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  1. Demian is offline
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    Joined: Oct 2008 Posts: 2,320
    11-18-2008, 08:37 PM #1

    Recently reported big institutional buys...

    What do you make of these recently reported huge institutional buys?

    Why has the share price been falling so much if there was so many big institutional buys? When were these buys actually made? Have they been selling these buys already? Why would they be making such huge buys if they thought BK was on the table? Who were they buying from? Retail? All of these huge buys have been reported just in the last month. Any insight on how there could be so many recently reported huge institutional buys and the stock be at 20 cents?

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

    Adage Capital Partners Gp Llc Institution 2008-11-17
    New Holding
    2,760,000 shares

    Millennium Management Llc Institution 2008-11-17
    New Holding
    1,550,333 shares

    Jennison Associates Llc Institution 2008-11-14
    New Holding
    61,931,684 shares

    Rockefeller Financial Services Inc Institution 2008-11-14
    New Holding
    1,534,101 shares

    Tracer Capital Management L P Institution 2008-11-14
    New Holding
    10,135,970 shares

    Citigroup Inc Institution 2008-11-14
    Added More
    8,759,661 shares - Total Shares = 10,457,314

    Goldman Sachs Group Inc Institution 2008-11-14
    Added More
    7,023,867 shares - Total Shares = 11,244,513

    Zazove Associates Llc Institution 2008-11-14
    Added More
    1,623,000 shares - Total Shares = 2,048,000

    Mlt Management Llc Institution 2008-11-14
    Added More
    3,000,000 shares - Total Shares = 10,000,000

    Oppenheimer Funds Inc Institution 2008-11-14
    Added More
    12,643,300 shares - Total Shares = 83,658,086

    Highbridge Capital Management Llc Institution 2008-11-14
    New Holding
    8,335,774 shares

    Tiaa Cref Investment Management Llc Institution 2008-11-14
    Added More
    12,330,920 shares - Total Shares = 23,170,362

    Capital Research Global Investors Institution 2008-11-14
    New Holding
    17,641,000 shares

    Pentwater Capital Management Lp Institution 2008-11-14
    Added More
    2,918,040 shares - Total Shares = 3,118,040

    Intrepid Capital Management Inc Institution 2008-11-14
    Added More
    36,302,213 shares - Total Shares = 38,195,013

    Shaw D E And Co Inc Institution 2008-11-14
    Added More
    1,324,038 shares - Total Shares = 2,763,534

    Lehman Brothers Holdings Inc Institution 2008-11-14
    New Holding
    6,459,223 shares

    Price T Rowe Associates Inc Institution 2008-11-14
    Added More
    84,350,159 shares - Total Shares = 84,673,669

    Geode Capital Management Llc Institution 2008-11-14
    Added More
    3,122,581 shares - Total Shares = 5,288,132

    Platinum Investment Management L L C Institution 2008-11-14
    New Holding
    2,729,727 shares

    Interlachen Capital Group Lp Institution 2008-11-14
    New Holding
    1,326,557 shares

    Dkr Capital Partners Lp Institution 2008-11-14
    New Holding
    1,500,000 shares

    Stark Offshore Management Llc Institution 2008-11-14
    New Holding
    1,645,880 shares

    Janus Capital Management Llc Institution 2008-11-14
    Added More
    8,330,200 shares - Total Shares = 9,342,200

    Morgan Stanley Institution 2008-11-14
    Added More
    1,591,153 shares - Total Shares = 3,673,013

    Hbk Investments L P Institution 2008-11-14
    New Holding
    1,189,272 shares

    Pnc Financial Services Group Inc Institution 2008-11-14
    Added More
    2,670,616 shares

    Teachers Advisors Inc Institution 2008-11-14
    Added More
    1,459,851 shares - Total Shares = 2,068,796

    Barclays Plc Institution 2008-11-14
    Added More
    6,063,189 shares - Total Shares = 7,242,747

    Fmr Corp Institution 2008-11-14
    New Holding
    24,983,371 shares

    Ubs Ag Institution 2008-11-13
    Added More
    1,292,105 shares - Total Shares = 1,945,673

    Td Asset Management Inc Institution 2008-11-13
    Added More
    1,349,738 shares - Total Shares = 3,531,426

    Merrill Lynch And Co Inc Institution 2008-11-13
    Added More
    934,037 shares - Total Shares = 2,668,869

    California Public Employees Retirement System Institution
    2008-11-13
    Added More
    10,761,346 shares - Total Shares = 15,131,446

    Credit Suisse Institution 2008-11-13
    Added More
    1,450,681 shares - Total Shares = 2,826,825

    Schneider Capital Management Corp Institution 2008-11-13
    New Holding
    16,828,471 shares

    United States Steel And Carnegie Pension Fd Institution
    2008-11-13
    New Holding
    11,243,320 shares

    Northern Trust Corp Institution 2008-11-13
    Added More
    5,848,527 shares - Total Shares = 11,263,171

    Proshare Advisors Llc Institution 2008-11-12
    Added More
    2,467,022 shares - Total Shares = 3,502,684

    State Of Wisconsin Investment Board Institution 2008-11-12
    New Holding
    1,278,576 shares

    Legal And General Group Plc Institution 2008-11-12
    Added More
    5,579,502 shares - Total Shares = 9,424,684

    Padco Advisors Inc Institution 2008-11-12
    Added More
    938,442 shares - Total Shares = 1,833,872

    Tcw Group Inc Institution 2008-11-12
    Added More
    8,581,278 shares - Total Shares = 13,172,088

    Ameriprise Financial Inc Institution 2008-11-10
    Added More
    168,511,353 shares - Total Shares = 174,858,091

    California State Teachers Retirement System Institution
    2008-11-07
    Added More
    3,567,233 shares - Total Shares = 4,847,862

    Cypress Funds Llcca Institution 2008-11-07
    Added More
    11,000,000 shares - Total Shares = 18,305,000

    Schwab Charles Investment Management Inc Institution
    2008-11-06
    New Holding
    1,327,888 shares

    Vanguard Group Inc Institution 2008-11-06
    Added More
    81,164,684 shares - Total Shares = 81,317,278

    Avenir Corp Institution 2008-11-05
    Added More
    4,604,999 shares - Total Shares = 7,297,372

    Russell Frank Co Institution 2008-11-03
    New Holding
    8,943,294 shares

    Bank Of New York Mellon Corp Institution 2008-10-31 Added More
    7,269,279 shares - Total Shares = 12,037,884

    Administration Of Florida Retirement System Institution
    2008-10-30
    Added More
    3,864,346 shares - Total Shares = 7,608,299

    Merrill Lynch Mercury Asset Management Japan Ltd Institution -2008-10-30
    Added More
    627,299 shares - Total Shares = 1,298,599

    Blackrock Investment Management Llc Institution
    2008-10-30
    Added More
    1,263,497 shares - Total Shares = 2,794,990

    Public Employees Retirement System Of Ohio Institution 2008-10-27
    Added More
    1,971,997 shares - Total Shares = 4,230,303

    Pinnacle Associates Ltd Institution 2008-10-20
    Added More
    7,398,550 shares - Total Shares = 7,422,099

    =====================================

    Other large institutional positions that were maintained with little or no change..............

    Apollo Management Iv Lp Institution 2008-11-13
    91,857,857 current shares

    Barclays Global Investors Uk Holdings Ltd Institution
    2008-11-12
    82,359,262 current shares

    Clearbridge Advisors Llc Institution 2008-11-13
    33,976,242 current shares

    Legg Mason Partners Aggressive Growth Fund (Legg Mason Partners Equity Trust) Multi-Cap Growth 2008-11-07
    21,973,400 current shares

    Ing Groep Nv Institution 2008-11-14
    10,099,259 current shares

    Moore Capital Management Lp Institution 2008-11-14
    5,234,390 current shares

    Axa Institution 2008-11-14
    4,732,777 current shares

    Vanguard Growth Index Fund (Vanguard Index Funds)
    Large-Cap Growth
    2008-08-29
    3,396,210 current shares

    Ubs Global Asset Management Americas Inc Institution
    2008-11-13
    3,209,635 current shares

    Susquehanna International Group Llp Institution
    2008-11-14
    2,258,085 current shares

    Amvescap Plc Institution 2008-11-13
    1,610,796 current shares

    Vanguard Explorer Fund (Vanguard Explorer Fund) Small-Cap Growth
    2008-09-29
    1,600,300 current shares

    Value Fund (Usaa Mutual Funds Trust) Multi-Cap Value
    2008-10-29
    1,543,300 current shares

    Ishares Morningstar Mid Growth Index Fund (Ishares Trust) Mid-Cap Growth
    2008-11-07
    1,495,718 current shares

    Schwab 1000 Index Fund (Schwab Investments) Multi-Cap Core 2008-11-07
    1,257,508 current shares

    =====================================

    While the buys outnumbered the sells by far, I wanted to note the handful of large sells. Here are all of the sells over a million shares reported in the last month....

    Ing Investments Llc Institution 2008-11-14
    Sold All
    8,952,059 shares

    Dawson Herman Capital Management Inc Institution 2008-11-14 Sold All
    4,000,000 shares

    Riversource Mid Cap Growth Fund (Riversource Equity Series Inc) Mid-Cap Growth
    2008-10-30
    Sold All
    3,907,543 shares

    Norges Bank Institution 2008-11-17
    Sold All
    3,260,431

    Legg Mason Partners Aggressive Growth Portfolio (Met Investors Series Trust) Multi-Cap Growth 2008-11-14
    Sold All
    2,481,200

    Davidson Kempner Capital Management Llc Institution
    2008-11-14
    Sold All
    2,443,222 shares

    Marshall Wace North America L P Institution 2008-11-14
    Sold All
    2,042,919 shares

    Trafalgar Asset Managers Ltd Institution 2008-11-14 Sold All
    1,990,000 shares

    1798 Global Partners Ltd Institution 2008-11-14
    Sold All
    1,505,000 shares

    Taconic Capital Advisors Lp Institution 2008-11-14
    Sold Some
    1,424,800 shares

    Satellite Asset Management Lp Institution 2008-11-13
    Sold All
    1,005,000

    And that was all of the sells over a million shares reported in the last month....
    Last edited by Demian; 11-19-2008 at 05:06 AM.

  2. rickand7 is offline
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    11-18-2008, 09:38 PM #2

    Alot of buys

    Yes, there have been a lot of stock changing hands. I believe they buy direct from Sirius, but do not really know. There does seem to be a turning of the tide.

  3. Siriusowner is offline
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    11-18-2008, 09:56 PM #3
    This does not mean anything when you have 63 million shares traded in one f&#$#@ day and most like all of them were sold.

    This is when they reported, not when they bought or sold.
    Last edited by Siriusowner; 11-18-2008 at 09:59 PM.

  4. Demian is offline
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    11-19-2008, 12:51 AM #4
    Quote Originally Posted by Siriusowner View Post
    This does not mean anything when you have 63 million shares traded in one f&#$#@ day and most like all of them were sold.

    This is when they reported, not when they bought or sold.

    I stated that they were recently reported buys in the last month....

    Siriusowner,

    Do you own SIRI or are you short?

  5. SiriusHope is offline
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    11-19-2008, 12:51 AM #5
    Demian...
    thanks for your the homework you did. Really is astounding as the pps spirals fast downhill... .06 in just 2 days. at this rate we will be at .00 in just 10 trading days. How pathetic is that?

  6. jmm232 is offline
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    11-19-2008, 01:58 AM #6
    I wiadd a little to your thread. I copied all of the MFFAIS data for Sirius the other day (11/14) in order to dump it into a spreadsheet to see net add/deletes since the merger. Since there are no dplicates in the MFFAIS data, I thought I would show what these new companies had previously reported and the date of said report.

    11/17/08
    Us Bancorp De Institution 0.00 % 2008-11-17 17,892 $4,652 $0 0.00 % Added More 9,992 126.48 % $0
    Norges Bank Institution 0.00 % 2008-11-17 None - - - % Sold All -3,260,431 -100.00 % $0
    Millennium Management Llc Institution 0.00 % 2008-11-17 1,550,333 $403,087 $0 0.00 % New Holding 1,550,333 100.00 % $0
    Glenmede Trust Co Na Institution 0.00 % 2008-11-17 15,530 $4,038 $0 0.00 % Added More 630 4.22 % $0
    Diamondback Capital Management Llc Institution 0.00 % 2008-11-17 None - - - % Sold All -100,000 -100.00 % $0
    Adage Capital Partners Gp Llc Institution 0.00 % 2008-11-17 2,760,000 $717,600 $0 0.00 % New Holding 2,760,000 100.00 % $0


    Prior Dates
    * Last reported selling some shares on 8/14
    Us Bancorp De Institution -27.15% 8/14/2008 7,900 $2,054 ($9,243) -81.81% Sold Some -1,200 -13.18% $1,404
    * Last reported Adding to their position (Averaging down) on 8/13
    Norges Bank Institution -35.50% 8/13/2008 3,260,431 $847,712 ($3,651,683) -81.15% Added More 2,257,753 225.17% ($2,528,683)
    * Reported as 1.38M shares on 11/14. Now they own 2.76M the next trading day???
    Adage Capital Partners Gp Llc Institution 0.00% 11/14/2008 1,380,000 $358,800 $0 0.00% New Holding 1,380,000 100.00% $0

  7. Newman is offline
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    11-19-2008, 02:42 AM #7
    Damien, on the ones that you are reporting as "added more", are you reporting the number added or the total shares owned?

    It is amazing how Wienkes is trashing the stock, and the Citi Analyst (is that Amobi?) is trashing the stock, yet both comapnies are buying into the company big time... Conflict of interests?

  8. Demian is offline
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    11-19-2008, 02:45 AM #8
    Quote Originally Posted by Newman View Post
    Damien, on the ones that you are reporting as "added more", are you reporting the number added or the total shares owned?

    It is amazing how Wienkes is trashing the stock, and the Citi Analyst (is that Amobi?) is trashing the stock, yet both comapnies are buying into the company big time... Conflict of interests?
    Just the shares added - not the total shares held......

    (I have now added the total shares held for the institutions that added to their positions to the list above...)

    You can verify all of this info with the link I provided at the top of the post - sort by date. I left out a lot of the smaller buys - under a million shares. You can also see the sells - not too many compared to the buys. Remember that the dates are just the date the position was reported - not the actual trade date. Since the reporting is delayed, things could have changed, but it is positive to see such huge buys and institutions adding to their positions...
    Last edited by Demian; 11-19-2008 at 03:57 AM.

  9. jmm232 is offline
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    11-19-2008, 03:24 AM #9
    Makes me wonder about the institutional percentages we have been seeing on the sites. By the accounting at MFFAIS (and my spreadsheet), institutions are holding 1.2B shares (37.5%), but have added 658M shares. The numbers there don't add up. Cold be the result of share transfers from XM.

    The key facts are the addition by institutions which have been bashing Sirius while acquiring shares. Goldman is an easy example of this. As Weinkes has been downgrading, they purchased more shares and some bonds. They also shorted the hell out of the stock in Q3. Big surprise, given their "opinion" on the stock/

  10. Siriusowner is offline
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    11-19-2008, 11:30 AM #10
    Quote Originally Posted by Demian View Post
    I stated that they were recently reported buys in the last month....

    Siriusowner,

    Do you own SIRI or are you short?
    I am hedged. I own some stock and option spreads for Jan 2009 & 2010. However, I did buy the stock not so long ago. It has been losing money ever since.

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