Games Workshop Ownership Changes
There has been a LOT of big shifting in ownership of Games Workshop in 2013.
Take a look at this:
As of [URL="http://investor.games-workshop.com/shareholder-statistics/"]March 31, 2013 the major shareholders[/URL] look like this:
Shareholder |
Number of shares |
Percentage |
The Nomad Investment Partnership LP |
5,154,141 |
16.2% |
Investec Asset Management Ltd |
3,087,765 |
9.7% |
[URL="http://www.ruffer.co.uk/"]Ruffer LLP[/URL] |
2,557,260 |
8.1% |
Tom Kirby |
2,131,394 |
6.7% |
Phoenix Asset Management Partners Ltd. |
1,865,218 |
5.9% |
[URL="https://www.fidelityworldwideinvestment.com/global/default.page"]FIL Limited[/URL] |
1,753,900 |
5.5% |
And here's what it looked like in early January 2013:
Shareholder |
Number of shares |
Percentage |
The Nomad Investment Partnership LP |
5,800,000 |
18.7% |
Investec Asset Management Ltd |
5,700,000 |
18.3% |
Phoenix Asset Management Partners Ltd. |
2,900,000 |
9.3% |
Tom Kirby |
2,131,394 |
6.7% |
[URL="http://www.ruffer.co.uk/"]Ruffer LLP[/URL] |
800,000 |
2.5% |
[URL="https://www.fidelityworldwideinvestment.com/global/default.page"]FIL Limited[/URL] |
800,000 |
2.5% |
Some notes:
The largest three institutional investors (Nomad, Investec, Phoenix) begin selling off their GW portfolios within 1 week of the announcement of CEO Mark Wells leaving the company.
FIL and in particular Ruffer begin to purchase GW equity at a large rate. Ruffer bought a large set of shares as recently as March 21, 2013, bringing them above the 8% ownership mark.
Games Workshop equity has been fairly locked up and unchanged for a long time prior to 2013.
Thoughts and ideas?
Company about to skyrocket?
Company about to crater?
Company about to get bought?
Business as usual?