Global holdings of IG corporate debt totaled $2.9 trillion by those institutions that publicly filed their fixed income positions.  Net purchases were $122.3 billion, and net sales totaled $94.3 billion.  Global holdings of HY corporate debt totaled $813.8 billion by those institutions that publicly filed their fixed income positions.  Net purchases were $51.1 billion, and net sales totaled $11.4 billion.  Check out our full fixed income quarterly report for more information.

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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UnitedHealth Group Inc will buy a 90 percent stake in Amil Participacoes SA (AMIL3-BR), Brazil’s largest health insurer and hospital operator, for $4.9 billion, tapping into a fast-growing private healthcare market as challenges mount for its U.S. business. Below is a list of Amil Participacoes SA’s Top 10 Active Institutional Holders.

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.

Home Depot Inc seems to have benefited from its recent efforts to tighten cost controls and improve distribution and customer service. It beat Wall Street’s profit estimates in the second quarter and raised its fiscal year earnings outlook. Net earnings rose to $1.53 billion from $1.36 billion last year. Sales rose 1.7% to $20.57 billion and shares of HD-N rose 1.3% to $53.50 before the market opened. The company, which has stores in the United States, Canada, Mexico, and China, reported a 0.6% increase in the number of customer transactions in the second quarter. It has cut costs quicker than its main rival Lowe’s Companies Inc, whose shares were last sold for $26.55.

14 Aug 2012Richard Werkudara

See the report outlining which shareholders may be most affected.  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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