aviación. de better, we need to consider many other factors. To that end, you should be aware of the 1 warning sign we've spotted with Controladora Vuela Compañía de Aviación. de .
Ultimately the future is most important. You can access this free report on analyst forecasts for the company.
NB: Figures in this article are calculated using data from the last twelve months, which refer to the 12-month period ending on the last date of the month the financial statement is dated. This may not be consistent with full year annual report figures.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.