5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 652; Last 30 days · 09/03–10/02
13D reports: 357; Last 30 days · 09/03–10/02
First reports over 5%: 241; Last 30 days · 09/03–10/02
Dropped below 5%: 83; Last 30 days · 09/03–10/02

5% stake reports

Affiliated Managers Group AMG

	Holder			Kind
08/12	Stanley Morgan08/12	5.5%1,458,379 sh	−1.5pp	13G passiveAmendment
04/29	Vanguard Capital Management04/29	5.19%1,386,744 sh	First report	13G passive
04/28	Vanguard Portfolio Management04/28	5.12%1,368,430 sh	First report	13G passive
03/26	Vanguard Group03/26	0%0 sh	−10.2pp	13G passiveAmendment
02/13	Clarkston Capital Partners02/13	3.21%904,119 sh	−2.0pp	13G passiveAmendment
25/10/30	Integrated Core Strategies25/10/30	3.6%1,017,113 sh	−1.7pp	13G passiveAmendment
25/06/06	Integrated Core Strategies25/06/06	5.3%1,506,104 sh	+1.0pp	13G passive
25/05/14	Integrated Core Strategies25/05/14	4.3%1,215,339 sh	First report	13G passive