From: "Ann" <annholly@attbi.com>
Subject: Re: [CANSLIM] Institutional Ownership
Date: Wed, 31 Jul 2002 20:28:53 -0400
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But, seriously, it would be odd for WON to cite all those institutions =
and then not include them in his percentages, wouldn't it?? Hmmmm.....Or =
maybe he just includes the biggies.
So much for us puny little retail investors!
----- Original Message -----=20
From: Gene Ricci=20
To: canslim@lists.xmission.com=20
Sent: Wednesday, July 31, 2002 8:30 PM
Subject: Re: [CANSLIM] Institutional Ownership
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
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
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=20
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<DIV><FONT size=3D2>But, seriously, it would be odd for WON to cite all =
those=20
institutions and then not include them in his percentages, wouldn't it?? =
Hmmmm.....Or maybe he just includes the biggies.</FONT></DIV>
<DIV><FONT size=3D2>So much for us puny little retail =
investors!</FONT></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=3Dgenr@swbell.net href=3D"mailto:genr@swbell.net">Gene =
Ricci</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>=
</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Sent:</B> Wednesday, July 31, 2002 =
8:30=20
PM</DIV>
<DIV style=3D"FONT: 10pt arial"><B>Subject:</B> Re: [CANSLIM] =
Institutional=20
Ownership</DIV>
<DIV><BR></DIV>
<DIV><FONT face=3D"Comic Sans MS">Ann, if DGO is not counting all of =
the=20
categories from your list.... their % ownership is way understated=20
!!!!</FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></FONT> </DIV>
<DIV><FONT face=3D"Comic Sans MS">Here is the ownership data block =
from=20
DGO... </FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></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"><IMG=20
height=3D80 =
src=3D"cid:008e01c238f2$6a0eef80$70b93c18@ne2.client2.attbi.com"=20
width=3D94 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> </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> </FONT>=20
<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=20
amount is based on the floating supply of stock (total shares =
outstanding less=20
insider positions and percent held by management). This information is =
reported quarterly by approximately 250 banks </P>
<P> </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> </P>
<P><FONT face=3D"Comic Sans MS">regards,</FONT></P>
<P><FONT face=3D"Comic Sans MS">Gene</FONT></P>
<P> </P>
<P><FONT face=3D"Comic Sans MS"></FONT> </P></SPAN></FONT></DIV>
<DIV><FONT face=3D"Comic Sans MS"></FONT> </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> </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=20
investment counselors", who are included)</FONT></DIV>
<DIV> </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>=
=20
</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> </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> </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=20
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=20
institutions other than banks and mutual funds. For example, how =
about=20
pension funds and insurance companies, to name a few. I think WON =
and DGO=20
places an emphasis on mutual funds because of their research =
capabilities.=20
Like I said I could be wrong but that would explain the big =
differences=20
between mutual fund/bank ownership and the total institutional =
ownership.=20
<BR>Charley</FONT> =
</FONT></BLOCKQUOTE></BLOCKQUOTE></BLOCKQUOTE></BODY></HTML>
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