Ann: Change in substantial holding, page-7

Oz Super has reduced position too (see another ann)

I don't think super funds can have too large a stake given what is now known, it is just simply beyond their remit / risk profile.

I think roofy said he was surprised they even considered GSW and I agree with that, I am surprised too. Obviously they see something here but yeah, exposure reduction would have been mandated from above to the analysts I reckon.