BrightSphere Investment Group Ownership 2024 | Who Owns BrightSphere Investment Group Now?
Institutional Ownership
97.23%
Insider Ownership
0.90%
Retail Ownership
1.87%
Institutional Holders
160.00
BrightSphere Investment Group Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PAULSON & CO. INC. | 22.91% | 14.67% | 8,950,121 | - | - | 198,424,183 | Jun 30, 2024 |
| BLACKROCK INC. | 13.19% | 0.00% | 5,153,319 | -331,012 | -6.04% | 114,249,076 | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.23% | 0.00% | 2,433,388 | -225,896 | -8.49% | 53,948,211 | Jun 30, 2024 |
| EMPYREAN CAPITAL PARTNERS, LP | 4.81% | 2.44% | 1,880,634 | - | - | 41,693,656 | Jun 30, 2024 |
| AZORA CAPITAL LP | 4.69% | 1.87% | 1,832,630 | 141,049 | 8.34% | 40,629,407 | Jun 30, 2024 |
| STATE STREET CORP | 3.41% | 0.00% | 1,332,810 | -199,550 | -13.02% | 29,548,398,000 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3.07% | 0.07% | 1,199,669 | -2,245 | -0.19% | 26,596,662 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 2.88% | 0.01% | 1,126,772 | 4,399 | 0.39% | 24,980,087 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 2.85% | 1.14% | 1,112,475 | -15,772 | -1.40% | 24,663,571 | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | 2.68% | 0.09% | 1,048,818 | - | - | 23,252,295 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 1.98% | 0.01% | 773,519 | 14,128 | 1.86% | 17,148,916 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.65% | 0.00% | 643,074 | -134,543 | -17.30% | 14,256,951 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.58% | 0.00% | 618,401 | -68,239 | -9.94% | 13,712,960 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.44% | 0.00% | 560,803 | 52,403 | 10.31% | 12,433,002 | Jun 30, 2024 |
| VICTORY CAPITAL MANAGEMENT INC | 1.39% | 0.01% | 542,259 | -7,532 | -1.37% | 12,021,882 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.06% | 0.01% | 414,161 | 14,384 | 3.60% | 9,182,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.05% | 0.00% | 410,926 | -146,994 | -26.35% | 9,110,267 | Jun 30, 2024 |
| INVESCO LTD. | 1.00% | 0.00% | 390,885 | 109,618 | 38.97% | 8,665,921 | Jun 30, 2024 |
| SYSTEMATIC ALPHA INVESTMENTS, LLC | 0.95% | 0.31% | 370,108 | - | - | 8,205,294 | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | 0.89% | 0.14% | 346,293 | - | - | 7,677,316 | Jun 30, 2024 |
BrightSphere Investment Group's largest institutional shareholder is PAULSON & CO. INC., holding 22.91% of the company's total share outstanding, currently valued at $198.42M. The top 10 institutional shareholders own together 66.74% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PAULSON & CO. INC. | 22.91% | 14.67% | 8,950,121 | - | - | 198,424,183 | Jun 30, 2024 |
| EMPYREAN CAPITAL PARTNERS, LP | 4.81% | 2.44% | 1,880,634 | - | - | 41,693,656 | Jun 30, 2024 |
| AZORA CAPITAL LP | 4.69% | 1.87% | 1,832,630 | 141,049 | 8.34% | 40,629,407 | Jun 30, 2024 |
| EJF CAPITAL LLC | 0.25% | 1.61% | 98,116 | - | - | 2,175,232 | Jun 30, 2024 |
| NORTH REEF CAPITAL MANAGEMENT LP | 2.85% | 1.14% | 1,112,475 | -15,772 | -1.40% | 24,663,571 | Jun 30, 2024 |
| DENALI ADVISORS LLC | 0.41% | 0.97% | 160,000 | 2,909 | 1.85% | 3,547,200 | Jun 30, 2024 |
| KESTREL INVESTMENT MANAGEMENT CORP | 0.16% | 0.93% | 63,381 | - | - | 1,405,000 | Jun 30, 2024 |
| SYSTEMATIC ALPHA INVESTMENTS, LLC | 0.95% | 0.31% | 370,108 | - | - | 8,205,294 | Jun 30, 2024 |
| KEELEY-TETON ADVISORS, LLC | 0.22% | 0.25% | 86,979 | -2,589 | -2.89% | 1,928,324 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.09% | 0.14% | 34,156 | -45,844 | -57.30% | 757,239 | Jun 30, 2024 |
| SOROS FUND MANAGEMENT LLC | 0.89% | 0.14% | 346,293 | - | - | 7,677,316 | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | 0.05% | 0.13% | 18,345 | 18,345 | 100.00% | 406,709 | Jun 30, 2024 |
| ALGERT GLOBAL LLC | 0.40% | 0.11% | 154,440 | -5,764 | -3.60% | 3,424,000 | Jun 30, 2024 |
| IMPAX ASSET MANAGEMENT GROUP PLC | 2.68% | 0.09% | 1,048,818 | - | - | 23,252,295 | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | 0.01% | 0.09% | 2,837 | -770 | -21.35% | 62,896 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.11% | 0.09% | 41,748 | 31,549 | 309.33% | 925,553 | Jun 30, 2024 |
| LINDEN THOMAS ADVISORY SERVICES, LLC | 0.05% | 0.07% | 20,960 | 1,889 | 9.91% | 464,683 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3.07% | 0.07% | 1,199,669 | -2,245 | -0.19% | 26,596,662 | Jun 30, 2024 |
| RICHARD BERNSTEIN ADVISORS LLC | 0.35% | 0.07% | 138,290 | - | - | 3,065,889 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.03% | 0.07% | 10,830 | 10,830 | 100.00% | 240,101 | Jun 30, 2024 |
The largest BrightSphere Investment Group shareholder by % of total assets is PAULSON & CO. INC.. The company owns 8.95M shares of BrightSphere Investment Group (BSIG), representing 14.67% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| AZORA CAPITAL LP | 4.69% | 1.87% | 1,832,630 | 141,049 | 8.34% | 40,629,407 | Jun 30, 2024 |
| NORGES BANK | 0.32% | 0.00% | 125,264 | 125,264 | 100.00% | 2,777,103 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | 0.39% | 0.01% | 154,000 | 115,300 | 297.93% | 3,414,180 | Jun 30, 2024 |
| INVESCO LTD. | 1.00% | 0.00% | 390,885 | 109,618 | 38.97% | 8,665,921 | Jun 30, 2024 |
| HRT FINANCIAL LP | 0.28% | 0.01% | 107,418 | 107,418 | 100.00% | 2,381,000 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.22% | 0.00% | 84,328 | 84,328 | 100.00% | 1,869,552 | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | 0.14% | 0.02% | 54,315 | 54,315 | 100.00% | 1,204,164 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.44% | 0.00% | 560,803 | 52,403 | 10.31% | 12,433,002 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.61% | 0.00% | 238,751 | 50,289 | 26.68% | 5,293,111 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.58% | 0.00% | 225,361 | 49,583 | 28.21% | 4,996,254 | Jun 30, 2024 |
| D. E. SHAW & CO., INC. | 0.48% | 0.00% | 188,702 | 46,099 | 32.33% | 4,183,523 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.14% | 0.01% | 52,785 | 38,131 | 260.21% | 1,170,000 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.13% | 0.00% | 48,949 | 34,607 | 241.30% | 1,085,199 | Jun 30, 2024 |
| PDT PARTNERS, LLC | 0.11% | 0.09% | 41,748 | 31,549 | 309.33% | 925,553 | Jun 30, 2024 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 0.17% | 0.01% | 67,875 | 30,522 | 81.71% | 1,504,789 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.18% | 0.00% | 69,994 | 29,095 | 71.14% | 1,551,768 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.07% | 0.00% | 29,002 | 29,002 | 100.00% | 642,974 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | 0.09% | 0.06% | 36,319 | 26,415 | 266.71% | 805,000 | Jun 30, 2024 |
| CENTIVA CAPITAL, LP | 0.09% | 0.01% | 35,977 | 24,117 | 203.35% | 797,610 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.27% | 0.00% | 103,690 | 23,232 | 28.87% | 2,298,807 | Jun 30, 2024 |
As of Jun 30 2024, BrightSphere Investment Group's largest institutional buyer is AZORA CAPITAL LP. The company purchased 141.05K stocks of BSIG, valued at $40.63M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| BLACKROCK INC. | 13.19% | 0.00% | 5,153,319 | -331,012 | -6.04% | 114,249,076 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | - | - | - | -261,105 | -100.00% | - | Jun 30, 2024 |
| VANGUARD GROUP INC | 6.23% | 0.00% | 2,433,388 | -225,896 | -8.49% | 53,948,211 | Jun 30, 2024 |
| STATE STREET CORP | 3.41% | 0.00% | 1,332,810 | -199,550 | -13.02% | 29,548,398,000 | Jun 30, 2024 |
| MORGAN STANLEY | 1.05% | 0.00% | 410,926 | -146,994 | -26.35% | 9,110,267 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -137,887 | -100.00% | - | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.65% | 0.00% | 643,074 | -134,543 | -17.30% | 14,256,951 | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | - | - | - | -77,216 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.06% | 0.00% | 23,765 | -68,648 | -74.28% | 527,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.58% | 0.00% | 618,401 | -68,239 | -9.94% | 13,712,960 | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -57,000 | -100.00% | - | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 0.71% | 0.00% | 275,568 | -49,916 | -15.34% | 6,109,339 | Jun 30, 2024 |
| MALTESE CAPITAL MANAGEMENT LLC | 0.09% | 0.14% | 34,156 | -45,844 | -57.30% | 757,239 | Jun 30, 2024 |
| MILLENNIUM MANAGEMENT LLC | 0.61% | 0.00% | 236,566 | -43,032 | -15.39% | 5,244,668 | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -32,385 | -100.00% | - | Jun 30, 2024 |
| MARTINGALE ASSET MANAGEMENT L P | 0.04% | 0.01% | 14,318 | -24,928 | -63.52% | 317,431 | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.46% | 0.00% | 181,229 | -23,924 | -11.66% | 4,017,847 | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -23,497 | -100.00% | - | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.37% | 0.00% | 146,144 | -22,226 | -13.20% | 3,240,013,000 | Jun 30, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 0.16% | 0.01% | 62,169 | -21,817 | -25.98% | 1,378,000 | Jun 30, 2024 |
As of Jun 30 2024, BrightSphere Investment Group's biggest institutional seller is BLACKROCK INC.. The company sold -0.33M shares of BSIG, valued at $114.25M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 0.32% | 0.00% | 125,264 | 125,264 | 100.00% | 2,777,103 | Jun 30, 2024 |
| MAVERICK CAPITAL LTD | 0.14% | 0.02% | 54,315 | 54,315 | 100.00% | 1,204,164 | Jun 30, 2024 |
| LPL FINANCIAL LLC | 0.07% | 0.00% | 29,002 | 29,002 | 100.00% | 642,974 | Jun 30, 2024 |
| CLEARALPHA TECHNOLOGIES LP | 0.05% | 0.13% | 18,345 | 18,345 | 100.00% | 406,709 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 16,270 | 16,270 | 100.00% | 360,706 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.04% | 0.00% | 16,109 | 16,109 | 100.00% | 357,137 | Jun 30, 2024 |
| FRANKLIN RESOURCES INC | 0.03% | 0.00% | 11,715 | 11,715 | 100.00% | 259,721 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.03% | 0.07% | 10,830 | 10,830 | 100.00% | 240,101 | Jun 30, 2024 |
| GLADIUS CAPITAL MANAGEMENT LP | 0.00% | 0.00% | 1,435 | 1,435 | 100.00% | 31,814 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | - | 400 | 400 | 100.00% | 8,868,000 | Jun 30, 2024 |
| MACQUARIE GROUP LTD | 0.00% | - | 302 | 302 | 100.00% | 6,695 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 192 | 192 | 100.00% | 4,181 | Jun 30, 2024 |
| ALTSHULER SHAHAM LTD | 0.00% | 0.00% | 157 | 157 | 100.00% | 3,481 | Jun 30, 2024 |
| QUARRY LP | 0.00% | 0.00% | 111 | 111 | 100.00% | 2,461 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 105 | 105 | 100.00% | 2,328 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.00% | 20 | 20 | 100.00% | 443 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 5 | 5 | 100.00% | 111 | Jun 30, 2024 |
BrightSphere Investment Group's largest new institutional shareholder by number of shares is NORGES BANK, purchased 125.26K shares, valued at $2.78M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| ALLIANZ ASSET MANAGEMENT GMBH | - | - | - | -261,105 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -137,887 | -100.00% | - | Jun 30, 2024 |
| MITSUBISHI UFJ TRUST & BANKING CORP | - | - | - | -77,216 | -100.00% | - | Jun 30, 2024 |
| CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -57,000 | -100.00% | - | Jun 30, 2024 |
| TREXQUANT INVESTMENT LP | - | - | - | -32,385 | -100.00% | - | Jun 30, 2024 |
| NEBULA RESEARCH & DEVELOPMENT LLC | - | - | - | -23,497 | -100.00% | - | Jun 30, 2024 |
| HST VENTURES, LLC | - | - | - | -21,691 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -17,561 | -100.00% | - | Jun 30, 2024 |
| DYNAMIC TECHNOLOGY LAB PRIVATE LTD | - | - | - | -16,956 | -100.00% | - | Jun 30, 2024 |
| CAPSTONE INVESTMENT ADVISORS, LLC | - | - | - | -16,555 | -100.00% | - | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | - | - | - | -15,831 | -100.00% | - | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -15,813 | -100.00% | - | Jun 30, 2024 |
| XTX TOPCO LTD | - | - | - | -14,268 | -100.00% | - | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -13,958 | -100.00% | - | Jun 30, 2024 |
| VIDENT ADVISORY, LLC | - | - | - | -12,720 | -100.00% | - | Jun 30, 2024 |
| VERITION FUND MANAGEMENT LLC | - | - | - | -12,225 | -100.00% | - | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | - | - | - | -9,338 | -100.00% | - | Jun 30, 2024 |
| AXQ CAPITAL, LP | - | - | - | -9,230 | -100.00% | - | Jun 30, 2024 |
| ARIZONA STATE RETIREMENT SYSTEM | - | - | - | -9,126 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASSET MANAGEMENT, L.P. | - | - | - | -6,700 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -6,700 | -100.00% | - | Jun 30, 2024 |
| VESTCOR INC | - | - | - | -3,093 | -100.00% | - | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -2,482 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -1,730 | -100.00% | - | Jun 30, 2024 |
| POINT72 (DIFC) LTD | - | - | - | -306 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
BrightSphere Investment Group's largest sold out institutional shareholder by shares sold is ALLIANZ ASSET MANAGEMENT GMBH, sold -0.26M shares, valued at -, as of undefined.
BrightSphere Investment Group Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| LORD ABBETT MID CAP STOCK FUND INC | 2.96% | 803,164 | - | - | Mar 31, 2024 |
| Gator Series Trust | 2.81% | 6,500 | 6,500 | - | Mar 31, 2020 |
| PIONEER MID CAP VALUE FUND | 1.89% | 331,478 | - | - | Jan 31, 2024 |
| CALDWELL & ORKIN FUNDS INC | 1.16% | 15,900 | - | - | Jan 31, 2024 |
| Keeley Funds, Inc. | 0.61% | 155,792 | -12,446 | -7.40% | Dec 29, 2023 |
| LORD ABBETT RESEARCH FUND INC | 0.51% | 489,933 | - | - | Feb 29, 2024 |
| Virtus Global Multi-Sector Income Fund | 0.37% | 580,000 | - | - | Feb 29, 2024 |
| Pioneer Series Trust III | 0.30% | 86,330 | - | - | Feb 29, 2024 |
| VIRTUS VARIABLE INSURANCE TRUST | 0.21% | 335,000 | - | - | Mar 28, 2024 |
| Virtus Total Return Fund Inc. | 0.20% | 395,000 | - | - | Feb 29, 2024 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.16% | 96,482 | 3,445 | 3.70% | Feb 29, 2024 |
| SARATOGA ADVANTAGE TRUST | 0.12% | 7,228 | - | - | Feb 29, 2024 |
| SYNTAX ETF TRUST | 0.12% | 3,675 | -561 | -13.24% | Mar 31, 2024 |
| OSI ETF Trust | 0.12% | 20,226 | - | - | Mar 31, 2022 |
| Vanguard Montgomery Funds | 0.12% | 27,534 | - | - | Mar 31, 2024 |
| EATON VANCE LTD DURATION INCOME FUND | 0.10% | 2,195,000 | - | - | Mar 31, 2024 |
| Natixis ETF Trust II | 0.09% | 1,629 | - | - | Mar 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.09% | 1,696,000 | 200,000 | 13.37% | Feb 29, 2024 |
| Harbor ETF Trust | 0.08% | 400,000 | 100,000 | 33.33% | Jan 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.07% | 301,008 | - | - | Mar 28, 2024 |
| VIRTUS EQUITY TRUST | 0.07% | 570,000 | - | - | Mar 28, 2024 |
| ROYCE VALUE TRUST, INC. | 0.06% | 50,005 | -2,533 | -4.82% | Mar 31, 2024 |
| PAX WORLD FUNDS SERIES TRUST I | 0.05% | 1,048,818 | - | - | Mar 31, 2024 |
| EATON VANCE SPECIAL INVESTMENT TRUST | 0.05% | 80,000 | - | - | Mar 31, 2024 |
| VANGUARD ADMIRAL FUNDS | 0.04% | 190,631 | 1,108 | 0.58% | Feb 29, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.04% | 22,782 | - | - | Mar 31, 2024 |
| STATE STREET INSTITUTIONAL FUNDS | 0.04% | 33,155 | - | - | Mar 31, 2024 |
| LORD ABBETT SECURITIES TRUST | 0.04% | 173,293 | - | - | Jan 31, 2024 |
| ETFis Series Trust I | 0.03% | 50,000 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 128,529 | - | - | Jan 31, 2024 |
| BNY MELLON INDEX FUNDS, INC. | 0.03% | 33,480 | -3,879 | -10.38% | Jan 31, 2024 |
| LORD ABBETT GLOBAL FUND INC | 0.03% | 50,000 | - | - | Mar 31, 2024 |
| BNY MELLON INVESTMENT PORTFOLIOS | 0.03% | 16,254 | 447 | 2.83% | Mar 31, 2024 |
| ROYCE FUND | 0.03% | 175,500 | - | - | Mar 31, 2024 |
| THIRD AVENUE TRUST | 0.02% | 137,908 | - | - | Jan 31, 2024 |
| BBH Trust | 0.02% | 2,338,000 | - | - | Jan 31, 2024 |
| ADVISORS SERIES TRUST | 0.02% | 1,000,000 | - | - | Feb 29, 2024 |
| Guardian Variable Products Trust | 0.02% | 332,000 | - | - | Mar 31, 2024 |
| Pioneer Series Trust VI | 0.02% | 101,144 | - | - | Jan 31, 2024 |
| Humankind Benefit Corp | 0.02% | 347 | 54 | 18.43% | Dec 31, 2023 |
| HUSSMAN INVESTMENT TRUST | 0.01% | 52,000 | - | - | Dec 31, 2023 |
| Vericimetry Funds | 0.01% | 1,110 | - | - | Mar 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.01% | 26,700 | 14,000 | 110.24% | Feb 29, 2024 |
| PRUDENTIAL SECTOR FUNDS, INC. | 0.01% | 23,266 | - | - | Feb 29, 2024 |
| Pacer Funds Trust | 0.01% | 500,000 | - | - | Jan 31, 2024 |
| LORD ABBETT SERIES FUND INC | 0.01% | 662,000 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.01% | 57,872 | -2,391 | -3.97% | Mar 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.01% | 203,147 | -29,205 | -12.57% | Mar 31, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.01% | 4,930 | - | - | Mar 31, 2024 |
| BlackRock Funds II | 0.01% | 801,000 | - | - | Mar 31, 2024 |
| SSGA FUNDS | 0.01% | 3,437 | - | - | Feb 29, 2024 |
| VANGUARD EXPLORER FUND | 0.01% | 95,482 | -32,082 | -25.15% | Jan 31, 2024 |
| BRIDGEWAY FUNDS INC | 0.01% | 18,000 | - | - | Mar 28, 2024 |
| EATON VANCE GROWTH TRUST | 0.01% | 83,181 | - | - | Feb 29, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,604 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.01% | 5,045 | 2,338 | 86.37% | Dec 31, 2023 |
| Pioneer Series Trust IV | 0.01% | 122,587 | - | - | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.01% | 523,699 | - | - | Jan 31, 2024 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ | 0.01% | 125,704 | - | - | Mar 28, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.01% | 127,800 | - | - | Jan 31, 2024 |
| WILLIAM BLAIR FUNDS | 0.00% | 477,850 | 2,551 | 0.54% | Mar 31, 2024 |
| Nushares ETF Trust | 0.00% | 34,242 | - | - | Jan 31, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 185,893 | 14,175 | 8.25% | Jan 31, 2024 |
| World Funds Trust | 0.00% | 54,259 | - | - | Jan 31, 2024 |
| EXCHANGE TRADED CONCEPTS TRUST | 0.00% | 23,436 | - | - | Feb 29, 2024 |
| PACE SELECT ADVISORS TRUST | 0.00% | 1,340,000 | - | - | Jan 31, 2024 |
| LORD ABBETT INVESTMENT TRUST | 0.00% | 3,864,000 | - | - | Feb 29, 2024 |
| Forethought Variable Insurance Trust | 0.00% | 17,000 | - | - | Mar 28, 2024 |
| JNL VARIABLE FUND LLC | 0.00% | 22,044 | -5,047 | -18.63% | Mar 31, 2020 |
| HOTCHKIS & WILEY FUNDS /DE/ | 0.00% | 48,613 | - | - | Mar 31, 2024 |
| North Square Investments Trust | 0.00% | 34,870 | 31,433 | 914.55% | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.00% | 115,898 | -3,720 | -3.11% | Mar 31, 2024 |
| BondBloxx ETF Trust | 0.00% | 90,000 | 5,000 | 5.88% | Jan 31, 2024 |
| VANGUARD INDEX FUNDS | 0.00% | 1,489,927 | -493,794 | -24.89% | Mar 31, 2024 |
| LITMAN GREGORY FUNDS TRUST | 0.00% | 235,000 | - | - | Mar 31, 2024 |
| VIRTUS OPPORTUNITIES TRUST | 0.00% | 985,000 | - | - | Feb 29, 2024 |
| Federated Hermes MDT Series | 0.00% | 7,543 | - | - | Jan 31, 2024 |
| FLEXSHARES TRUST | 0.00% | 225,000 | - | - | Jan 31, 2024 |
| Dunham Funds | 0.00% | 165,000 | - | - | Jan 31, 2024 |
| VANGUARD WHITEHALL FUNDS | 0.00% | 218,843 | - | - | Jan 31, 2024 |
| Federated Hermes Equity Funds | 0.00% | 44,762 | - | - | Jan 31, 2024 |
| AMG FUNDS III | 0.00% | 10,822 | - | - | Mar 28, 2024 |
| AMG Funds I | 0.00% | 4,181 | - | - | Jan 31, 2024 |
| LORD ABBETT SERIES FUND INC | 0.00% | 124,230 | - | - | Mar 31, 2024 |
| Legg Mason ETF Investment Trust | 0.00% | 3,593 | - | - | Mar 31, 2024 |
| TIMOTHY PLAN | 0.00% | 6,763 | - | - | Mar 31, 2024 |
| USCF ETF Trust | 0.00% | 286 | - | - | Mar 31, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 283,749 | 17,308 | 6.50% | Feb 29, 2024 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.00% | 58,000 | - | - | Jan 31, 2024 |
| Series Portfolios Trust | 0.00% | 8,069 | 2,222 | 38.00% | Jan 31, 2024 |
| VANGUARD TAX-MANAGED FUNDS | 0.00% | 252,935 | - | - | Mar 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 3,238 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 12 | 0.00% | 3,500 | - | - | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 19,403 | 1,339 | 7.41% | Feb 29, 2024 |
| SHELTON FUNDS | 0.00% | 1,760 | - | - | Feb 29, 2024 |
| STEWARD FUNDS, INC. | 0.00% | 2,520 | - | - | Jan 31, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 13,682 | - | - | Mar 31, 2023 |
| RUSSELL INVESTMENT CO | 0.00% | 313,000 | -145,000 | -31.66% | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 568,076 | 61,152 | 12.06% | Feb 29, 2024 |
| SunAmerica Specialty Series | 0.00% | 506 | - | - | Apr 30, 2021 |
BrightSphere Investment Group's largest mutual fund holder by % of total assets is "LORD ABBETT MID CAP STOCK FUND INC", owning 803.16K shares, compromising 2.96% of its total assets.
BrightSphere Investment Group Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 160 | -5.33% |
| 31 Mar, 24 | 169 | -2.31% |
| 31 Dec, 23 | 173 | 5.49% |
| 30 Sep, 23 | 164 | 3.80% |
| 30 Jun, 23 | 158 | -5.39% |
| 31 Mar, 23 | 167 | 14.38% |
| 31 Dec, 22 | 146 | -3.31% |
| 30 Sep, 22 | 151 | - |
| 30 Jun, 22 | 151 | -7.93% |
| 31 Mar, 22 | 164 | -12.30% |
| 31 Dec, 21 | 187 | 3.31% |
| 30 Sep, 21 | 181 | 7.10% |
| 30 Jun, 21 | 169 | -2.87% |
| 31 Mar, 21 | 174 | 5.45% |
| 31 Dec, 20 | 165 | 10.00% |
| 30 Sep, 20 | 150 | 7.91% |
| 30 Jun, 20 | 139 | 14.88% |
| 31 Mar, 20 | 121 | -15.38% |
| 31 Dec, 19 | 143 | 11.72% |
| 30 Sep, 19 | 128 | 1322.22% |
| 30 Jun, 19 | 9 | - |
As of 30 Jun 24, 160 institutions are holding BrightSphere Investment Group's shares, representing a decrease of -5.33% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 37,981,117 | -2.47% |
| 31 Mar, 24 | 38,943,644 | -5.14% |
| 31 Dec, 23 | 41,055,019 | 0.70% |
| 30 Sep, 23 | 40,769,271 | -1.15% |
| 30 Jun, 23 | 41,245,010 | -0.99% |
| 31 Mar, 23 | 41,658,285 | -1.66% |
| 31 Dec, 22 | 42,361,089 | -0.49% |
| 30 Sep, 22 | 42,570,576 | -0.11% |
| 30 Jun, 22 | 42,618,649 | -3.54% |
| 31 Mar, 22 | 44,183,799 | -5.88% |
| 31 Dec, 21 | 46,943,563 | -40.62% |
| 30 Sep, 21 | 79,061,685 | 0.15% |
| 30 Jun, 21 | 78,940,263 | 0.02% |
| 31 Mar, 21 | 78,922,989 | -0.87% |
| 31 Dec, 20 | 79,614,302 | -1.35% |
| 30 Sep, 20 | 80,702,241 | -1.37% |
| 30 Jun, 20 | 81,819,632 | 0.03% |
| 31 Mar, 20 | 81,796,136 | -2.16% |
| 31 Dec, 19 | 83,601,915 | -3.42% |
| 30 Sep, 19 | 86,565,759 | 9421.72% |
| 30 Jun, 19 | 909,140 | - |
BrightSphere Investment Group (BSIG) has 37.98M shares outstanding as of 30 Jun 24, down -2.47% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 97.23% | 1.10% |
| 31 Mar, 24 | 93.86% | 0.96% |
| 31 Dec, 23 | 98.91% | 1.02% |
| 30 Sep, 23 | 98.24% | 0.99% |
| 30 Jun, 23 | 99.52% | 0.99% |
| 31 Mar, 23 | 100.52% | 1.05% |
| 31 Dec, 22 | 98.06% | 0.93% |
| 30 Sep, 22 | 102.75% | 0.97% |
| 30 Jun, 22 | 102.94% | 1.02% |
| 31 Mar, 22 | 100.42% | 0.88% |
| 31 Dec, 21 | 106.69% | 0.33% |
| 30 Sep, 21 | 179.69% | 0.56% |
| 30 Jun, 21 | 179.41% | 0.56% |
| 31 Mar, 21 | 179.37% | 0.55% |
| 31 Dec, 20 | 180.94% | 0.54% |
| 30 Sep, 20 | 183.41% | 0.53% |
| 30 Jun, 20 | 185.95% | 0.54% |
| 31 Mar, 20 | 185.90% | 0.51% |
| 31 Dec, 19 | 190.00% | 0.49% |
| 30 Sep, 19 | 196.74% | 4608.32% |
| 30 Jun, 19 | 2.07% | - |
As of 30 Jun 24, BrightSphere Investment Group is held by 97.23% institutional shareholders, representing a 1.10% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 71 | -2.74% |
| 31 Mar, 24 | 73 | -23.16% |
| 31 Dec, 23 | 95 | 28.38% |
| 30 Sep, 23 | 74 | 17.46% |
| 30 Jun, 23 | 63 | -4.55% |
| 31 Mar, 23 | 66 | -1.49% |
| 31 Dec, 22 | 67 | 3.08% |
| 30 Sep, 22 | 65 | 14.04% |
| 30 Jun, 22 | 57 | 7.55% |
| 31 Mar, 22 | 53 | -28.38% |
| 31 Dec, 21 | 74 | -1.33% |
| 30 Sep, 21 | 75 | 10.29% |
| 30 Jun, 21 | 68 | -19.05% |
| 31 Mar, 21 | 84 | 5.00% |
| 31 Dec, 20 | 80 | 11.11% |
| 30 Sep, 20 | 72 | -18.18% |
| 30 Jun, 20 | 88 | 66.04% |
| 31 Mar, 20 | 53 | -32.91% |
| 31 Dec, 19 | 79 | -35.77% |
| 30 Sep, 19 | 123 | 1266.67% |
| 30 Jun, 19 | 9 | - |
71 institutional shareholders have increased their position in BSIG stock as of 30 Jun 24 compared to 73 in the previous quarter (a -2.74% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 60 | -3.23% |
| 31 Mar, 24 | 62 | 12.73% |
| 31 Dec, 23 | 55 | -12.70% |
| 30 Sep, 23 | 63 | 3.28% |
| 30 Jun, 23 | 61 | -14.08% |
| 31 Mar, 23 | 71 | 36.54% |
| 31 Dec, 22 | 52 | -16.13% |
| 30 Sep, 22 | 62 | -13.89% |
| 30 Jun, 22 | 72 | -20.88% |
| 31 Mar, 22 | 91 | -5.21% |
| 31 Dec, 21 | 96 | 12.94% |
| 30 Sep, 21 | 85 | 8.97% |
| 30 Jun, 21 | 78 | 13.04% |
| 31 Mar, 21 | 69 | - |
| 31 Dec, 20 | 69 | 6.15% |
| 30 Sep, 20 | 65 | 38.30% |
| 30 Jun, 20 | 47 | -17.54% |
| 31 Mar, 20 | 57 | 9.62% |
| 31 Dec, 19 | 52 | 1633.33% |
| 30 Sep, 19 | 3 | - |
| 30 Jun, 19 | - | - |
60 institutional shareholders have reduced their position in BSIG stock as of 30 Jun 24 compared to 62 in the previous quarter (a -3.23% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 160 | -5.33% | 37,981,117 | -2.47% | 97.23% | 1.10% | 71 | -2.74% | 60 | -3.23% |
| 31 Mar, 24 | 169 | -2.31% | 38,943,644 | -5.14% | 93.86% | 0.96% | 73 | -23.16% | 62 | 12.73% |
| 31 Dec, 23 | 173 | 5.49% | 41,055,019 | 0.70% | 98.91% | 1.02% | 95 | 28.38% | 55 | -12.70% |
| 30 Sep, 23 | 164 | 3.80% | 40,769,271 | -1.15% | 98.24% | 0.99% | 74 | 17.46% | 63 | 3.28% |
| 30 Jun, 23 | 158 | -5.39% | 41,245,010 | -0.99% | 99.52% | 0.99% | 63 | -4.55% | 61 | -14.08% |
| 31 Mar, 23 | 167 | 14.38% | 41,658,285 | -1.66% | 100.52% | 1.05% | 66 | -1.49% | 71 | 36.54% |
| 31 Dec, 22 | 146 | -3.31% | 42,361,089 | -0.49% | 98.06% | 0.93% | 67 | 3.08% | 52 | -16.13% |
| 30 Sep, 22 | 151 | - | 42,570,576 | -0.11% | 102.75% | 0.97% | 65 | 14.04% | 62 | -13.89% |
| 30 Jun, 22 | 151 | -7.93% | 42,618,649 | -3.54% | 102.94% | 1.02% | 57 | 7.55% | 72 | -20.88% |
| 31 Mar, 22 | 164 | -12.30% | 44,183,799 | -5.88% | 100.42% | 0.88% | 53 | -28.38% | 91 | -5.21% |
| 31 Dec, 21 | 187 | 3.31% | 46,943,563 | -40.62% | 106.69% | 0.33% | 74 | -1.33% | 96 | 12.94% |
| 30 Sep, 21 | 181 | 7.10% | 79,061,685 | 0.15% | 179.69% | 0.56% | 75 | 10.29% | 85 | 8.97% |
| 30 Jun, 21 | 169 | -2.87% | 78,940,263 | 0.02% | 179.41% | 0.56% | 68 | -19.05% | 78 | 13.04% |
| 31 Mar, 21 | 174 | 5.45% | 78,922,989 | -0.87% | 179.37% | 0.55% | 84 | 5.00% | 69 | - |
| 31 Dec, 20 | 165 | 10.00% | 79,614,302 | -1.35% | 180.94% | 0.54% | 80 | 11.11% | 69 | 6.15% |
| 30 Sep, 20 | 150 | 7.91% | 80,702,241 | -1.37% | 183.41% | 0.53% | 72 | -18.18% | 65 | 38.30% |
| 30 Jun, 20 | 139 | 14.88% | 81,819,632 | 0.03% | 185.95% | 0.54% | 88 | 66.04% | 47 | -17.54% |
| 31 Mar, 20 | 121 | -15.38% | 81,796,136 | -2.16% | 185.90% | 0.51% | 53 | -32.91% | 57 | 9.62% |
| 31 Dec, 19 | 143 | 11.72% | 83,601,915 | -3.42% | 190.00% | 0.49% | 79 | -35.77% | 52 | 1633.33% |
| 30 Sep, 19 | 128 | 1322.22% | 86,565,759 | 9421.72% | 196.74% | 4608.32% | 123 | 1266.67% | 3 | - |
| 30 Jun, 19 | 9 | - | 909,140 | - | 2.07% | - | 9 | - | - | - |
BrightSphere Investment Group Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of BrightSphere Investment Group's stock was made by Paulson John on Jun 10 2024, selling 7,662 shares at - per share (valued at -).
BrightSphere Investment Group Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | 1 | 3 | 33.33% |
| Q2 2023 | 7 | 3 | 233.33% |
| Q1 2023 | 6 | 8 | 75.00% |
| Q2 2022 | 5 | 2 | 250.00% |
| Q1 2022 | 5 | 11 | 45.45% |
| Q4 2021 | 6 | 24 | 25.00% |
| Q2 2021 | 4 | 2 | 200.00% |
| Q1 2021 | 4 | 5 | 80.00% |
| Q4 2020 | 1 | 3 | 33.33% |
| Q2 2020 | 9 | 10 | 90.00% |
| Q1 2020 | 3 | 6 | 50.00% |
| Q4 2019 | 5 | 1 | 500.00% |
| Q3 2019 | 5 | - | - |
| Q2 2019 | 4 | 5 | 80.00% |
| Q1 2019 | 1 | - | - |
| Q4 2018 | 2 | - | - |
| Q3 2018 | 1 | - | - |
| Q2 2018 | 3 | 1 | 300.00% |
1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by BrightSphere Investment Group's insiders, as of Q1 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q1 2024 | - | 1 | - |
| Q2 2023 | - | - | - |
| Q1 2023 | - | - | - |
| Q2 2022 | - | - | - |
| Q1 2022 | - | 6 | - |
| Q4 2021 | - | 9 | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | 2 | - |
| Q4 2020 | - | 2 | - |
| Q2 2020 | 2 | 2 | 100.00% |
| Q1 2020 | - | 3 | - |
| Q4 2019 | 3 | - | - |
| Q3 2019 | 1 | - | - |
| Q2 2019 | - | 1 | - |
| Q1 2019 | - | - | - |
| Q4 2018 | - | - | - |
| Q3 2018 | - | - | - |
| Q2 2018 | - | - | - |
As of Q1 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of BrightSphere Investment Group's stocks.
BSIG Ownership FAQ
Who Owns BrightSphere Investment Group?
BrightSphere Investment Group is owned by institutional shareholders (97.23%), insiders (0.90%), and public (1.87%). The largest institutional shareholder of BrightSphere Investment Group is PAULSON & CO. INC. (22.91% of total shares) and the top mutual fund owner is LORD ABBETT MID CAP STOCK FUND INC (2.96% of total shares).
Who are the major institutional shareholders of BrightSphere Investment Group?
BrightSphere Investment Group's major institutional shareholders are PAULSON & CO. INC., BLACKROCK INC., VANGUARD GROUP INC, EMPYREAN CAPITAL PARTNERS, LP, and AZORA CAPITAL LP. The top five shareholders own together 51.84% of the company's share outstanding.
How many BrightSphere Investment Group shareholders are there?
As of Jun 2024, there are 160 institutional shareholders of BrightSphere Investment Group.
What percentage of BrightSphere Investment Group is owned by PAULSON & CO. INC?
PAULSON & CO. INC owns 8.95M shares of BrightSphere Investment Group, representing 22.91% of the company's total shares outstanding, valued at $198.42M (as of Jun 2024).
What percentage of BrightSphere Investment Group is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 5.15M shares of BrightSphere Investment Group (BSIG), compromising 13.19% of the company, valued at $114.25M.
What percentage of BrightSphere Investment Group is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC is the third largest holder of BrightSphere Investment Group. The company owns 2.43M of the company's shares outstanding (worth $53.95M).