eMaxx Bond Holders

The eMaxx dataset from Refinitiv provides a comprehensive view of institutional holdings within North American corporate bonds (similar to 13-F filings that detail institutional holdings for individual stocks). The data provides fund holdings within individual bonds. Researchers can aggregate bond holdings to the firm level if needed. A variety of additional variables are available including fund name, bond cusip, bond coupon, bond maturity, and bond credit ratings that could be useful for linking to other databases. The holdings data is at the quarterly level from the first quarter of 1999 through the fourth quarter of 2022. File format: ASCII text

路孚特（Refinitiv）推出的eMaxx数据集全面覆盖了北美公司债券市场的机构持仓情况，其功能与用于披露个股机构持仓的13-F申报文件（13-F filings）类似。该数据集包含单只债券维度的基金持仓数据，研究人员可根据需求将债券持仓聚合至公司层面。数据集附带多种可用附加变量，包括基金名称、债券CUSIP码（bond cusip）、债券票面利率、债券到期期限以及债券信用评级，可用于与其他数据库进行关联匹配。该持仓数据为季度级别的统计样本，时间跨度覆盖1999年第一季度至2022年第四季度。文件格式：ASCII文本