🐦 推特SerenityV1 · 实盘没法做把握 5/10
北京时间·🕒 发布 05-10 05:56:16时区推断·⟳ 抓取 06-03 18:59:36回填·⚡ 决策 06-17 03:43:46·132.5 天前
KOL分析Sivers Semiconductors股东结构称美国机构抢筹CPO概念
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The US/West now controls majority of the shares of $SIVE. With Goldman Sachs/JP Morgan/Morgan Stanley and other US inst…
不做 SIVE.US
标的代码有误,Sivers Semiconductors主要在瑞典上市(SIVE.ST),美股OTC代码为SIVSF且流动性极差;且推文为KOL对股东名册的主观解读,无实质新催化剂。
不做 IBKR.US
纯噪音,IBKR作为券商代客持有9.3%股份属正常经纪业务,对IBKR自身基本面与股价无任何影响。
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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 scar
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 scar
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