Cap Re held Fido added

[Tree]

Name		Ownership Trend Previous 8 Qtrs	Shares	Change	% Total Shares Held	% Total Assets		Date
Wells Fargo Advantage Small Cap Val Inv		Premium	4,875,000	247,200	10.03	7.67		11/30/2012
American Funds New World A		Premium	2,484,825	0	5.11	0.73		12/31/2012
American Funds SMALLCAP World A		Premium	2,461,200	0	5.07	0.76		12/31/2012
American Funds IS Global Sm Cap 2		Premium	1,339,035	0	2.76	2.27		12/31/2012
Fidelity Dividend Growth		Premium	503,528	0	1.04	0.39		12/31/2012
Fidelity VIP Contrafund Inv		Premium	403,982	32,974	0.83	0.14		12/31/2012
Fidelity Balanced		Premium	338,831	22,800	0.70	0.09		12/31/2012
Vanguard Morgan Growth Inv		Premium	217,000	0	0.45	0.19		09/30/2012
Wells Fargo Advantage Sm/Md Cap Val Inv		Premium	221,000	-11,300	0.45	5.80		11/30/2012
Fidelity		Premium	205,800	0	0.42	0.22		12/31/2012
Total: Top 10 funds		Premium	13,050,201	291,674	26.86

[Ass0ciatedPress]

Thanks for sharing Tree. Looks like Wells Fargo added as well.

[SamAdams]

Thanks for sharing Tree. Looks like Wells Fargo added as well.

This is significant.   My biggest concern  has been how long will the institutional holders wait this out. They will not wait forever, but if they hold and with good news coming this could create a significant squeeze.  The lack of new institutional buying is easily explainable.  Unless you have followed this  for a long time you would not go long or short at this point.  New institutional portfolio managers will wait for the print to buy.  Better to buy at $120 per share knowing the NAV IS $250+ vs trying to buy the home run.  The shorts have made their bet as have the longs.  That is why volume has been low and may remain so absent rumors.

[Tusker]

Name		Ownership Trend Previous 8 Qtrs	Shares	Change	% Total Shares Held	% Total Assets		Date
Wells Fargo Advantage Small Cap Val Inv		Premium	4,875,000	247,200	10.03	7.67		11/30/2012
American Funds New World A		Premium	2,484,825	0	5.11	0.73		12/31/2012
American Funds SMALLCAP World A		Premium	2,461,200	0	5.07	0.76		12/31/2012
American Funds IS Global Sm Cap 2		Premium	1,339,035	0	2.76	2.27		12/31/2012
Fidelity Dividend Growth		Premium	503,528	0	1.04	0.39		12/31/2012
Fidelity VIP Contrafund Inv		Premium	403,982	32,974	0.83	0.14		12/31/2012
Fidelity Balanced		Premium	338,831	22,800	0.70	0.09		12/31/2012
Vanguard Morgan Growth Inv		Premium	217,000	0	0.45	0.19		09/30/2012
Wells Fargo Advantage Sm/Md Cap Val Inv		Premium	221,000	-11,300	0.45	5.80		11/30/2012
Fidelity		Premium	205,800	0	0.42	0.22		12/31/2012
Total: Top 10 funds		Premium	13,050,201	291,674	26.86

[Tusker]

Gosh, I forgot... I can still trade om the POM Exchange.

[Tusker]

Name		Ownership Trend Previous 8 Qtrs	Shares	Change	% Total Shares Held	% Total Assets		Date
Wells Fargo Advantage Small Cap Val Inv		Premium	4,875,000	247,200	10.03	7.67		11/30/2012
American Funds New World A		Premium	2,484,825	0	5.11	0.73		12/31/2012
American Funds SMALLCAP World A		Premium	2,461,200	0	5.07	0.76		12/31/2012
American Funds IS Global Sm Cap 2		Premium	1,339,035	0	2.76	2.27		12/31/2012
Fidelity Dividend Growth		Premium	503,528	0	1.04	0.39		12/31/2012
Fidelity VIP Contrafund Inv		Premium	403,982	32,974	0.83	0.14		12/31/2012
Fidelity Balanced		Premium	338,831	22,800	0.70	0.09		12/31/2012
Vanguard Morgan Growth Inv		Premium	217,000	0	0.45	0.19		09/30/2012
Wells Fargo Advantage Sm/Md Cap Val Inv		Premium	221,000	-11,300	0.45	5.80		11/30/2012
Fidelity		Premium	205,800	0	0.42	0.22		12/31/2012
Total: Top 10 funds		Premium	13,050,201	291,674	26.86

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[Stavros]

I have the following 15 holders (including Richard Chandler) and their shares .... most as of 09/30/2012:

Richard Chandler Holdings - 7,288.011
Wells Fargo & Co/MN - 6,019,966
Capital Research Global Investors - 5,719,245
FMR LLC - 2,700,464
JP Morgan Chase & Co - 1,885,602
Frontier Capital Management Co LLC - 1,884,627
Susquehanna International Group - 1,005,858
Capital World Investors - 566,815
GLG Inc - 442,670
Alliance Trust PLC - 419,986
Altima Partners LLP - 419,845
Key Group Holdings Ltd - 261,458
Caisse de Depot et Placement du Quebec - 250,000
Morgan Stanley - 238,524
Aspen Investment Management Inc - 231,723

The above total up to 29,333,794 shares which is roughly 60% of the float.
Much larger figure than yours Tree

Squeeze is coming ... Squeeze is coming ... SQUEEEZE IS COMING!!!!

[jft310]

I have the following 15 holders (including Richard Chandler) and their shares .... most as of 09/30/2012: Richard Chandler Holdings - 7,288.011 Wells Fargo & Co/MN - 6,019,966 Capital Research Global Investors - 5,719,245 FMR LLC - 2,700,464 JP Morgan Chase & Co - 1,885,602 Frontier Capital Management Co LLC - 1,884,627 Susquehanna International Group - 1,005,858 Capital World Investors - 566,815 GLG Inc - 442,670 Alliance Trust PLC - 419,986 Altima Partners LLP - 419,845 Key Group Holdings Ltd - 261,458 Caisse de Depot et Placement du Quebec - 250,000 Morgan Stanley - 238,524 Aspen Investment Management Inc - 231,723 The above total up to 29,333,794 shares which is roughly 60% of the float. Much larger figure than yours Tree Squeeze is coming ... Squeeze is coming ... SQUEEEZE IS COMING!!!!

When one consolidates to the fund family level then IOC in Dec 2012 had 10 controllers of shares who controlled 70% of IOC shares. IOC speaks to them as to what they want to happen to the company as regards a buy in or buy out of the company at this time. The vote is buyin today but everything changes when the Board selects a partner. These Confidentiality Agreements  then expire.. Thats when it gets interesting. No one can predict what will happen but expect twists and turns.

[TxPm]

Stav,

Crazy thing is your numbers don't even include insides like Phil & Board members which bumps the numbers up even higher. I agree 100% day SD is announced we get a major squeeze

[Spartina]

I bet if you add up all the shares that us board members have it's a pretty hefty chunk o change to include as well