Here is an analysis of the changes to VRL and VRLPA top 20 shareholders between Sep-02 and Jun-03.
Big Sellers of VRL: Westpac Custodian Nominees Permanent Trustee Australia RBC Global Services Australia Nominees Queensland Investment Corporation
Big Buyers of VRL: ANZ Nominees Citicorp Nominees MLC
Big Sellers of VRLPA: RBC Global Services Australia Nominees National Nominees Commonwealth Custodial Services
Big Buyers of VRLPA: Westpac Custodian Nominees J P Morgan Nominees Australia Citicorp Nominees Pty Ltd IOOF Investment Management Ltd Permanent Trustee Australia Queensland Investment Corporation ANZ Nominees Ltd Damelian Automobile Shamala Sanchana Sethu Fortis Clearing Nominees Cogent Nominees
Interesting points: 1. Few large sellers of VRLPA (largest is RBC - Royal Bank of Canada), lots of buyers 2. Westpac Custodian Nominees sold 3.6m VRL and bought 7.6m VRLPA 3. Permanent Trustee sold 2m VRL and bought 7.7m VRLPA 4. Queensland Investment Corporation sold 1.8m VRL and bought 1.9m VRLPA 5. Therefore the only significant seller of VRL who did not buy VRLPA is RBC 6. Damelian Automobile - "Damelian Automobile Limited is a Locally owned Public Company that is ranked number 742 out of the top 2000 companies in Australia. The company generates the majority of its income from the Car Retailing in Australia industry." 7. Shamala Sanchana Sethu is a female private holder - she is also the 9th biggest holder of Grand Hotel Group Converting Preference Shares 8. Fortis is a Belgian Bank 9. Cogent is a British fund manager owned by BNP Paribas
Here is the data - hopefully it will appear ok!!
Ordinary Shares Jun-03 Sep-02 Increase 111,819,817 111,819,817 0 Village Roadshow Corporation Ltd 42,331,109 42,331,109 0 Granada Danmark A/S 14,489,678 4,713,561 9,776,117 ANZ Nominees Ltd 11,607,207 15,278,832 -3,671,625 Westpac Custodian Nominees Ltd 6,921,089 2,762,385 4,158,704 Citicorp Nominees Pty Ltd 6,544,167 6,544,167 0 Canberra Theatres Ltd 3,840,130 5,628,638 -1,788,508 Queensland Investment Corporation 2,590,567 2,248,068 342,499 J P Morgan Nominees Australia Ltd 2,083,557 1,621,041 462,516 HSBC Custody Nominees (Australia) Ltd 1,503,668 1,597,070 -93,402 National Nominees Ltd 892,236 Not in top 20 892,236 MLC Ltd 794,466 2,794,466 -2,000,000 Permanent Trustee Australia Ltd (HUN0002 A/C) 476,500 476,500 0 Gregory Coote 473,231 473,231 0 Cynosura Investments Pty Ltd 465,012 813,448 -348,436 Commonwealth Custodial Services Ltd 443,273 2,368,022 -1,924,749 RBC Global Services Australia Nominees Pty Ltd 386,726 303,751 82,975 Fortis Clearing Nominees P/L (Settlement A/C) 280,000 280,000 0 Janway Ltd 257,400 Not in top 20 257,400 Braidswood Pty Ltd 256,906 Not in top 20 256,906 Cogent Nominees Pty Ltd (SMP Accounts)
A Class Preference Shares Jun-03 Sep-02 Increase 30,408,397 21,811,933 8,596,464 Westpac Custodian Nominees Ltd 27,786,042 23,772,382 4,013,660 Permanent Trustee Australia Ltd (HUN0002 A/C) 25,894,857 18,328,657 7,566,200 J P Morgan Nominees Australia Ltd 22,704,207 40,332,414 -17,628,207 RBC Global Services Australia Nominees Pty Ltd(RA A/C) 16,038,775 30,182,728 -14,143,953 National Nominees Ltd 10,266,972 5,324,000 4,942,972 RBC Global Services Australia Nominees Pty Ltd(BKCUST A/C) 10,176,185 4,081,069 6,095,116 IOOF Investment Management Ltd 7,890,180 1,631,210 6,258,970 Citicorp Nominees Pty Ltd 7,794,085 5,888,357 1,905,728 Queensland Investment Corporation 6,709,985 1,880,000 4,829,985 ANZ Nominees Ltd 6,050,000 2,350,000 3,700,000 Permanent Trustee Australia Ltd (HUN0004 A/C) 4,542,400 11,269,002 -6,726,602 Commonwealth Custodial Services Ltd 3,700,825 Not in top 20 3,700,825 Damelian Automobile Ltd 2,900,000 Not in top 20 2,900,000 Shamala Sanchana Sethu 2,572,333 Not in top 20 2,572,333 Fortis Clearing Nominees P/L (Settlement A/C) 2,100,000 1,550,000 550,000 Sandhurst Trustees Ltd (SISF A/C) 2,000,000 2,000,000 0 Diversified United Investment Ltd 1,876,474 Not in top 20 1,876,474 Cogent Nominees Pty Ltd 1,522,190 1,522,190 0 ARGO Investments Ltd 1,400,000 Not in top 20 1,400,000 First Pacific Dal Pty Ltd
VRL Price at posting:
0.0¢ Sentiment: LT Buy Disclosure: Held
