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Joho Capital recent buying activity in 21Vianet Group (VNET)

Posted on March 8th, 2012 by daniel

Robert Karr’s Joho Capital released a new 13G disclosing ownership in 1,617,106 shares of VNET. That’s up from 363,775 shares reported on their 12/31/2011 13F and represents a 5.37% stake in the company. They’re not the only ones showing an interest in VNET.  Matrix Partners China disclosed a 19,994,350 share position on 2/6 and Jericho […]

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Morgan Stanley increases stake in Zynga

Posted on March 8th, 2012 by daniel

Morgan Stanley just released an amended 13G disclosing ownership of 26,424,227 class A shares of ZNGA, an increase of over 10 million shares from their previous 13G filed on 1/6.  The online social gaming platform, Zynga went public in December.  Other notable funds with recent ownership positions include Tiger Global Management (7,655,958 shares on 2/14), […]

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13F ETF Stats from Q4 2011

Posted on March 5th, 2012 by daniel

With 13F filings in for Q4 2011, we can now run some stats on ETF ownership and look for any trends.  The overarching trend is that overall ETF investment continues to grow.

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Q4 2011 13F Update

Posted on February 15th, 2012 by daniel

Most 13F’s for Q4 2011 are in.  By sometime Friday the latest stats should be posted and all the other useful utilities on the site such as the Heat Map and Guru Report will be updated for the latest quarter. At the time of this article, we have received 13F’s from 3,102 distinct filers.  Of […]

Blackrock 13G filing shows 5.26% stake in Citigroup

Posted on February 9th, 2012 by daniel

We just received a new 13G from Blackrock (see original SEC filing) that shows them owning 153,885,999 shares of Citigroup representing 5.26% stake and a huge increase from the 6,688,042 shares reported on 9/30/11.  The event date is December 30, 2011 (why is this filing coming in so late?).  The closing price on Dec. 30th […]

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