Re: [CANSLIM] Institutional Ownership

From: Gene Ricci <genr@swbell.net>
Subject: Re: [CANSLIM] Institutional Ownership
Date: Wed, 31 Jul 2002 19:30:55 -0500
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Ann, if DGO is not counting all of the categories from your list.... =
their % ownership is way understated !!!!

Here is the ownership data block from DGO... =20



=20
Shares Held by Management
Represents the percent of total outstanding stock (capitalization) owned =
by company officials.=20

Item appears as "Mgmt" on the Datablock

=20

Shares Held by Banks
Represents the percentage of stock owned by institutional banks. This =
amount is based on the floating supply of stock (total shares =
outstanding less insider positions and percent held by management). This =
information is reported quarterly by approximately 250 banks=20



=20

Shares Held by Mutual Funds
Represents the percentage of stock owned by mutual funds. This amount is =
based on the floating supply of stock (total shares outstanding less =
insider positions and percent held by management).=20

Item appears as "Funds" on the Datablock of a Daily Graphs chart.



regards,

Gene






  ----- Original Message -----=20
  From: Ann=20
  To: CANSLIM Listserv=20
  Sent: Wednesday, July 31, 2002 7:03 PM
  Subject: Fw: [CANSLIM] Institutional Ownership


  I forgot to mention that they state that *not* included in the list =
are:

  newsletters
  analysts
  brokerage research reports
  investment advisory services
  (don't know the difference between that and "large investment =
counselors", who are included)

  ----- Original Message -----=20
  From: Ann=20
  To: canslim@lists.xmission.com=20
  Sent: Wednesday, July 31, 2002 8:01 PM
  Subject: Re: [CANSLIM] Institutional Ownership


  I've been taking notes on all my stocked up Investors Corners, HTMMIS =
notes, etc., and WON and his cohorts talk about institutions as:

  mutual funds
  banks
  corporate pension funds
  insurance companies
  large investment counselors
  hedge funds
  bank trust depts.
  state, charitable, and education institutions
  university endowments

  Ann
    ----- Original Message -----=20
    From: Chazmoore@aol.com=20
    To: canslim@lists.xmission.com=20
    Sent: Wednesday, July 31, 2002 7:36 PM
    Subject: Re: [CANSLIM] Institutional Ownership


    Gene: I could be wrong about this but I think there are many =
different types of institutions other than banks and mutual funds. For =
example, how about pension funds and insurance companies, to name a few. =
I think WON and DGO places an emphasis on mutual funds because of their =
research capabilities. Like I said I could be wrong but that would =
explain the big differences between mutual fund/bank ownership and the =
total institutional ownership.=20
    Charley 
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<BODY bgColor=3D#ffffff>
<DIV><FONT face=3D"Comic Sans MS">Ann, if DGO is not counting all of the =

categories from your list.... their % ownership is way understated=20
!!!!</FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></FONT>&nbsp;</DIV>
<DIV><FONT face=3D"Comic Sans MS">Here is the ownership data block from=20
DGO...&nbsp; </FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></FONT>&nbsp;</DIV>
<DIV><FONT face=3D"Comic Sans MS"><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: 'Times New Roman'; =
mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; =
mso-fareast-language: EN-US; mso-bidi-language: AR-SA"><IMG=20
height=3D80 src=3D"cid:01b301c238f2$b3038a70$6401a8c0@gene" width=3D94=20
v:shapes=3D"_x0000_i1025"></SPAN></FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: 'Times New Roman'; =
mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; =
mso-fareast-language: EN-US; mso-bidi-language: =
AR-SA"></SPAN></FONT>&nbsp;</DIV>
<DIV><FONT face=3D"Comic Sans MS"><SPAN=20
style=3D"FONT-SIZE: 12pt; FONT-FAMILY: 'Times New Roman'; =
mso-fareast-font-family: 'Times New Roman'; mso-ansi-language: EN-US; =
mso-fareast-language: EN-US; mso-bidi-language: AR-SA"><FONT=20
size=3D2>&nbsp;</FONT>
<H4 class=3Dhead2>Shares Held by Management</H4>
<P>Represents the percent of total outstanding stock (capitalization) =
owned by=20
company officials.=20
<P>Item appears as "Mgmt" on the Datablock</P>
<P><FONT size=3D2> </FONT></P>
<H4 class=3Dhead2>Shares Held by Banks</H4>
<P>Represents the percentage of stock owned by institutional banks. This =
amount=20
is based on the floating supply of stock (total shares outstanding less =
insider=20
positions and percent held by management). This information is reported=20
quarterly by approximately 250 banks </P>
<P>&nbsp;</P>
<P><FONT size=3D2> </FONT></P>
<H4 class=3Dhead2>Shares Held by Mutual Funds</H4>
<P>Represents the percentage of stock owned by mutual funds. This amount =
is=20
based on the floating supply of stock (total shares outstanding less =
insider=20
positions and percent held by management).=20
<P>Item appears as "Funds" on the Datablock of a Daily Graphs chart.</P>
<P>&nbsp;</P>
<P><FONT face=3D"Comic Sans MS">regards,</FONT></P>
<P><FONT face=3D"Comic Sans MS">Gene</FONT></P>
<P>&nbsp;</P>
<P><FONT face=3D"Comic Sans MS"></FONT>&nbsp;</P></SPAN></FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></FONT>&nbsp;</DIV>
<BLOCKQUOTE dir=3Dltr=20
style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
  <DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
  <DIV=20
  style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
  <A title=3Dannholly@attbi.com =
href=3D"mailto:annholly@attbi.com">Ann</A> </DIV>
  <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
  href=3D"mailto:canslim@lists.xmission.com">CANSLIM Listserv</A> </DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, July 31, 2002 =
7:03=20
  PM</DIV>
  <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Fw: [CANSLIM] =
Institutional=20
  Ownership</DIV>
  <DIV><BR></DIV>
  <DIV><FONT size=3D2>I forgot to mention that they state that *not* =
included in=20
  the list are:</FONT></DIV>
  <DIV><FONT size=3D2></FONT>&nbsp;</DIV>
  <DIV><FONT size=3D2>newsletters</FONT></DIV>
  <DIV><FONT size=3D2>analysts</FONT></DIV>
  <DIV><FONT size=3D2>brokerage research reports</FONT></DIV>
  <DIV><FONT size=3D2>investment advisory services</FONT></DIV>
  <DIV><FONT size=3D2>(don't know the difference between that and "large =

  investment counselors", who are included)</FONT></DIV>
  <DIV>&nbsp;</DIV>
  <DIV style=3D"FONT: 10pt arial">----- Original Message -----=20
  <DIV style=3D"BACKGROUND: #e4e4e4; font-color: black"><B>From:</B> <A=20
  title=3Dannholly@attbi.com href=3D"mailto:annholly@attbi.com">Ann</A> =
</DIV>
  <DIV><B>To:</B> <A title=3Dcanslim@lists.xmission.com=20
  =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
 </DIV>
  <DIV><B>Sent:</B> Wednesday, July 31, 2002 8:01 PM</DIV>
  <DIV><B>Subject:</B> Re: [CANSLIM] Institutional Ownership</DIV></DIV>
  <DIV><BR></DIV>
  <DIV><FONT size=3D2>I've been taking notes on all my stocked up =
Investors=20
  Corners, HTMMIS notes, etc., and WON and his cohorts talk about =
institutions=20
  as:</FONT></DIV>
  <DIV><FONT size=3D2></FONT>&nbsp;</DIV>
  <DIV><FONT size=3D2>mutual funds</FONT></DIV>
  <DIV><FONT size=3D2>banks</FONT></DIV>
  <DIV><FONT size=3D2>corporate pension funds</FONT></DIV>
  <DIV><FONT size=3D2>insurance companies</FONT></DIV>
  <DIV><FONT size=3D2>large investment counselors</FONT></DIV>
  <DIV><FONT size=3D2>hedge funds</FONT></DIV>
  <DIV><FONT size=3D2>bank trust depts.</FONT></DIV>
  <DIV><FONT size=3D2>state, charitable, and education =
institutions</FONT></DIV>
  <DIV><FONT size=3D2>university endowments</FONT></DIV>
  <DIV><FONT size=3D2></FONT>&nbsp;</DIV>
  <DIV><FONT size=3D2>Ann</FONT></DIV>
  <BLOCKQUOTE=20
  style=3D"PADDING-RIGHT: 0px; PADDING-LEFT: 5px; MARGIN-LEFT: 5px; =
BORDER-LEFT: #000000 2px solid; MARGIN-RIGHT: 0px">
    <DIV style=3D"FONT: 10pt arial">----- Original Message ----- </DIV>
    <DIV=20
    style=3D"BACKGROUND: #e4e4e4; FONT: 10pt arial; font-color: =
black"><B>From:</B>=20
    <A title=3DChazmoore@aol.com=20
    href=3D"mailto:Chazmoore@aol.com">Chazmoore@aol.com</A> </DIV>
    <DIV style=3D"FONT: 10pt arial"><B>To:</B> <A =
title=3Dcanslim@lists.xmission.com=20
    =
href=3D"mailto:canslim@lists.xmission.com">canslim@lists.xmission.com</A>=
=20
    </DIV>
    <DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, July 31, =
2002 7:36=20
    PM</DIV>
    <DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
Institutional=20
    Ownership</DIV>
    <DIV><BR></DIV><FONT face=3Darial,helvetica><FONT size=3D2>Gene: I =
could be=20
    wrong about this but I think there are many different types of =
institutions=20
    other than banks and mutual funds. For example, how about pension =
funds and=20
    insurance companies, to name a few. I think WON and DGO places an =
emphasis=20
    on mutual funds because of their research capabilities. Like I said =
I could=20
    be wrong but that would explain the big differences between mutual =
fund/bank=20
    ownership and the total institutional ownership. <BR>Charley</FONT>=20
  </FONT></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>

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