Holders over time
- FTI
- GE
| Quarter | FTI | GE |
|---|---|---|
| Q3 2020 | 12 holders, $216m | none listed holders, n.a. |
| Q4 2020 | 7 holders, $124m | none listed holders, n.a. |
| Q1 2021 | 6 holders, $123m | none listed holders, n.a. |
| Q2 2021 | 10 holders, $573m | none listed holders, n.a. |
| Q3 2021 | 6 holders, $465m | 25 holders, $26.6bn |
| Q4 2021 | 6 holders, $392m | 26 holders, $26.6bn |
| Q1 2022 | 8 holders, $705m | 25 holders, $27.5bn |
| Q2 2022 | 8 holders, $624m | 24 holders, $19.7bn |
| Q3 2022 | 8 holders, $1.0bn | 22 holders, $17.9bn |
| Q4 2022 | 14 holders, $1.7bn | 27 holders, $23.5bn |
| Q1 2023 | 16 holders, $1.8bn | 27 holders, $29.4bn |
| Q2 2023 | 13 holders, $2.1bn | 36 holders, $33.2bn |
| Q3 2023 | 12 holders, $2.5bn | 31 holders, $32.0bn |
| Q4 2023 | 15 holders, $2.1bn | 34 holders, $35.7bn |
| Q1 2024 | 18 holders, $2.7bn | 39 holders, $48.3bn |
| Q2 2024 | 20 holders, $3.0bn | 35 holders, $44.2bn |
| Q3 2024 | 18 holders, $2.9bn | 33 holders, $50.4bn |
| Q4 2024 | 19 holders, $2.9bn | 35 holders, $42.1bn |
| Q1 2025 | 20 holders, $3.5bn | 36 holders, $48.4bn |
| Q2 2025 | 18 holders, $3.8bn | 33 holders, $61.9bn |
| Q3 2025 | 16 holders, $4.2bn | 31 holders, $67.0bn |
| Q4 2025 | 15 holders, $5.0bn | 35 holders, $67.3bn |
| Q1 2026 | 20 holders, $8.0bn | 38 holders, $62.0bn |
| Q2 2026 | 17 holders, $6.5bn | 33 holders, $76.9bn |
Technipfmc PLC
- Holders
- 20
- Reported value
- $3.0bn
- Buyers
- 13
- Sellers
- 8
Breadth +5 among 94 comparable managers.
Ge Aerospace
- Holders
- 35
- Reported value
- $44.2bn
- Buyers
- 21
- Sellers
- 20
Breadth +1 among 94 comparable managers.
Who holds both, Q2 2024
Both (16)
AllianceBernstein LP, AQR Capital Management LLC, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital World Investors, Fidelity (FMR LLC), Holocene Advisors LP, Man Group PLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Quantbot Technologies LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Two Sigma Advisers LP
Only FTI (4)
ExodusPoint Capital Management LP, Maverick Capital Ltd, PDT Partners LLC, Point72 Asset Management LP
Only GE (19)
Acadian Asset Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Capital Research Global Investors, Dodge & Cox, Egerton Capital UK LLP, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Marshall Wace LLP, Schonfeld Strategic Advisors LLC, TCI Fund Management Ltd, Trian Fund Management LP, Verition Fund Management LLC, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners LP
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.