· 供应链分析

分析$SIVE股东结构从瑞典散户→美国散户→美国机构的演变过程。

涉及标的:

中文翻译

美国/西方现在控制了$SIVE的大部分股份。随着高盛、摩根大通、摩根士丹利及其他美国机构进入。美国/西方46.8%:- 富达:11.5%(散户)- 嘉信理财:11.4%(散户)- $IBKR:9.3%(主要是散户)- 纽约梅隆银行:4.2%(散户)- 摩根士丹利史宾沙:3.1%(散户/财富管理)- 美国银行:2.8%(散户/财富管理)- 纽约梅隆银行:0.9%(机构)- 摩根士丹利客户资产:0.7%(机构)- 纽约银行:0.5%(机构)- 摩根大通:0.5%(机构)- 摩根大通证券有限公司:0.4%(机构)- 花旗银行纽约:0.3%(机构)- 摩根大通SE:0.2%(机构)- 摩根士丹利:0.2%(机构)- 摩根大通证券:0.2%(机构)- 美银证券:0.2%(机构)- 高盛:0.2%(机构)- 高盛国际:0.1%(机构)- Cbny-Rja-客户资产:0.1%(散户/财富管理)现在很大比例由美国散户股东持有(例如$IBKR代表客户,可能大部分是散户,部分是机构)。新增但规模较小的摩根大通、高盛和花旗银行持仓可能是对冲基金或其他试图建仓的机构。欧洲及瑞士:11.3%- Clearstream:6.2%- 瑞银瑞士:1.6%- Six SIS:0.8%- 欧洲清算银行:0.8%- 盛宝银行:0.6%- 法国巴黎银行:0.6%- Caceis银行/联合圣保罗银行:各0.2%- KBC/LGT/宝盛:各0.1%瑞典约8.49%:- Avanza养老金保险公司-4.76%- Nordnet养老金保险-2.73%- 北欧斯安银行-0.2%- SEB人寿国际-0.1%- 北欧银行-0.7%加拿大/英国/中东约0.6%:- 以色列第一国际银行-0.3%- 加拿大皇家银行-0.1%- 加拿大皇家银行-0.1%- 汇丰-0.1%特别感谢瑞典媒体替美国机构做了这些工作:西方现在拥有约58.7%的所有权。由于当地媒体,瑞典持股比例已降至8.49%。我想知道他们是否意识到自己做了什么——在吓跑当地投资者后,现在股权已转移到美国机构/投资者手中?西方现在在共封装光学(CPO)超级周期之前获得了大部分流通股。你也可以开始看到摩根大通或高盛等美国机构建立初始仓位(代表机构投资者),可能是在美国散户获利了结之后。这可能是在$SIVE达到某个市值门槛以满足基金授权要求之后。但很大比例仍由美国散户持有,通过$IBKR和富达等平台。(这就是我所说的抢先机构一步)摘要:$SIVE从主要:-> 瑞典散户所有权-> 美国散户所有权-> 随着美国散户获利或卖出,逐步转变为美国机构所有权(如果他们找到方法吓跑美国散户,就像瑞典媒体做的那样)。

英文原文

The US/West now controls majority of the shares of $SIVE. With Goldman Sachs/JP Morgan/Morgan Stanley and other US institutions entering. US/West 46.8%: - Fidelity: 11.5% (retail) - Charles Schawb: 11.4% (retail) - $IBKR: 9.3% (primarily retail) - BNY Mellon: 4.2% (retail) - Morgan Stanley Smith Barney: 3.1% (Retail/Wealth management) -Bank of America: 2.8% (retail/Wealth management) - BNY Mellon: .9% (institutional) - Morgan Stanley Client Assets: .7% (institutional) - Bank of New York Mellon: .5% (institution) - JP Morgan: .5% (institutional) - J.P. Morgan Securities Plc: .4% (institutional) - Citibank New York: .3% (institutional) - JP Morgan SE: .2% (institutional) - Morgan Stanley: .2% (institutional) - JP Morgan Securities: .2% (institutional) - BoFA Securities: .2% (institutional) - Goldman Sachs: .2% (institutional) - Goldman Sachs International: .1% (institutional) - Cbny-Rja-Client Asset - .1% (retail/wealth) Large % now owned US retail shareholders (eg. $IBKR on behalf of clients, probably majority retail some institutions). The new but smaller JP Morgan Goldman Sachs, and Citibank % positions are likely hedge funds or other institutions trying to build positions. Europe & Switzerland: 11.3% - Clearstream: 6.2% - UBS Switzerland: 1.6% - Six SIS: 0.8% - Euroclear Bank: 0.8% - Saxo Bank: 0.6% - BNP Paribas: 0.6% - Caceis Bank / Intesa San Paolo: 0.2% each - KBC / LGT / Julius Baer: 0.1% each Swedish ~8.49%: Försäkringsaktiebolaget Avanza Pension - 4.76% Nordnet Pensionsförsäkring - 2.73% Skandinaviska Enskilda - .2% SEB Life International - .1% Nordea Bank Abp - 0.7% Canada/UK/Middle East ~.6%: First Intl Bank of Israel - .3% Royal Bank of Canada - .1% Royal Bank of Canada - .1% HSBC - .1% A special thank you to the Swedish Media doing the work of US institutions: The West now has ~58.7% ownership. Swedish is now down to 8.49% due to local media. I wonder if they realized what they've done now scaring off local investors now that it's changed hands to US institutions/investors? The West have now acquired majority of the float before the CPO supercycle. You can also start to see US institutions like JP Morgan or Goldman Sachs building start positions (on behalf of institutional investors), probably off of US retail taking profits. This is likely after $SIVE reached a certain MC threshold for fund mandates. But a large % of it is still owned by US retail on places like $IBKR and Fidelity. (this is what I call frontrunning the institutions) TLDR: $SIVE went from majority: -> Swedish retail ownership -> US retail ownership -> gradual US Institution ownership as US retail takes profit or sells (if they figure out a way to scare off US retail like the Swedish media did).

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