Tuesday, May 15, 2007

Institutional Holdings

May 15, 2007
Tyler Savery

Investors often follow institutional holdings for equities. While institutional holdings do carry a potential impact on the price of an equity (they often carry large numbers of shares), the information lags by a time frame that diminishes the value of the information. Often, a position is taken or liquidated long before anyone knows that the activity has happened.

Institutions outline their holdings within 45 days of the end of a quarter. this means that the holdings summary for Q1 is due today, May 15th. Even at that, it takes a few days for all of the information to get into the system.

Investors should look for large swings in institutional ownership. This helps gage sentiment of the equity, however, bear in mind the age of the information.

We will outline the holdings as of today, and follow up with the latest information again on Friday.


Institutional Holdings - 29.6% - 432,317,301 shares
Number of Holders - 311
New Positions - 31 - 18,953,952 shares
Increased Positions - 118 - 66,210,769 shares
Decreased Positions - 126 - 66,789,588 shares
Holders With Activity - 244 - 133,000,357 shares
Sold Out Positions - 48 - 23,465,651 shares

Largest Shareholder - Apollo


Institutional Holdings - 82.1% - 251,376,551 shares
Number of Holders - 304
New Positions - 37 - 15,250,465
Increased Positions - 141 - 56,001,030
Decreased Positions - 121 - 43,132,986
Holders With Activity - 262 - 99,134,016
Sold Out Positions - 48 - 12,412,416

Largest Shareholder - Legg Mason

Position - Long Sirius, Long XM

5/15/2007 08:56:00 AM

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