Bătălia pentru resurse și bani naște monștri!!! MILIARDARII DIN SPATELE CORTINEI (lV) – Enel SpA

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Algoritmul deslusit în lucrarea MASTER OF CHESS – THE COMPLETE GUIDE TO FINANCIAL MARKET LEADERSHIP FOR ANYONE conduce la concluzia că în spatele afacerilor cu resurse stau aceleași companii. V-am arătat încă de la începutul acestui serial că în toate cazurile pe care le-am adus în fața cititorilor întâlnim în mod direct sau prin firme interpuse nume colosale din mediul de afaceri Mondial. Astăzi vom trata subiectul ENEL, o companie cunoscută în Europa.

 

Name

Equities % Valuation
 Government of Italy 2,397,856,331 23.59 % 14 975 M €
 Norges Bank Investment Management 222,533,049 2.189 % 1 390 M €
 Thornburg Investment Management, Inc. 72,831,761 0.7164 % 455 M €
 Causeway Capital Management LLC 67,094,385 0.6599 % 419 M €
 Cassa Nazionale di Previdenza & Assistenza Forense 52,417,000 0.5156 % 327 M €
 Geode Capital Management LLC 43,826,949 0.4311 % 274 M €
 Deka Investment GmbH 38,106,980 0.3748 % 238 M €
 Capital Research & Management Co. (World Investors) 34,676,048 0.3411 % 217 M €
 Ente Nazionale di Previdenza ed Assistenza dei Medici 31,979,518 0.3146 % 200 M €
 Capital International Ltd. 27,376,981 0.2693 % 171 M €

Sursa:             www.marketscreener.com/quote/stock/ENEL-S-P-A-70935/company/

Conform www.enel.com, capitalul social al companiei se ridică la 10.166.679.946 euro si este format din 10.166.679.946 acţiuni ordinare cu o valoare nominală de 1 euro.

Potrivit aceluiasi site, “in virtutea dezvoltării internaționale a companiei și a profitabilității în creștere, alături de o politică puternică de mediu și sustenabilitate, precum și a adoptării celor mai bune practici privind transparența și guvernanța corporativă, acționarii Enel includ fonduri de investiții naționale și internaționale, companii de asigurări, pensii și etică. fonduri, precum și aproximativ 800.000 de mici economisitori.

 Marketscreener.com, notează că, printre cei 56,7% deținători de acțiuni ai ENEL SpA apar si următorii:

Name Equities % Valuation
 The Vanguard Group, Inc.
268,892,282 – €
 BlackRock Investment Management (UK) Ltd. 84,563,367 – €
 DWS Investment GmbH 78,039,776 – €
 FIL Investment Advisors (UK) Ltd. 35,196,277 – €
 M&G Investment Management Ltd. 34,834,276 – €
 Allianz Global Investors GmbH 19,128,302 – €
 Invesco Asset Management Ltd. 19,019,232 – €
 Vanguard Global Advisers LLC 18,770,875 – €
 Credit Suisse Asset Management (Schweiz) AG 17,983,658 – €

Conform https://www.marketscreener.com/quote/stock/DWS-GROUP-GMBH-CO-KGAA-42547870/company/

Multe dintre companiile de mai sus fac parte din TRUSTUL FINANCIAR MONDIAL.

La o atentă analiză, vom observa că și alte firme, chiar dacă nu direct, au printre acționari tot societăți  din TRUST. Este cazul DWS Investment GmbH, al băncii Credit Suisse Group AG sau, nu în ultimul rând, al M&G Investment Management Ltd.

DWS Investment GmbH  , la randul ei, îi are ca acționari majoritari pe următorii:

Name Equities % Valuation
 DEUTSCHE BANK AG 158,981,872 79.49 % 5 108 M €
 Nippon Life Insurance Co. (Investment Portfolio) 10,000,000 5.000 % 321 M €
 Union Investment Privatfonds GmbH 1,807,737 0.9039 % 58 M €
 Norges Bank Investment Management 1,205,450 0.6027 % 39 M €
 The Vanguard Group, Inc. 1,170,515 0.5853 % 38 M €
 Allianz Global Investors GmbH 432,579 0.2163 % 14 M €
 Fidelity Management & Research Co. LLC 376,209 0.1881 % 12 M €
 Amundi SGR SpA 327,901 0.1640 % 11 M €
 Dimensional Fund Advisors LP 268,562 0.1343 % 9 M €
 Mandatum Life Sijoituspalvelut Oy 190,000 0.0950 % 6 M €
 

 Credit Suisse Asset Management (Schweiz) AG

ETFs positioned on Credit Suisse Group AG

Name AuM 5d. change 1st Jan change Investor Rating
 VANGUARD FTSE EUROPE ETF – USD  17,329,140,533 +2.49% +11.29%
 SCHWAB FUNDAMENTAL INTERNATIONAL LARGE COMPANY INDEX ETF – USD  9,040,754,199 +2.22% +11.08%
 ISHARES CORE MSCI EUROPE UCITS ETF (DIST) – EUR  6,873,925,907 +1.99% +9.56%
 ISHARES ESG AWARE MSCI EAFE ETF – USD  6,663,974,297 +2.28% +10.96%
 ISHARES STOXX EUROPE 600 UCITS ETF (DE) – EUR  6,262,239,739 +2.06% +8.90%
 LYXOR CORE STOXX EUROPE 600 (DR) – UCITS ETF ACC – EUR  5,650,445,676 +2.08% +10.74%
 ISHARES CORE MSCI EUROPE UCITS ETF (ACC) – EUR  5,403,726,232 +1.91% +11.28%
 ISHARES CORE MSCI EAFE IMI INDEX ETF – CAD  4,227,476,701 +0.58% +7.10%
 ISHARES CORE MSCI EUROPE ETF – USD  3,994,020,308 +2.53% +10.80%
 XTRACKERS MSCI EUROPE ETF 1C  3,543,065,743 +0.45% +10.09%
 XTRACKERS STOXX EUROPE 600 UCITS ETF (DR) 1C – EUR  1,744,923,856 +2.07% +10.57%
 ISHARES EUROPE ETF – USD  1,693,694,507 +2.48% +11.60%
 AMUNDI IS MSCI EUROPE ETF DR  1,655,405,528 +0.47% +10.10%
 INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF – USD  1,438,532,986 +2.37% +8.23%
 ISHARES CORE MSCI EAFE IMI INDEX ETF (CAD-HEDGED) – CAD  671,404,523 +0.32% +11.37%
 AMUNDI INDEX MSCI EUROPE UCITS ETF DR (D) – EUR  495,459,864 +1.99% +11.00%
 DEKA MSCI EUROPE UCITS ETF – EUR  302,209,132 +1.79% +8.90%
 ISHARES MSCI EAFE ETF – AUD  276,808,230 +1.68% +12.19%
 BNP PARIBAS EASY MSCI EUROPE ESG FILTERED MIN TE UCITS ETF – C – EUR  271,135,457 +2.06% +11.35%
 SPDR MSCI EAFE FOSSIL FUEL RESERVES FREE ETF – USD  205,185,973 +2.68% +10.85%
 ISHARES MSCI EUROPE IMI INDEX ETF – CAD  198,676,097 +0.68% +8.42%
 HSBC MSCI EUROPE UCITS ETF – EUR  128,939,488 +2.03% +10.12%
 XTRACKERS MSCI EUROPE UCITS ETF 2C (USD HEDGED) – USD  126,546,221 +2.08% +11.46%
 VANGUARD FTSE DEVELOPED EUROPE ALL CAP INDEX ETF – CAD  114,402,001 -.–% -.–%
 FRANKLIN FTSE EUROPE ETF – USD  102,554,028 +2.46% +12.22%
 XTRACKERS MSCI EUROPE UCITS ETF 1D – USD  94,056,370 +1.98% +9.76%
 ISHARES MSCI EUROPE IMI INDEX ETF HEDGED – CAD  93,832,018 +0.14% +8.82%
 HSBC EUROPE SUSTAINABLE EQUITY UCITS ETF – ACC – EUR  62,066,631 +2.67% +11.98%
 UBS ETF (LU) MSCI EUROPE UCITS ETF (HEDGED TO CHF) A-ACC – CHF  30,895,835 +0.73%  0.00%
 AMUNDI PRIME EUROPE UCITS ETF – EUR  27,499,905 +1.97% +11.16%
 RBC QUANT EAFE DIVIDEND LEADERS (CAD HEDGED) ETF – DISTRIBUTING – CAD  26,870,421 +2.45% -.–%
 DAY HAGAN/NED DAVIS RESEARCH SMART SECTOR INTERNATIONAL ETF – USD  23,998,099 +1.96% +9.02%
 RBC QUANT EUROPEAN DIVIDEND LEADERS ETF – DISTRIBUTING – CAD  19,414,617 -.–% -.–%
 AMUNDI PRIME EUROPE UCITS ETF DR (C) – EUR  18,013,272 +1.99% +11.02%
 AMUNDI MSCI EUROPE CLIMATE TRANSITION CTB UCITS ETF DR – EUR  16,792,648 +2.17% +13.59%
 DEMOCRACY INTERNATIONAL FUND ETF – USD  10,673,870 +0.91% +8.77%
 XTRACKERS STOXX EUROPE 600 UCITS ETF 2C – EUR HEDGED – EUR  8,508,634 +2.10% +10.32%
 RBC QUANT EAFE DIVIDEND LEADERS ETF – USD  3,864,512 -.–% -.–%
 RBC QUANT EAFE EQUITY LEADERS ETF – USD  1,599,974 -.–% +9.68%
 RBC QUANT EUROPEAN DIVIDEND LEADERS ETF – USD  1,491,359 -4.48% +4.99%
 SPDR MSCI EUROPE CLIMATE PARIS ALIGNED UCITS ETF (ACC) – EUR  1,076,008 +1.83% +11.58%
HSBC MSCI EUROPE UCITS ETF EUR (ACC) – EUR  712,521 +1.06% +9.41%

Sursa:         https://www.marketscreener.com/quote/stock/CREDIT-SUISSE-GROUP-AG-9364979/positions/

Companiile evidențiate în culoarea galbenă în tabelele prezentate în material fac parte din TRUSTUL FINANCIAR MONDIAL.

M&G Investment Management Ltd.

Institutional shareholders                            https://markets.ft.com/data/equities/tearsheet/profile?s=MNG:LSE

  • Top holders
Holder Shares % Held
Kingdom Holding Co. (Investment Management)AS OF 28 APR 2023 150.33m 6.37%
Silchester International Investors LLPAS OF 31 DEC 2022 118.57m 5.02%
Schroder Investment Management Ltd.AS OF 31 DEC 2022 114.71m 4.86%
Norges Bank Investment ManagementAS OF 31 DEC 2022 94.15m 3.99%
The Vanguard Group, Inc.AS OF 01 JUN 2023 70.09m 2.97%
BlackRock Investment Management (UK) Ltd.AS OF 01 JUN 2023 57.50m 2.44%
Jupiter Asset Management Ltd.AS OF 01 JUN 2023 50.67m 2.15%
Janus Henderson Investors UK Ltd.AS OF 01 JUN 2023 47.76m 2.02%
Rathbones Investment Management Ltd.AS OF 01 JUN 2023 47.32m 2.01%
BlackRock Advisors (UK) Ltd.AS OF 31 DEC 2022 41.92m 1.78%

Data from 31 Dec 2022 – 02 May 2023

Graficul de mai jos reprezintă rezultatul investigațiilor referitoare la acționarii văzuți și mai puțin vizibili ai companiei ENEL.

LISTA TRUST FINANCIAR

  • GOLDMAN SACHS GROUP
  • CITI GROUP
  • WELLS FARGO
  • BANK OF AMERICA
  • MORGAN STANLEY
  • JP MORGAN CHASE
  • ALLIANZ
  • WASHINGTON MUTUAL
  • LLOYDS BANKING GROUP
  • STATE STREET GLOBAL SSGA FUNDS MANAGEMENT
  • BLACK ROCK
  • VANGUARD GROUP
  • HSBC
  • BANK OF NEW YORK MELLON
  • STANDARD & POOR AEROSPACE AND DEFENCE ( S&P – SPDR )
  • FIDELITY INVESTMENTS
  • AMUNDI SSET MANAGEMENT
  • PRUDENTIAL FINANCIAL
  • FRANKLIN TEMPLETON
  • NORTHERN TRUST GLOBAL / INVESTMENTS
  • WELLINGTON MANAGEMENT
  • DIMENTIONAL FUND ADVISOR ( DFA)
  • JANUS CAPITAL
  • MILLENIUM MANAGEMENT
  • i SHARE RUSSEL
  • DODGE & COX
  • GEODE CAPITAL MANAGEMENT
  • SPDR S&P ETF TRUST
  • GUVERNEMENT PENSION FUND-GLOBAL
  • CAPITAL RESERCH AND MANAGEMENT
  • OAKMARK INTERNATIONAL FUND
  • HEARTLAND ADVISORS
  • CHARLES SCHWAB
  • INVESCO
  • FIRST TRUST ADVISORS
  • ROWE PRICE
  • SUSQUEHANNA
  • PARAMETRIC
  • CITADEL ADVISORS
  • LOOMIS SAYLES
  • PUTNAM
  • BARCLAYS
  • AMERICAN MUTUAL FUNDS
  • INVESTMENTS OF AMERICA
  • CLEARBRIDJE INVESTMENTS
  • AMERIPRISE
  • MACQUARIE GROUP
  • BRIDGE BUILDER
  • AMERICAN FUNDS GLOBAL
  • UBS
  • BANK OF MONTREAL
  • BERKSHIRE HATHAWAY INC.

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