Games Workshop Ownership Changes

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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?