Statement of Beneficial Ownership

[Admin]

BNY now has a ~6% ownership position if I'm reading this correctly.

www.conferencecalltranscripts.org/13G/summary2/?id=2359043

phx.corporate-ir.net/phoenix.zhtml?c=78121&p=irol-SECText&TEXT=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTEwNjg4MjczJkRTRVE9MCZTRVE9MCZTUURFU0M9U0VDVElPTl9FTlRJUkUmc3Vic2lkPTU3

phx.corporate-ir.net/phoenix.zhtml?c=78121&p=irol-SECText&TEXT=aHR0cDovL2FwaS50ZW5rd2l6YXJkLmNvbS9maWxpbmcueG1sP2lwYWdlPTEwNjg1NjgwJkRTRVE9MCZTRVE9MCZTUURFU0M9U0VDVElPTl9FTlRJUkUmc3Vic2lkPTU3

[christopher]

As of today, 2/10/16

Vanguard Group filed form SC 13G/A

Vanguard claims to now own 5,389,726 share of AMCC stock, which is 6.50% of shares held.

This is up from last years report of 4,755,540 shares of AMCC stock, which is 6.04% of shares held.

Vanguard stepped up and purchased 634,186 shares of AMCC stock during the 2015 season.

At least they are buying. This is good news.

[christopher]

Going back to another recent SC 13G/A released

Blackrock Financial

as of 12/31/15 Blackrock owned 4,538,330 shares of AMCC stock, which is 5.5% of shares held.

This is up from 12/31/14, where Blackrock owned 4,292,152 shares of AMCC stock, which is 5.5% of shares held.

Blackrock stepped up and purchased 246,178 shares of AMCC stock during the 2015 season.

At lease Blackrock is also buying shares of AMCC stock!  Also good news.  

[christopher]

phobos,

I am breaking down your post above on Bank of New York Mellon Corp.

as of 1/26/16 Mellon owned 5,213,270 shares of AMCC, which is 6.29% of shares held.

This is up from 3/9/15 where Mellon had owned 2,584,640 shares of AMCC stock, which is 3.27% of shares held.

Bank of New York Mellon stepped up to buy 2,628,630 shares of AMCC stock during the 2015 season.

Mellon stepped up in a very HUGE way to purchase over 2.6 million shares. very very good news.  

[Admin]

You know, all the increasing positions are very encouraging. This isn't just analysts who work for investment banks looking for a windfall when they get selected to do a share offering. These are legitimate investments by pros who are convinced that the share price is headed north in the near future. very interesting and encouraging news on this otherwise down day.

Thanks for posting christopher.

[christopher]

phobos,

I will partially agree with you.

The shares that were acquired, were done so over the past year, as a whole. The company did look a bit different financially at the beginning of 2015, than what it does now.

But, All that have purchased have continued to hold. That's a good thing!

We have had enough "down days",

With short ownership continuing to hold at just under 10%(a high number), could this recent large drop in share price be all about the "shorts" getting their payday before a sale of the company takes place?  (though it sure as hell feels like they have already had more than enough paydays)

[christopher]

Here is another one: shares were SOLD!

So much for my statement above that states: " All that have purchased have continued to hold"

The reporting person is:  FMR LLC:   Fidelity Growth Company Fund is listed 

As of 2/12/16 FMR LLC owns 11/367/288 shares of AMCC stock, which is 13.722% of shares held.

This is DOWN from 2/13/15 when FMR LLC owned 11,809,555 shares of AMCC stock, which was 14.999% of shares held.

FMR LLC sold 442,267 shares of AMCC stock during 2015.  not very good at all!    

BUT, they do own a large number of shares!

[Admin]

Gawd!

This story seems to be sending shares of CAVM higher, but if you read through it, what at first seems to be Jamie Dimon buying huge amounts of CAVM, is in fact JD buying huge amounts of JPM.

Story: www.insidermonkey.com/blog/top-jpmorgan-chase-co-jpm-executive-makes-huge-stock-purchase-plus-insider-buying-revealed-at-2-other-companies-426110/

"Arthur D. Chadwick, Chief Financial Officer and Vice President of Finance and Administration, bought 20,000 shares on Tuesday at a price of $47.77 per share, lifting his overall holding to 68,172 shares."

...but, later the article states:

"Columbus Circle Investors, managed by Clifford G. Fox, cut its stake in Cavium Inc. (NASDAQ:CAVM) by 481,530 shares during the fourth quarter to 572,369 shares."

And yet, the shares are rising as we speak.

You've got to parse these news stories oh so carefully.

[christopher]

We seem to have dropped to our lowest lows (I hope) We have been bouncing around here for a while now

www.finviz.com/quote.ashx?t=amcc

I wonder if we will have a news release some time next week??

Something to help drive us out of this hole we are in??!!

phobos,

I have found that any story with "Insider Monkey" written on it, is always a no truth story.