Holders over time
- SPXC
- GEV
| Quarter | SPXC | GEV |
|---|---|---|
| Q3 2022 | 1 holders, $38m | none listed holders, n.a. |
| Q4 2022 | 1 holders, $39m | none listed holders, n.a. |
| Q1 2023 | 3 holders, $109m | none listed holders, n.a. |
| Q2 2023 | 5 holders, $202m | none listed holders, n.a. |
| Q3 2023 | 4 holders, $231m | none listed holders, n.a. |
| Q4 2023 | 6 holders, $356m | none listed holders, n.a. |
| Q1 2024 | 8 holders, $565m | 3 holders, $544m |
| Q2 2024 | 6 holders, $594m | 26 holders, $9.8bn |
| Q3 2024 | 6 holders, $687m | 31 holders, $11.9bn |
| Q4 2024 | 6 holders, $594m | 37 holders, $15.3bn |
| Q1 2025 | 7 holders, $491m | 36 holders, $14.8bn |
| Q2 2025 | 6 holders, $793m | 36 holders, $26.3bn |
| Q3 2025 | 10 holders, $1.4bn | 35 holders, $29.5bn |
| Q4 2025 | 9 holders, $1.4bn | 34 holders, $28.7bn |
| Q1 2026 | 8 holders, $1.4bn | 31 holders, $36.7bn |
| Q2 2026 | 14 holders, $2.1bn | 28 holders, $45.0bn |
SPX Technologies Inc
- Holders
- 14
- Reported value
- $2.1bn
- Buyers
- 23
- Sellers
- 13
Breadth +10 among 91 comparable managers.
Ge Vernova Inc
- Holders
- 28
- Reported value
- $45.0bn
- Buyers
- 13
- Sellers
- 33
Breadth -20 among 91 comparable managers.
Who holds both, Q2 2026
Both (6)
AllianceBernstein LP, Artisan Partners LP, Capital World Investors, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC
Only SPXC (8)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, D. E. Shaw & Co., Freestone Grove Partners LP, Moore Capital Management LP, PDT Partners LLC, Point72 Asset Management LP, Verition Fund Management LLC
Only GEV (22)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Coatue Management LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Man Group PLC, Maverick Capital Ltd, MFS Investment Management, Polen Capital Management LLC, T. Rowe Price Associates Inc, Tiger Global Management LLC, Voloridge Investment 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.