15225 replies to this topic

[leo]

my bad

 

See ,other pic??

 

above pretty cryptic and difficult to extract value, my post is top percentage shareholding and/or top 6 value buying or selling. 

[JK001]

 

in order of filing:

 

Only 2 bought, rest all sold or unchanged.

 

Investor Name % Outstanding Position Position Change Value ($) Filing Date Investec Asset Management (Pty) Ltd. 2.87% 123,813,933.00 -17,370,043.00 18,906,387.57 11-10-2018 The Vanguard Group, Inc. 1.94% 83,720,717.00 -929,597.00 13,621,360.66 30-09-2018 Dimensional Fund Advisors, L.P. 1.04% 44,899,386.00 0 7,305,130.10 30-09-2018 Capital Research Global Investors 0.99% 42,834,503.00 0 6,969,173.64 30-09-2018 Charles Schwab Investment Management, Inc. 0.63% 27,014,624.00 +9,291,065.00 4,395,279.32 30-09-2018 Commerz Funds Solutions S.A. 0.20% 8,727,227.00 -4,567,864.00 1,419,919.83 30-09-2018 BlackRock Institutional Trust Company, N.A. 0.09% 3,766,969.00 +71,176.00 612,885.86 30-09-2018 BlackRock Advisors (UK) Limited 0.05% 2,272,895.00 -40,116.00 369,800.02 30-09-2018 State Street Global Advisors (US) 0.02% 991,743.00 0 161,356.59 30-09-2018 Commerzbank AG 0.01% 613,030.00 -334,187.00 99,739.98 30-09-2018 State Street Global Advisors (UK) Ltd. 0.01% 274,444.00 0 44,652.04 30-09-2018 Manulife Asset Management (US) LLC 0.00% 198,749.00 0 32,336.46 30-09-2018 Columbia Threadneedle Investments (US) 0.00% 45,290.00 -159,351.00 7,368.68 30-09-2018 BNY Mellon Asset Management North America Corporation 0.00% 22,498.00 -352.00 3,660.42 30-09-2018 PanAgora Asset Management Inc. 0.00% 14,438.00 0 2,349.06 30-09-2018 Capital World Investors 0% 0 -11,123,323.00 0 30-09-2018 State Street Global Advisors Australia Ltd. 0% 0 -7,172.00 0 30-09-2018 Wellington Management Company, LLP 0% 0 -156,014.00 0 30-09-2018 Nordea Funds Oy 0.66% 28,500,333.00 0 5,435,013.50 31-08-2018 Invesco Capital Management LLC 0.21% 9,067,293.00 0 1,729,132.78 31-08-2018

 

 

above pretty cryptic and difficult to extract value, my post is top percentage shareholding and/or top 6 value buying or selling. 

[leo]

 Capture 1.PNG   39.1KB   13 downloads

[leo]

in order of filing:

 

Only 2 bought, rest all sold or unchanged.

 

Investor Name % Outstanding Position Position Change Value ($) Filing Date Investec Asset Management (Pty) Ltd. 2.87% 123,813,933.00 -17,370,043.00 18,906,387.57 11-10-2018 The Vanguard Group, Inc. 1.94% 83,720,717.00 -929,597.00 13,621,360.66 30-09-2018 Dimensional Fund Advisors, L.P. 1.04% 44,899,386.00 0 7,305,130.10 30-09-2018 Capital Research Global Investors 0.99% 42,834,503.00 0 6,969,173.64 30-09-2018 Charles Schwab Investment Management, Inc. 0.63% 27,014,624.00 +9,291,065.00 4,395,279.32 30-09-2018 Commerz Funds Solutions S.A. 0.20% 8,727,227.00 -4,567,864.00 1,419,919.83 30-09-2018 BlackRock Institutional Trust Company, N.A. 0.09% 3,766,969.00 +71,176.00 612,885.86 30-09-2018 BlackRock Advisors (UK) Limited 0.05% 2,272,895.00 -40,116.00 369,800.02 30-09-2018 State Street Global Advisors (US) 0.02% 991,743.00 0 161,356.59 30-09-2018 Commerzbank AG 0.01% 613,030.00 -334,187.00 99,739.98 30-09-2018 State Street Global Advisors (UK) Ltd. 0.01% 274,444.00 0 44,652.04 30-09-2018 Manulife Asset Management (US) LLC 0.00% 198,749.00 0 32,336.46 30-09-2018 Columbia Threadneedle Investments (US) 0.00% 45,290.00 -159,351.00 7,368.68 30-09-2018 BNY Mellon Asset Management North America Corporation 0.00% 22,498.00 -352.00 3,660.42 30-09-2018 PanAgora Asset Management Inc. 0.00% 14,438.00 0 2,349.06 30-09-2018 Capital World Investors 0% 0 -11,123,323.00 0 30-09-2018 State Street Global Advisors Australia Ltd. 0% 0 -7,172.00 0 30-09-2018 Wellington Management Company, LLP 0% 0 -156,014.00 0 30-09-2018 Nordea Funds Oy 0.66% 28,500,333.00 0 5,435,013.50 31-08-2018 Invesco Capital Management LLC 0.21% 9,067,293.00 0 1,729,132.78 31-08-2018

 

[JK001]

Top 6: information from Fin24.

Can you pls check total holdings for the big hitters as at end September.. Not just purchases.. Tx

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Coronation Management Co - 3.93%

Vanguard - 2.97%

OppenheimerFunds -2.87%

OFI Global Asset Management, Inc. -2.87%

OppenheimerFunds Inc - 2.75%

Capital Research and Management Company- 2.28%

Edited by JK001, 22 October 2018 - 08:03 PM.

[Investment novice]

Can you pls check total holdings for the big hitters as at end September.. Not just purchases.. Tx

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[leo]

Here are some other trades:

30 September -

Coronation bought + R150 million worth of SNH
Allan Gray + R32 million
Nedgroup + R 29 million
Old Mutual +R 25 million

Capital Research and Management sold + R75 million
American Funds + R74 million

And if Investec sold SNH, uhhhh. somebody bought it.

Thought that is what is happening in the market, some buy, some sell... use your own judgement.

Interesting.....tx for the research. Will also check Thompson Reuters later

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[Investment novice]

Eish reading from a phone... Was it a on market disposal or purchase....

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[JK001]

Here are some other trades:

 

30 September -

 

Coronation bought + R150 million worth of SNH

Allan Gray + R32 million

Nedgroup + R 29 million

Old Mutual +R 25 million

 

Capital Research and Management sold + R75 million

American Funds + R74 million

 

And if Investec sold SNH,  uhhhh. somebody bought it.

 

Thought that is what is happening in the market, some buy, some sell... use your own judgement.

 

[Bubble]

Thanks Polly. 

 

Beside people ignoring fundamentals on this thread, they can't read either....

Sorry people, missed that one, not good news at all then.

[Lionelza1]

Yayyyy

[leo]

Thanks Polly. 

 

Beside people ignoring fundamentals on this thread, they can't read either....

[Polly]

Sens out.

 

Looks like Investec is buying selling more, if maybe I understand this incorrectly. Institutions starting still selling, not wanting to miss the boat that it may go to zero, or averaging down from their earlier buy this year.

 

And, Investec and MJ&clan has a long history together, so they must be in the know somehow. Absolutely correct so therefore dumping

 

PUMP, PUMP, PUMP!!! DUMP DUMP DUMP!!!

 

DISCLOSURE OF SUBSTANTIAL HOLDING NOTIFICATION
Steinhoff International Holdings N.V. (the “Company”) (together with its subsidiaries, the
“Group”)

The AFM (the Netherlands Authority for Financial Markets) has informed us on 17 October
2018 that a substantial holding notification related to our institution has been received by
the AFM.

The following notification has been disclosed in the relevant register on the AFM website:

Date of transaction: 11 October 2018

Person obliged to notify: Investec Asset Management Limited

Issuing institution: Steinhoff International Holdings N.V.

Registration Chamber of Commerce 63570173

Place of residence: Amsterdam



Distribution in numbers

Type of Number of Number of Capital Voting Manner Settle
share shares voting rights interest rights of ment
disposal                                                                                                            **************************************************************
Ordinary 123,813,933.00 123,813,933.00 Real Real Indirect In cash
share

Distribution in percentages

Type Total Directly Directly Indirectly Indirectly
holding real potential real potential
Capital interest 2.87% 0.00% 0.00% 2.87% 0.00%
Voting rights 2.87% 0.00% 0.00% 2.87% 0.00%

 

 

ON the contrary

[Investment novice]

Sens out.

Looks like Investec is buying more, if I understand this correctly. Institutions starting, not wanting to miss the boat, or averaging down from their earlier buy this year.

And, Investec and MJ&clan has a long history together, so they must be in the know somehow.

PUMP, PUMP, PUMP!!!

DISCLOSURE OF SUBSTANTIAL HOLDING NOTIFICATION
Steinhoff International Holdings N.V. (the “Company”) (together with its subsidiaries, the
“Group”)

The AFM (the Netherlands Authority for Financial Markets) has informed us on 17 October
2018 that a substantial holding notification related to our institution has been received by
the AFM.

The following notification has been disclosed in the relevant register on the AFM website:

Date of transaction: 11 October 2018

Person obliged to notify: Investec Asset Management Limited

Issuing institution: Steinhoff International Holdings N.V.

Registration Chamber of Commerce 63570173

Place of residence: Amsterdam



Distribution in numbers

Type of Number of Number of Capital Voting Manner Settle
share shares voting rights interest rights of ment
disposal
Ordinary 123,813,933.00 123,813,933.00 Real Real Indirect In cash
share

Distribution in percentages

Type Total Directly Directly Indirectly Indirectly
holding real potential real potential
Capital interest 2.87% 0.00% 0.00% 2.87% 0.00%
Voting rights 2.87% 0.00% 0.00% 2.87% 0.00%

This is significant... Why would they throw good money in a hole.... ... Say what you want... They see value...

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[leo]

Distribution in numbers

Type of Number of Number of Capital Voting Manner Settle
share shares voting rights interest rights of ment
disposal
Ordinary 123,813,933.00 123,813,933.00 Real Real Indirect In cash
share

Distribution in percentages

Type Total Directly Directly Indirectly Indirectly holding real potential real potential
Capital interest 2.87% 0.00% 0.00% 2.87% 0.00%
Voting rights 2.87% 0.00% 0.00% 2.87% 0.00%

 

 

Sens out.

 

Looks like Investec is buying more, if I understand this correctly. Institutions starting, not wanting to miss the boat, or averaging down from their earlier buy this year.

 

And, Investec and MJ&clan has a long history together, so they must be in the know somehow.

 

PUMP, PUMP, PUMP!!!

 

DISCLOSURE OF SUBSTANTIAL HOLDING NOTIFICATION
Steinhoff International Holdings N.V. (the “Company”) (together with its subsidiaries, the
“Group”)

The AFM (the Netherlands Authority for Financial Markets) has informed us on 17 October
2018 that a substantial holding notification related to our institution has been received by
the AFM.

The following notification has been disclosed in the relevant register on the AFM website:

Date of transaction: 11 October 2018

Person obliged to notify: Investec Asset Management Limited

Issuing institution: Steinhoff International Holdings N.V.

Registration Chamber of Commerce 63570173

Place of residence: Amsterdam



Distribution in numbers

Type of Number of Number of Capital Voting Manner Settle
share shares voting rights interest rights of ment
disposal
Ordinary 123,813,933.00 123,813,933.00 Real Real Indirect In cash
share

Distribution in percentages

Type Total Directly Directly Indirectly Indirectly
holding real potential real potential
Capital interest 2.87% 0.00% 0.00% 2.87% 0.00%
Voting rights 2.87% 0.00% 0.00% 2.87% 0.00%

[Bubble]

Sens out.

 

Looks like Investec is buying more, if I understand this correctly. Institutions starting, not wanting to miss the boat, or averaging down from their earlier buy this year.

 

And, Investec and MJ&clan has a long history together, so they must be in the know somehow.

 

PUMP, PUMP, PUMP!!!

 

DISCLOSURE OF SUBSTANTIAL HOLDING NOTIFICATION
Steinhoff International Holdings N.V. (the “Company”) (together with its subsidiaries, the
“Group”)

The AFM (the Netherlands Authority for Financial Markets) has informed us on 17 October
2018 that a substantial holding notification related to our institution has been received by
the AFM.

The following notification has been disclosed in the relevant register on the AFM website:

Date of transaction: 11 October 2018

Person obliged to notify: Investec Asset Management Limited

Issuing institution: Steinhoff International Holdings N.V.

Registration Chamber of Commerce 63570173

Place of residence: Amsterdam



Distribution in numbers

Type of Number of Number of Capital Voting Manner Settle
share shares voting rights interest rights of ment
disposal
Ordinary 123,813,933.00 123,813,933.00 Real Real Indirect In cash
share

Distribution in percentages

Type Total Directly Directly Indirectly Indirectly
holding real potential real potential
Capital interest 2.87% 0.00% 0.00% 2.87% 0.00%
Voting rights 2.87% 0.00% 0.00% 2.87% 0.00%

[Ms Jet]

The share will drop in my opinion. No news are expected until the 20th of November. So short sellers have a full month to press the price down slowly till this date. Short sellers will need to get out before the prior year financials are released. The next month will be paradise for short sellers as they have a full month to go stop loss fishing and slowly pushing the price down as they know Institution will wait until financials are out. Even if you look at the graph the downward trend is intakt and is expected to go down. 

I agree..thats why I pulled my money even though at a loss...If id know VEB was going to pull what they did last week would have had a lesser loss...but still glad Im out...couldn't sit and watch my funds disappear...There should be small upswing when they finalise the lock up agreement but most people are expecting it anyway...then will drop until some concrete information...horrible though for people who are stuck in but best they sit it out unless its an affordable loss..I do think will start moving up next year...but depends on how long people prepared to wait..

[andi222]

The share will drop in my opinion. No news are expected until the 20th of November. So short sellers have a full month to press the price down slowly till this date. Short sellers will need to get out before the prior year financials are released. The next month will be paradise for short sellers as they have a full month to go stop loss fishing and slowly pushing the price down as they know Institution will wait until financials are out. Even if you look at the graph the downward trend is intakt and is expected to go down. 

[leo]

The share is dead.

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[leo]

Ratex setting in

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