• ALLIED CAP CORP NEW Ownership Breakdown

  • Ownership Breakdown: ALD

    as of 7/5/08
    Large Block Holder Type Number  
    Institutions 314
     
    Total Number of Shares Held
    169.69 M
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 213
    Other Major 19
    Total Number of Large Block Holders 546
  • Top 10 Institutional Holders: ALD

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Capital World Investors 4.63 M 85.32 M 0.02% 2.73% Medium
    Schafer Cullen Capital Management, Inc. 4.46 M 82.21 M 1.07% 2.63% Low
    Vanguard Group, Inc. 4.18 M 77.12 M 0.01% 2.47% Low
    Capital Research Global Investors 3.8 M 70.00 M 0.01% 2.24% Medium
    State Street Global Advisors (US) 2.78 M 51.17 M 0.01% 1.64% Low
    Hillman Capital Management, Inc. 2.48 M 45.74 M 4.22% 1.46% Low
    Barclays Global Investors, N.A. 2.12 M 39.08 M 0.01% 1.25% Low
    Barclays Global Investors (UK) Ltd. 1.71 M 31.43 M 0.01% 1.00% Low
    UBS Securities LLC 1.7 M 31.24 M 0.08% 1.00% Medium
    Fenimore Asset Management, Inc. 1.6 M 29.58 M 1.88% 0.95% Low

    Total % of Shares Owned by:

    Top 10 Holders
    17.36%
    Top 25 Holders
    24.10%
    Top 50 Holders
    28.25%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: ALD

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    American Funds Income Fund of America 4.63 M 99.53 M 0.19% 2.73% Low
    American Funds Capital World Growth & Income Fund 3.8 M 70.00 M 0.08% 2.24% Low
    Nomura World Good Dividend Stock Investment Trust 1.62 M 47.79 M 0.89% 0.96% Medium
    Vanguard Mid-Cap Index Fund 1.38 M 25.50 M 0.14% 0.82% Low
    Vanguard Total Stock Market Index Fund 1.1 M 20.23 M 0.02% 0.65% Low
    Vanguard Extended Market Index Fund 772,362 14.23 M 0.11% 0.46% Low
    FAM Value Fund 736,391 13.57 M 1.89% 0.43% Low
    CREF Stock Account 663,259 12.22 M 0.01% 0.39% Low
    First Trust/Gallatin Speciality Finance and Financ 535,660 12.10 M 5.44% 0.32% Medium
    Statens Pensjonsfond Utland 506,115 10.88 M 0.01% 0.30% Low

    Total % of Shares Owned by:

    Top 10 Holders
    9.28%
    Top 25 Holders
    11.68%
    Top 50 Holders
    12.95%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: ALD

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Walton (William L) 1.51 M 27.85 M 0.89% Low
    Sweeney (Joan M) 896,669 16.53 M 0.53% Low
    Scheurer (John M) 657,950 12.13 M 0.39%
    Roll (Penni F) 307,894 5.67 M 0.18% Low
    KBC Group NV 265,655 4.90 M 0.16% Medium
    Steuart (Guy T II) 329,824 4.58 M 0.19% Low
    Russell (Daniel L) 128,412 2.37 M 0.08%
    Garcia (Anthony T) 64,083 1.18 M 0.04% Low
    Browne (Brooks H) 55,236 1.02 M 0.03% Low
    Firestone (John D) 46,231 852,037.00 0.03% Low

    Total % of Shares Owned by:

    Top 10 Holders
    2.51%
    Top 25 Holders
    2.62%
    Top 50 Holders
    2.62%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.