5% stake reports

Filings through 10/01

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
688
Last 30 days · 09/02–10/01
13D reports
377
Last 30 days · 09/02–10/01
First reports over 5%
252
Last 30 days · 09/02–10/01
Dropped below 5%
84
Last 30 days · 09/02–10/01

5% stake reports

Holder
Trend International Holding06/0816.9%6,054,425 sh+2.0pp
Vanguard Group03/270%0 sh−9.1pp
Capital International Investors02/130%0 sh−7.1pp
Bank of America02/1110.2%4,161,891 sh+1.0pp
Capital International Investors25/11/137.1%2,890,079 shFirst report
Bank of America25/08/139.2%3,763,259 sh+1.0pp
Trend International Holding25/05/2214.9%6,054,425 sh+2.4pp
Trend International Holding25/03/1212.5%5,071,641 sh+2.2pp
Fiduciary Management25/02/205%2,013,835 sh−1.4pp
Bank of America25/02/148.2%3,330,611 shFirst report
Fiduciary Management25/02/146.4%2,610,861 shFirst report
Wasatch Advisors25/02/110%0 shFirst report
Trend International Holding25/02/1110.3%4,170,667 shNo earlier report