Finance: Ownership Changes at GW

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Apr 9 2013

There have been a LOT of ownership changes within Games Workshop in 2013. Take a look at this:

As of March 31, 2013 the major shareholders look like this:

Shareholder	Number of shares	Percentage
The Nomad Investment Partnership LP	5,154,141	16.2%
Investec Asset Management Ltd	3,087,765	9.7%
Ruffer LLP	2,557,260	8.1%
Tom Kirby	2,131,394	6.7%
Phoenix Asset Management Partners Ltd.	1,865,218	5.9%
FIL Limited	1,753,900	5.5%

And here’s what it looked like in early January 2013:

Shareholder	Number of shares	Percentage
The Nomad Investment Partnership LP	5,800,000	18.7%
Investec Asset Management Ltd	5,700,000	18.3%
Phoenix Asset Management Partners Ltd.	2,900,000	9.3%
Tom Kirby	2,131,394	6.7%
Ruffer LLP	800,000	2.5%
FIL Limited	800,000	2.5%

Some notes:

The largest three institutional investors (Nomad, Investec, Phoenix) begin selling off their GW portfolios within 1 week of the announcement of CEO Mark Wells leaving the company.

FIL and in particular Ruffer begin to purchase GW equity at a large rate. Ruffer bought a large set of shares as recently as March 21, 2013, bringing them above the 8% ownership mark.

Games Workshop equity has been fairly locked up and unchanged for a long time prior to 2013.

Thoughts and ideas?

Company about to skyrocket?
Company about to crater?
Company about to get bought?
Business as usual?

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Author: Larry Vela

Dad, Gamer, Publisher, Pilot, Texan. All games all the time since junior-high. I started BoLS Interactive in 2006. I’m a lifelong tabletop & RPG gaming enthusiast, and internet publisher working to entertain and inform my readers every day. I've been playing RPGs and Tabletop Games since the 1970s. I'm been playing and covering Warhammer and Warhammer 40K for over 35 years.

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