top 20 lists

Some may find this of interest.

This list takes the Top 20 shown for 31 March 2011, and what happened with them by Top 20 list 12 March 2012...goes some way to explaining the sp movement over the last 12 months...and probably continuing.

NAME:.................2011........2012........RESULT

1. HSBC...............110.622M....119.047M....+8.375M
2. National Noms.....69.508M.....26.358M....-43.150M
3. HSBC A/C 2........62.513M.....24.306M....-38.207M
4. JP Morgan (cash)..57.414M.....28.453M....-28.961M
5. Escot.................48.400M.....48.400M.....unchanged
6. JP Morgan..........41.025M.....11.541M....-29.484M
7. Nefco..................38.248M.....20.212M....-18.036M
8. Citicorp...............34.459M.....78.228M....+43.769M
9. Packwood...........17.000M.....17.000M.....unchanged
10. Daly Finance......14.600M.....14.600M.....unchanged
11. Boom Securities...14.599M.....16.423M....+1.829M
12. WD Goodfellow.....11.942M.....12.062M....-0.120M
13. D Whitboy............11.000M.....11.000M.....unchanged
14. Merrill Lynch.........8.337M......6.486M....-1.851M
15. HSBC (GSCO)........8.211M.....10.919M....+2.708M
16. Grace Found........7.175M......?????M......GONE
17. MorganStanley a/c1.6.879M......?????M......GONE
18. Messara Invest.......6.850M......6.450M....-0.400M
19. Martin & McFarlane.6.300M......?????M......GONE
20. ABN Amro.............5.753M......5.906M....+0.153M

Additions to the Top 20 as at 12 March 2012.

@ 13. Wales Aust Res. with 11.166M
@ 16. Smundin Group with 6.533M
@ 19. Commsec with 6.115M

MINUSES... -180.443M (incl 3 x GONE)
PLUSES.... +56.954M +23.814M (new additions) = +80.768M
So close to 100M (7.17%) gone from top 20.

On top of these changes, there's the difference between Byrne's Top 10 as at 31 Dec 2011 (listed in his Corp Preso 31 January 2012), and the Top 20 12 March 2012 (Ann.Fin.Report).

Byrne's List:

NAME:......................31 Dec 11......12 March 12

ANZ Bkg Grp................52.200M.........gone
Valiance Asset Mgmt....50.108M.........gone
New City Inv Mgrs..........29.261M.........gone
Credit Suisse................24.482M.........gone
Pictet & Cie..................24.345M.........gone
Dimensional Fund Adv...20.561M.........gone
Allianz Global Inv...........12.164M.........gone

TOTAL: 213.121M

Some of these could be sitting inside one of the Nominees Accts, but some like ANZ Bkg Grp definitely are not.
Three others from his list are still in the 12 March 2012 Top 20 with unchanged holdings, viz; Escot, Packwood, and Daly Fin.