ChShrout

Change in Shares Outstanding — Pontiff and Woodgate 2008

Financing

Quick facts

Factor ID ChShrout
Display name Change in Shares Outstanding
Family Predictor
Category Financing
Direction lower_expected_return
Status supported
Paper Pontiff and Woodgate 2008
Source tables daily_basic
Required fields total_share
PIT required no
Coverage 2011-01-27 – 2026-05-15 · 617,458 rows · 90.1% of panel

Formula

total_share / total_share_t-252 - 1

One-year growth in total shares outstanding from Tushare daily_basic as a financing-intensity proxy.

China adaptation

Captures both seasoned equity issuance and bonus-share/split events; A-share-specific issuance routes are aggregated here and will be split out in follow-up work.

Direction-adjusted cumulative return

0.90 1.00 1.10 1.20 1.30 2011-01 2014-11 2018-09 2022-07 2026-04

Return metrics

Metric Value
Months in sample 184
Monthly mean 0.0774%
Monthly std 2.0829%
Annualized Sharpe 0.13
t-stat (simple) 0.50
Hit rate (months > 0) 53.8%
Last 12M compounded -14.11%
Cumulative wealth (start = 1) 1.108

Recent 12 months

Month L/S return Cumulative Names
2025-05 -1.84% 1.267 5046
2025-06 +0.19% 1.269 5055
2025-07 -3.65% 1.223 5057
2025-08 -1.69% 1.202 5061
2025-09 +1.67% 1.222 5069
2025-10 +2.00% 1.246 5075
2025-11 -1.96% 1.222 5081
2025-12 -1.13% 1.208 5088
2026-01 -0.08% 1.207 5095
2026-02 +0.89% 1.218 5099
2026-03 -5.45% 1.152 5104
2026-04 -3.78% 1.108 5100

Known data issues

Total share counts in Tushare are post-event so this combines several economically distinct corporate actions.

Notes

Bonus-share and split events inflate share-count growth without raising cash; an event-aware variant is planned.

See also: Financing family, Factor library, Factor returns.