News Focus
News Focus
Followers 54
Posts 7360
Boards Moderated 0
Alias Born 11/18/2016

Re: FOFreddie post# 606552

Tuesday, 04/28/2020 12:03:51 PM

Tuesday, April 28, 2020 12:03:51 PM

Post# of 864406
Thanks for the link.

I don't see Pershing Square on there at all, even though Ackman has publicly published his Fannie Mae holdings. That's part of why I don't trust any of these institutional holdings lists to be comprehensive.

I did poke around a few more of Capital Group's funds:
AIVSX Quarterly Holdings
CWGIX Quarterly Holdings
GBLAX Quarterly Holdings

Those three combine for another $164M in FnF prefs, mostly FNMAS and FMCKJ. I looked at several other funds and didn't see any FnF common or pref ownership.

Combined with the $760M of prefs and $330M of commons in the Growth Fund of America, I get an overall pref percentage of 73.7%. I didn't look at every single fund, though, so if I missed any other FnF common or pref ownership let me know.