Change in substantial holdings for 22/8/2014

Change in substantial holdings for 22/8/2014. The images attached show the change in substantial holdings for the previous days trading. As reporting season rolls into it's penultimate week we continue to observe heightened levels of activity in substantial holdings notices. A change in long term CEO at SMS Management & Technology has not deterred Clime Investment Management who have used recent weakness to increase their existing holding in the Company. PM Capital now own over 17% of Asia Pacific Data Centre Group (AJD) up from 12.1%. BT Investment Management have initiated a substantial holding in aquaculture business Tassal (TSR). Perpetual look to be taking some money off the table on ARB Corporation (ARP), Nick Scali (NCK) and NIB Holdings (NHF) after all three have had recent share price appreciation. Perpetual also continue to build their substantial positions in Enero Group (EGG) and Transpacific Industries (TPI). Full details in images attached.


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