Seeking Alpha
  • bilton
    $NOK 13F reductions: Ontario Teachers Pension 88% from 13.1M to 1.6M shares, BB&T Cap Mgmt 13.5% from 2.2M to 1.9M, UBS 20.5% 3M to 2.1M
    11/14/12
    Reply (12)
    • Stan Low: Insightful...The guys running Teachers have a genius track record so if they are bailing...
      11/14/12
    • bilton: New positions: Barclays BGI 930K, Tudor Investment 800K. Increased position Spot Trading 147% 450K to 1.1M
      11/14/12
    • bilton: Sold out: Renaissance Technologies 1.4M, MD Sass Investors 873K, Oak Hill 326K, Blackthorn Investment 200K
      11/14/12
    • Seppo Sahrakorpi: This is for quarter ending 09/2012 I presume. Morgan Stanley up 28M to 33M http://bit.ly/UGNcca#
      11/14/12
    • bilton: Decreased positions: Ameriprise Financial 81.89% 175K to 32K, Quantitative Mgmt 95.5% 2.3M to 102K, Synovus Financial 95.7% 250K to 11K
      11/14/12
    • agliata: @Stan Low Investors sell for any number of reasons. Let's not star spooking people.
      11/14/12
    • Seppo Sahrakorpi: Maplelane Capital up 4M to 4M, Financ Investm. and Mgmt Grp up 1.5M to 1.5M, STRS Ohio up 1M to 2M, Blackrock up 1M to 1M
      11/14/12
    • bilton: MS has quite a bet, Filings not due until tomorrow. My info from NASDAQ not the 13Fs. Will do top holders after all files are posted.
      11/14/12
    • Seppo Sahrakorpi: As an additional data point, Finnish pension funds are increasing their holdings http://seekingalpha.com/p/qhi5
      11/14/12
    • Seppo Sahrakorpi: In summary, some big institutions see NOK as a buy some see it as a sell...
      11/14/12
    • bilton: Sep, that's right. Until all filings are in and aggregated, the big picture will not be complete.
      11/14/12
    • bilton: Stan, right. Pension fund movement is usually a good indicator. We'll see
      11/14/12