ubs and the rest

Yesterdays fin review had ubs downgrading SFE from outperform to market perform. However they said that a special dividend next month etc should keep the stock where it is. Yet there was a big sell down.

I am confuesed here because below are some of the major holders of SFE. Does it mean that the rest of them have got it wrong and UBS has got it right? or vice versa.

However, there seems to be a lot of following in the daily broker rec. in the fin review. What do people think ?

Major Shareholders:
17-06-04 Goldman Sachs JBWere Group Holdings Pty Ltd -- 5.02 --
02-06-04 Deutsche Bank AG -- 5.01 --
18-05-04 Barclays Group 5.04 6.10 1,481,027
20-04-04 Commonwealth Bank Group -- 5.18 --
07-04-04 GMO Australia Ltd -- 5.03 --
21-01-04 Commonwealth Bank Group -- 5.00 --
12-01-04 Deutsche Bank AG 5.05 6.30 1,662,345
04-12-03 AMP Limited 8.59 9.69 1,451,456
31-10-03 452 Capital Pty Limited 6.32 7.41 1,461,551
23-10-03 AMP Limited 7.49 8.59 1,445,181
17-10-03 Barclays Group -- 5.04 --
01-10-03 AMP Limited 6.30 7.49 1,567,433
26-09-03 Deutsche Bank AG -- 5.05 --
12-09-03 The Goldman Sachs Group Inc -- 5.26 --
11-09-03 Goldman Sachs JBWere Group Holdings Pty Ltd -- 5.05 --
11-09-03 AMP Limited 5.20 6.30 1,443,770
15-08-03 AMP Limited -- 5.20 --
31-07-03 Barclays Group -- 5.10 --