Seeking Alpha
  • bilton
    $NOK 4Q'12 Top10 13F Holdings: #1 $GS 109.36M shares held, decrease 7.02M (-6%), #2 Dodge & Cox 98M shares held, increase 14.8M (17.8%)
    2/15/13
    Reply (11)
    • Eld: Arrow went down to 12M shares, from 45M.
      2/15/13
    • Eld: All in all, there is a drop of almost 20M shares between 30.9 => 31.12 among the top 20 holders.
      2/15/13
    • bilton: #3 $MS 35.65M shares held, increase 2.9M (8.9%), #4 Capital Research Global 22.9M shares held, unchanged
      2/15/13
    • bilton: #5 T Rowe Price 22.9M shares held, increase 171.1K (0.75%), #6 Arrowstreet Capital 12.25M decrease 32.9M (-72.9%)
      2/15/13
    • bilton: #7 Susquehanna Intl 7.08M shares held, decrease 1.23M (-14.8%), #8 Credit Suisse 7.73M shares held, increase 961K (14.2%)
      2/15/13
    • bilton: #9 $C 5.98M shares held, increase 4.73M (381%), #10 $BAC 5.77M shares held, increase 1.27M (28.3%)
      2/15/13
    • bilton: $NOK Q4'12 Notable 13Fs: Coatue Mgmt (baby Tiger Philippe Lafont) 3.9M shares held, decrease 5.44M (-58.3%)
      2/15/13
    • Eld: Coatue has been reducing its short position of 0.3% in the meantime
      2/15/13
    • bilton: DE Shaw 3.4M shares held, increase 3.21M (1512%)
      2/15/13
    • bilton: $NOK 13Fs 1/2 off: Tradewinds Global 1.73M shares, decrease 1.91M (-52.5%), Ohio St Teachers Union 1.1M shares held, decrease 905K (-45.2%)
      2/15/13
    • Seppo Sahrakorpi: Interesting, DE Shaw has been shorting Nokia in Helsinki, but now below 0.5% threshold: http://bit.ly/WTyAMx
      2/15/13