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发表于 2009-5-16 02:52 AM
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Thanks. I checked the institutional holdings on WTC from Fedility.com. Here is what I found:
Institution Name----------Shares Held---Market Value of Changed Position---% Outstanding Shares--Reporting Date
Dodge & Cox ---------------18,546,987----459,965,278---- 5.26%---- 3/31/09
T. Rowe Price Associates, Inc.---- 14,932,911---- 289,856,349---- 4.24%---- 3/31/09
Barclays Global Investors, N.A.---- 11,934,333----- 265,636,371---- 3.39%---- 3/31/09
Note the report date for all three institutions was 3/31/2009. However, the Bloomingburg information/update on 5/15 seems to imply that the institutional purchase of WTC is a recent (a few days a a few weeks) phenomenon. Your mentioning of AZO also imply that the share price of WTC will/may rock soon (or doing well like AZO). Finally, it is unclear from your information that the 14% ownership of WTC by the three institutions are additive or accumulative.
Also from fedility.com, I found that in the last three months, institutions have sold more than thay bought WTC share by a wide margin (33%).
Net Share Purchase Activity--------- Last 30 Days----- Last 3 Months----- Last 12 Months
Institution Shares Purchased---------- 6,000-------- 134,408,132------ 138,205,353
Institution Shares Sold----------- 5,283--------- 251,217,868------------ 256,875,335
Net Institution Shares Purchased----- 717------ (116,809,736)------ (118,669,982)
Change in Ownership (%) ------------.00%-------- (33.15%) ----------- (33.68%)
Obviously some institutions have been selling while these three were buying.
I do appreciate you provide this information. I am not saying that the share price of WTC will not rise or (even) rock, and I have no position on WTC. Yet we may need much more than a news item to draw (or even imply) something. |
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