Which sectors are whales winning in? Analyze substantial shareholder (5%+ stakes) performance across NZX industries.
Cross-Sector Summary
Sector-by-Sector Performance
Ranked by total P&L. Sectors with higher win rates and average returns indicate better opportunities for substantial shareholders.
| Rank | Sector | Positions | Whales | Win Rate | Avg Return | Total P&L | Avg Holding |
|---|---|---|---|---|---|---|---|
| 1 | Healthcare 18W - 5L - 45N | 68 | 68 | 26.5% | +16.5% | +$1649.7M | 320 days (0.9 yrs) |
| 2 | Information Technology 9W - 2L - 7N | 18 | 18 | 50.0% | +126.3%⭐ | +$196.5M | 525 days (1.4 yrs) |
| 3 | Utilities 16W - 4L - 14N | 34 | 34 | 47.1% | +25.9% | +$127.2M | 421 days (1.2 yrs) |
| 4 | Materials 2W - 1L - 4N | 7 | 7 | 28.6% | +2.4% | +$3.6M | 399 days (1.1 yrs) |
| 5 | Real Estate 9W - 1L - 6N | 16 | 16 | 56.3%🏆 | +38.7% | +$3.2M | 229 days (0.6 yrs) |
| 6 | Financials 8W - 3L - 8N | 19 | 19 | 42.1% | +15.2% | $-0.3M | 622 days (1.7 yrs) |
| 7 | Communication Services 22W - 14L - 22N | 58 | 55 | 37.9% | +11.4% | $-73.2M | 417 days (1.1 yrs) |
| 8 | Industrials 9W - 19L - 23N | 51 | 51 | 17.6% | -1.7% | $-336.2M | 275 days (0.8 yrs) |
| 9 | Consumer Staples 5W - 7L - 13N | 25 | 25 | 20.0% | -4.6% | $-648.5M | 403 days (1.1 yrs) |
Best Performing Sectors
Challenging Sectors
Methodology
This sector analysis aggregates performance across all substantial shareholder positions (5%+ voting rights) where stock price data is available for P&L calculation.
- Win Rate: Percentage of positions that generated positive returns
- Avg Return: Average percentage return across all positions in the sector
- Total P&L: Sum of all gains and losses in dollar terms
- Avg Holding: Average number of days positions were held
Note: P&L calculated from entry (first substantial disclosure) to exit (last disclosure) prices. Sectors with more positions provide more statistically significant insights.
Disclaimer
Data sourced from NZX disclosures. Our datasets may not be complete and we are continuously updating and adding more data to the platform.
This analysis is provided for informational and educational purposes only. Nothing on this page constitutes financial, investment, legal, or tax advice. Always conduct your own research and consult with qualified professionals before making any investment decisions.