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Thread: MFFAIS recent activity

  1. #1
    jmm232 is offline
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    MFFAIS recent activity

    Reporting this from where I originally posted it on Yahoo. Based on information from MFFAIS. I did not go through filings to verify their information so take this data for what its worth.

    http://www.mffais.com/siri.html

    105 new entries for 11-14
    Looks like more buyers than sellers. Most notable one to me was T Rowe Price adding 84M shares

    -----------------------------

    Interestingly, info for all longs to see. You can confirm this by taking the data from MFFAIS and putting it into a Excel spreadsheet to computer results.

    Institutions reporting during November: 244
    Current Shares Owned by these institutions: 1,118,769,462
    Share change during November by these institutions: +658,531,162

    That's right!! On average, these 244 institutions increased their positions by (658531162 / 460238300 x 100) = 143.08%

    That is not to say that all added. Some did in fact sell some or all of their positions. But those that sold were more than offset by purcahsers. The validity of this data is only as good as the MFFAIS site, but the results are encouraging.

    ------------------------------------------------

    Add/Delete by day Current shares Position Change Date

    11/14/2008 - 105 Institutions
    Added/Sold = 310,363,519
    Current Shares = 477,234,964
    Position Change = 185.99%

    11/13/2008 - 42 Institutions
    Added/Sold = 49,960,526
    Current Shares = 200,137,527
    Position Change = 33.27%

    11/12/2008 - 48 Institutions
    Added/Sold = 19,670,788
    Current Shares = 116,517,597
    Position Change = 20.31%

    11/10/2008 - 9 Institutions
    Added/Sold = 168,334,613
    Current Shares = 175,194,628
    Position Change = 2453.85%

    11/7/2008 - 18 Institutions
    Added/Sold = 14,328,893
    Current Shares = 48,462,847
    Position Change = 41.98%

    11/6/2008 - 7 Institutions
    Added/Sold = 83,302,049
    Current Shares = 84,195,545
    Position Change = 9323.16%

    11/5/2008 - 5 Institutions
    Added/Sold = 4,476,294
    Current Shares = 7,477,918
    Position Change = 149.13%

    11/4/2008 - 4 Institutions
    Added/Sold = 49,637
    Current Shares = 385,523
    Position Change = 14.78%

    11/3/2008 - 5 Institutions
    Added/Sold = 8,044,843
    Current Shares = 9,162,913
    Position Change = 719.53%

  2. #2
    jmm232 is offline
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    Gotta love this line. Those FU%#ERS!!!!!

    Goldman Sachs Group Inc Institution 0.00 % 2008-11-14 11,244,513 $2,923,573 $0 0.00 % Added More 7,023,867

  3. #3
    Keysmark is offline
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    Quote Originally Posted by jmm232 View Post
    Gotta love this line. Those FU%#ERS!!!!!

    Goldman Sachs Group Inc Institution 0.00 % 2008-11-14 11,244,513 $2,923,573 $0 0.00 % Added More 7,023,867
    I'm looking forward to an upgrade from GS and a price target increase to $.50, maybe even $1.00.

  4. #4
    APEXSPORTS is offline
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    YES IT SUCKS GOLMAN AND WIENKEEE BOY LIE MANIPULATE AND STEAL MONEY.. THEY GOT THERE BONDS THEY SHORTED THERE STOCK GOT MORE MONEY NOW THEY COVER AND GO LONG AND WILL UPGRADE ALL THE WAY BACK UP AND MAKE A KILLING AND WE ARE WANTING IS TO GET OUR MONEY BACK.. SAD BUT TRUE..

  5. #5
    SiriusHope is offline
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    JMM

    with all the new institutions adding more or new buyers in excess of many million shares this past week woudn't you think the share price would have risen?

  6. #6
    jmm232 is offline
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    To be honest with you, I think they have been knocking it down to scare up shares. March it up a little, and then march it down faster to try and get people to sell. The fact that Weinkes didn't immediately reierate his .25 target and that GS is acquiring shares tells me that there is something up. GS not acquiring more shares hints to me that they are expecting to exchange debt for shares.

  7. #7
    SD-08 is offline
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    Sorry guys,

    Cos1000 has discovered that the reporting of MFFAIS comes from the quarterly reports given to the SEC from the mutual funds.

    Meaning, the activity that was just reported on 11/14 on www.mffais.com could be action from as far back as July............................

  8. #8
    jmm232 is offline
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    From Goldman's latest SEC filing on Edgar (filed 11/14 for data as of 9/30)
    http://edgar.sec.gov/Archives/edgar/...f13f200803.txt

    FAIR VOTING AUTHORITY
    TITLE MARKET SHARES OR SH/ PUT/ Inv Other
    NAME OF ISSUER OF CUSIP VALUE PRINCIPAL PRN CAL Dscr Mana- SOLE SHARED NONE
    CLASS NUMBER (x$1000) AMOUNT (A) (B) (C) gers (A) (B) (C)
    ------------------------------------------------------------------------------------------------------------------------------------
    SIRIUS SATELLITE RADIO 2.50% 2/15/2009 CNV 82966UAC7 39.34 43,000 PRN SH-DEF 2 43,000 0 0
    SIRIUS SATELLITE RADIO 2.50% 2/15/2009 CNV 82966UAC7 123,741.86 135,237,000 PRN SH-DEF 3 135,237,000 0 0
    SIRIUS SATELLITE RADIO 3.25% 10/15/11 CNV 82966UAD5 326.61 530,000 PRN SH-DEF 2 530,000 0 0
    SIRIUS XM RADIO INC CMN 82967N108 4,615.76 8,097,829 SH SH-DEF 2 5,927,427 0 2,170,402
    SIRIUS XM RADIO INC CMN 82967N108 4,408.53 7,734,260 SH PUT SH-DEF 2 7,734,260 0 0
    SIRIUS XM RADIO INC CMN 82967N108 1,513.66 2,655,540 SH CAL SH-DEF 2 2,655,540 0 0
    SIRIUS XM RADIO INC CMN 82967N108 168.7 295,970 SH SH-DEF 3 295,970 0 0
    SIRIUS XM RADIO INC CMN 82967N108 111.25 195,174 SH SH-DEF 4 195,174 0 0


    As of 9/30
    $135,280,000 in the 2.5% 2/9 bonds
    $530,000 in the 3.25% 10/11 bonds
    8,578,973 shares owned
    7,734,260 puts
    2,655,540 calls

  9. #9
    jmm232 is offline
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    Data as of June 30th
    http://edgar.sec.gov/Archives/edgar/...f13f200802.txt

    SIRIUS SATELLITE RADIO 2.50% 2/15/2009 CNV 82966UAC7 1,994.48 2,043,000 PRN SH-DEF 2 2,043,000 0 0
    SIRIUS SATELLITE RADIO 2.50% 2/15/2009 CNV 82966UAC7 122,730.25 125,716,000 PRN SH-DEF 3 125,716,000 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 3,799.5 1,978,907 SH SH-DEF 2 1,927,307 0 51,600
    SIRIUS SATELLITE RADIO INC CMN 82966U103 1,408.7 733,700 SH PUT SH-DEF 2 733,700 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 2,081.66 1,084,200 SH CAL SH-DEF 2 1,084,200 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 2,199.82 1,145,740 SH SH-DEF 3 1,145,740 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 22.65 11,799 SH SH-DEF 6 11,799 0 0

    As of 6/30
    $127,759,000 in the 2.5% 2/9 bonds
    2,136,446 shares owned
    733,700 puts
    1,084,200 calls

    COMPARED TO 9/30

    As of 9/30
    $135,280,000 in the 2.5% 2/9 bonds (bought more bonds)
    $530,000 in the 3.25% 10/11 bonds (bought more bonds)
    8,578,973 shares owned (increased shares by 301%)
    7,734,260 puts (Increased puts by 954%)
    2,655,540 calls (Increased calls by 145%)

    With such a large increase in puts, any wonder they are "negative" on the stock? With that in mind, why increase shares?? Why buy more convertible bonds?

  10. #10
    jmm232 is offline
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    Last one. Pre-merger data as of 3/31

    SIRIUS SATELLITE RADIO 2.50% 2/15/2009 CNV 82966UAC7 131,057.42 131,716,000 PRN SH-DEF 3 131,716,000 0 0
    SIRIUS SATELLITE RADIO 2.50% 2/15/2009 CNV 82966UAC7 42.79 43,000 PRN SH-DEF 2 43,000 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 7.69 2,690 SH SH-DEF 3 2,690 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 373.52 130,600 SH CAL SH-DEF 2 130,600 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 3.72 1,300 SH CAL SH-DEF 2 1,300 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 112.68 39,400 SH CAL SH-DEF 2 39,400 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 75.5 26,400 SH PUT SH-DEF 2 26,400 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 8.58 3,000 SH PUT SH-DEF 2 3,000 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 85.8 30,000 SH CAL SH-DEF 2 30,000 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 72.93 25,500 SH PUT SH-DEF 2 25,500 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 94.38 33,000 SH CAL SH-DEF 2 33,000 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 148.15 51,800 SH CAL SH-DEF 2 51,800 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 1.14 400 SH CAL SH-DEF 2 400 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 161.3 56,400 SH CAL SH-DEF 2 56,400 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 0.31 109 SH SH-DEF 6 109 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 95.81 33,500 SH PUT SH-DEF 2 33,500 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 4,871.96 1,703,482 SH SH-DEF 2 1,590,807 0 112,675
    SIRIUS SATELLITE RADIO INC CMN 82966U103 128.13 44,800 SH CAL SH-DEF 2 44,800 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 139.85 48,900 SH CAL SH-DEF 2 48,900 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 318.32 111,300 SH CAL SH-DEF 2 111,300 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 122.69 42,900 SH CAL SH-DEF 2 42,900 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 10.01 3,500 SH PUT SH-DEF 2 3,500 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 2,894.03 1,011,900 SH CAL SH-DEF 2 1,011,900 0 0
    SIRIUS SATELLITE RADIO INC CMN 82966U103 277.99 97,200 SH CAL SH-DEF 2 97,200 0 0

    ----------------------------------------
    CRAMER: BUY BUY BUY! Going to $5
    ----------------------------------------

    As of 3/31 (pre-merger)
    $131,759,000 in the 2.5% 2/9 bonds
    1,706,281 shares owned
    91,900 puts
    1,699,900 calls

    ----------------------------------------
    GS starts lowering targets
    CRAMER: You are better off owning bonds.
    CRAMER: Lottery ticket quote
    ----------------------------------------

    As of 6/30
    $127,759,000 in the 2.5% 2/9 bonds
    2,136,446 shares owned
    733,700 puts
    1,084,200 calls

    ----------------------------------------
    GS lowers targets multiple times
    CRAMER: Continues to say it is not worth owning
    ----------------------------------------

    As of 9/30
    $135,280,000 in the 2.5% 2/9 bonds (bought more bonds)
    $530,000 in the 3.25% 10/11 bonds (bought more bonds)
    8,578,973 shares owned (increased shares by 301%)
    7,734,260 puts (Increased puts by 954%)
    2,655,540 calls (Increased calls by 145%)

  11. Ad Fairy Senior Member
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