From Q2 ’12 to Q3 ’12, institutional ownership of public global equity securities increased from $21.6 trillion to $22.7 trillion, an increase of 4.83%.  Institutions in the Americas hold roughly 70% of these equity assets, those in Europe, the Middle East , and Africa hold 20% of this equity, and Asian institutional investors own 10%.  Check out our full equity quarterly report for more information.

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Citing “a lost decade of shareholder value,” Carl Icahn has extended an offer to purchase all of the outstanding shares of Oshkosh Corp, pending the election of his board nominees to the OSK board.  If the buyout does eventually go through, Oshkosh’s shareholders should benefit.  Below are the top shareholders of OSK.

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As Apple Inc.’s iPhone 5 hits stores today, users are carefully examining the phone’s new features. Many new iPhone 5 owners have noticed that the new maps application from Apple is not as accurate as its Google Maps predecessor.  If this pushes sales of the phone down, Apple’s top mutual fund holders might be affected.

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After a Q2 2012 earnings miss, Leap Wireless International is taking steps to improve its free cash flow for 2013.  In particular, the company plans on outsourcing some of its internal operations and reducing its handset subsidies.  If these cost reductions do actually improve the profitability of the firm, mutual funds holdings LEAP-O should benefit.  The below chart analyzes LEAP-O mutual fund holders by investor style.

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As Google Inc continues to compete with Facebook in the mobile social media space, photo editing has become more and more important.  In order to compete with Facebook’s Instagram, Google purchased Nik Software, which makes the photo editing application Snapseed.  If Google’s investment pays off, its top shareholders should reap benefits.

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16 Aug 2012Doug Taylor

Berkshire Hathaway filed its 13F for Q2 2012, disclosing its equity investment holdings as of June 30, 2012.  At the top of the list is a $15.6Bn position in The Coca-Cola Co, representing over 20% of Berkshire’s equity portfolio holdings.  Wells Fargo and IBM follow closely behind with positions representing 18% and 17%, respectively, of the entire equity portfolio.  See the full investor profile on Berkshire Hathaway.  Check out other reports by Thomson Reuters Ownership Intelligence and follow @ownershipintel on Twitter.

Walt Disney Co posted strong Q2 2012 earnings, rising 31% for the quarter.  The company attributed its success to excellent box office sales of its movie “The Avengers” as well as improved revenue from its theme parks.  If Disney can continue to outperform, its shareholders will benefit.  Here are Disney’s top 10 active institutional investors.

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Drugmakers Pfizer Inc (PFE-N) and Johnson & Johnson (JNJ-N) decided to end further studies of a closely watched drug, bapineuzumab, aimed to treat Alzheimer’s disease after the treatment failed in a second late-stage clinical trial.

07 Aug 2012Doug Taylor

Both companies will discontinue all remaining studies of the drug, including two more late-stage trials and follow-up extension studies, in patients with mild to moderate Alzheimer’s.  The drug is designed to prevent the build-up of amyloid plaque in the brain. Both companies stated that the intravenous bapineuzumab therapy failed to improve cognitive and functional performance compared with placebo in patients who had mild to moderate Alzheimer’s.

As a result, the losses incurred by both companies will have a detrimental effect on third quarter earnings.  See the report outlining which shareholders may be most affected.  Check out other reports by Thomson Reuters Ownership Intelligence and follow @ownershipintel on Twitter.

Best Buy’s founder, Richard Schulze, has offered to take the company private.  Mr. Schulze has offered $24-$26 per share and has talked with the former CEO and COO about coming back.  Any buyout should be a boon for Best Buy’s current investors.  Here are the top 10 active institutional shareholders who would stand to benefit.  Check out other reports by Thomson Reuters Ownership Intelligence and follow @ownershipintel on Twitter.

Toyota Motor Corp announced outstanding earnings for Q2 2012.  Its Q2 operating profit was the largest quarterly operating profit in four years for the Japanese auto company.  In addition, the company increased its sales target for the remainder of 2012.  Here are the top active institutional shareholders of Toyota, all of which should be positively affected should Toyota outperform for the rest of the year.  Check out other reports by Thomson Reuters Ownership Intelligence and follow @ownershipintel on Twitter.