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Temoana
13-06-2024, 02:02 PM
Weekly, for the last 34 weeks, I have copied the NZX “Top 10 Buys” and “Top 10 Sells” from the Jarden Market Overview page into a spreadsheet to see if it tells me anything. Jarden defines the Buys as “Ranked by net value bought (total value bought less total value sold), by Jarden Direct clients, over the previous calendar week” (and vice vera for Solds). I have reversed the numbers attributed to the ranking in each week so that the most bough security (of the 10) scores 10 and the least bought scores 1, the most sold scores -10 and least sold, -1. I then keep a running total of the scores and a count of how many times a security is listed.

No shares are listed every week in these top 10’s. Some are predominantly found in the Buys and some in the Solds and many appear in either in different weeks. Over the 34 weeks, 94 different securities have appeared at least once in the top 10 Buys or Sells.

One motivation for doing this is the thought that the “average” Jarden client has similar trading interests to me and so does this show a similar pattern to my trading – answer No. So, I am not sure what to make of this data, or if it has anything meaningful to show.

I have also listed Infratil and Skellerup as they almost equally appear in the buy or sell columns over time and so end up with a near zero score.

Am I wasting my time or does anyone here see some value in this?

Most bought in the last 34 weeks Most sold


Security
Score
Count

Security
Score
Count


KFL.NZ
154
24

MEL.NZ
-125
27


HGH.NZ
149
23

CEN.NZ
-114
20


RYM.NZ
124
21

ATM.NZ
-114
24


GNE.NZ
86
17

ANZ.NZ
-107
19


SPK.NZ
71
24

WBC.NZ
-106
20


AIR.NZ
71
18

FNZ.NZ
-92
13


KPG.NZ
68
10

FPH.NZ
-87
21


FBU.NZ
64
18

MCY.NZ
-77
15


BRM.NZ
58
14

AIA.NZ
-74
17


USG.NZ
53
12

MFT.NZ
-61
19


MLN.NZ
52
9

SUM.NZ
-42
9


OCA.NZ
39
10

EBO.NZ
-42
16











IFT.NZ
8
21

SKL.NZ
-2
12

Entrep
13-06-2024, 02:03 PM
Seems to indicate retail buying poorly performing stocks and selling higher performers?

Toddy
13-06-2024, 02:30 PM
It's probably a reflection that the most sold stocks are more liquid so are easier to sell in tough times without having to take a bath.

Selling any of the stocks in the buy side in any meaningful quantity can move the price south.

Ift sits in neither column I guess.

Valuegrowth
13-06-2024, 06:17 PM
Weekly, for the last 34 weeks, I have copied the NZX “Top 10 Buys” and “Top 10 Sells” from the Jarden Market Overview page into a spreadsheet to see if it tells me anything. Jarden defines the Buys as “Ranked by net value bought (total value bought less total value sold), by Jarden Direct clients, over the previous calendar week” (and vice vera for Solds). I have reversed the numbers attributed to the ranking in each week so that the most bough security (of the 10) scores 10 and the least bought scores 1, the most sold scores -10 and least sold, -1. I then keep a running total of the scores and a count of how many times a security is listed.

No shares are listed every week in these top 10’s. Some are predominantly found in the Buys and some in the Solds and many appear in either in different weeks. Over the 34 weeks, 94 different securities have appeared at least once in the top 10 Buys or Sells.

One motivation for doing this is the thought that the “average” Jarden client has similar trading interests to me and so does this show a similar pattern to my trading – answer No. So, I am not sure what to make of this data, or if it has anything meaningful to show.

I have also listed Infratil and Skellerup as they almost equally appear in the buy or sell columns over time and so end up with a near zero score.

Am I wasting my time or does anyone here see some value in this?

Most bought in the last 34 weeks Most sold


Security
Score
Count

Security
Score
Count


KFL.NZ
154
24

MEL.NZ
-125
27


HGH.NZ
149
23

CEN.NZ
-114
20


RYM.NZ
124
21

ATM.NZ
-114
24


GNE.NZ
86
17

ANZ.NZ
-107
19


SPK.NZ
71
24

WBC.NZ
-106
20


AIR.NZ
71
18

FNZ.NZ
-92
13


KPG.NZ
68
10

FPH.NZ
-87
21


FBU.NZ
64
18

MCY.NZ
-77
15


BRM.NZ
58
14

AIA.NZ
-74
17


USG.NZ
53
12

MFT.NZ
-61
19


MLN.NZ
52
9

SUM.NZ
-42
9


OCA.NZ
39
10

EBO.NZ
-42
16











IFT.NZ
8
21

SKL.NZ
-2
12


Definitely, there’s a value. Thanks. I also one of the sellers. Stock that I sold has dropped nearly 50%.

nztx
13-06-2024, 10:29 PM
It's probably a reflection that the most sold stocks are more liquid so are easier to sell in tough times without having to take a bath.

Selling any of the stocks in the buy side in any meaningful quantity can move the price south.

Ift sits in neither column I guess.


No ratings listings on Investor Winter holiday destinations in warmer parts .. or is that due next time from Jardens ? :)

Jaa
14-06-2024, 01:52 PM
If you are looking for a similar thing but for more serious investors, have a look at the top 20 trades by Sharesight investors.

Sadly 14 of the top 20 NZX shares are Smartshares ETFs!
https://www.sharesight.com/blog/top-20-nzx-trades-may-2024/

Where only 8 of the top 20 ASX shares are ETFs. Also wow, how many people are YOLOing on Droneshield??
https://www.sharesight.com/blog/top-20-asx-trades-may-2024/