Brightsphere Investment Group Inc (BSIG) Ownership

30.97 ↑0.44 (1.44%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Paulson & Company Inc is the biggest individual institutional holder of Brightsphere Investment Group Inc (BSIG), owning a total of 9 million shares. Combined, the top 33 institutional holders of BSIG own 106.03% of the company with a total of 40 million shares.

In the latest ownership report on June 30th 2024, the top 33 institutional holders decreased their combined ownership of BSIG by 797 thousand shares. 7 institutions bought 481,781 total additional shares and increased their ownership by an average of 18.35%. However 9 institutions sold 1,278,777 total shares and decreased their ownership by an average of 9.34%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Brightsphere Investment Group decreased by a net total of -796,996 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Paulson & Company Inc	23.985%	0.000%	8,950,121	0	2024-06-30
BlackRock Inc	13.810%	-6.036%	5,153,319	-331,012	2024-06-30
Vanguard Group Inc	6.521%	-8.495%	2,433,388	-225,896	2024-06-30
Empyrean Capital Partners, LP	5.040%	0.000%	1,880,634	0	2024-06-30
Azora Capital LP	4.911%	8.338%	1,832,630	141,049	2024-06-30
State Street Corp	3.572%	-13.022%	1,332,810	-199,550	2024-06-30
William Blair Investment Management, LLC	3.215%	-0.187%	1,199,669	-2,245	2024-06-30
Dimensional Fund Advisors, Inc.	3.020%	0.392%	1,126,772	4,399	2024-06-30
North Reef Capital Management LP	2.981%	-1.398%	1,112,475	-15,772	2024-06-30
Impax Asset Management Group PLC	2.811%	0.000%	1,048,818	0	2024-06-30
Morgan Stanley - Brokerage Accounts	2.202%	-26.347%	821,852	-293,988	2024-06-30
Jennison Associates LLC	2.073%	1.860%	773,519	14,128	2024-06-30
Charles Schwab Investment Management Inc	1.723%	-17.302%	643,074	-134,543	2024-06-30
Geode Capital Management, LLC	1.657%	-9.938%	618,401	-68,239	2024-06-30
Nuveen Asset Management, LLC	1.503%	10.307%	560,803	52,403	2024-06-30
Victory Capital Management Inc.	1.453%	-1.370%	542,259	-7,532	2024-06-30
Arrowstreet Capital Limited Partnership	1.110%	3.598%	414,161	14,384	2024-06-30
Amvescap Plc.	1.048%	38.973%	390,885	109,618	2024-06-30
Systematic Alpha Investments, LLC	0.992%	0.000%	370,108	0	2024-06-30
Two Sigma Advisers, LLC	0.992%	65.010%	370,075	145,800	2024-06-30
Soros Fund Management LLC	0.934%	0.000%	346,293	0	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Paulson & Company Inc	23.985%	0.000%	8,950,121	0	2024-06-30
BlackRock Inc	13.810%	-6.036%	5,153,319	-331,012	2024-06-30
Vanguard Group Inc	6.521%	-8.495%	2,433,388	-225,896	2024-06-30
Empyrean Capital Partners, LP	5.040%	0.000%	1,880,634	0	2024-06-30
Azora Capital LP	4.911%	8.338%	1,832,630	141,049	2024-06-30
FMR Inc	3.845%	-72.482%	1,596,061	-4,203,911	2023-06-30
State Street Corporation	4.134%	10.698%	1,532,360	148,084	2024-03-31
State Street Corp	3.572%	-13.022%	1,332,810	-199,550	2024-06-30
William Blair Investment Management, LLC	3.215%	-0.187%	1,199,669	-2,245	2024-06-30
Dimensional Fund Advisors, Inc.	3.020%	0.392%	1,126,772	4,399	2024-06-30
North Reef Capital Management LP	2.981%	-1.398%	1,112,475	-15,772	2024-06-30
Impax Asset Management Group PLC	2.811%	0.000%	1,048,818	0	2024-06-30
Millennium Management LLC	2.614%	-3.028%	989,659	-30,905	2023-12-31
Vaughan Nelson Scarbrgh & Mccullough LP	2.058%	-21.712%	854,267	-236,912	2023-09-30
Morgan Stanley - Brokerage Accounts	2.202%	-26.347%	821,852	-293,988	2024-06-30
Jennison Associates LLC	2.073%	1.860%	773,519	14,128	2024-06-30
Charles Schwab Investment Management Inc	1.723%	-17.302%	643,074	-134,543	2024-06-30
Geode Capital Management, LLC	1.657%	-9.938%	618,401	-68,239	2024-06-30
Nuveen Asset Management, LLC	1.503%	10.307%	560,803	52,403	2024-06-30
Victory Capital Management Inc.	1.453%	-1.370%	542,259	-7,532	2024-06-30
Balyasny Asset Management LLC	1.092%	-47.797%	452,283	-414,107	2022-09-30
Mangrove Partners	1.125%	-59.100%	425,761	-615,227	2023-12-31
Maltese Capital Management LLC	1.016%	-11.284%	421,400	-53,600	2022-12-31
Arrowstreet Capital Limited Partnership	1.110%	3.598%	414,161	14,384	2024-06-30
ExodusPoint Capital Management, LP	0.986%	-19.154%	408,642	-96,813	2022-09-30
Amvescap Plc.	1.048%	38.973%	390,885	109,618	2024-06-30
Systematic Alpha Investments, LLC	0.992%	0.000%	370,108	0	2024-06-30
Two Sigma Advisers, LLC	0.992%	65.010%	370,075	145,800	2024-06-30
Goldman Sachs Group Inc	0.977%	115.007%	369,804	197,808	2023-12-31
Bank of New York Mellon Corp	0.868%	7.325%	360,441	24,599	2023-09-30
Man Group PLC	0.868%	5.606%	360,202	19,121	2023-03-31
Soros Fund Management LLC	0.934%	0.000%	346,293	0	2024-06-30
Northern Trust Corp	0.893%	-3.972%	337,141	-13,944	2024-03-31

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Brightsphere Investment Group Inc (BSIG), owning a total of 1.8 million shares. Combined, the top 40 mutual fund holders of BSIG own 45.89% of the company with a total of 17.8 million shares.

In the latest ownership report on October 31st 2024, the top 40 fund holders increased their combined ownership of BSIG by 4 thousand shares. 2 funds bought 3,712 total additional shares and increased their ownership by an average of 0.43%. However 2 funds sold 7,766 total shares and decreased their ownership by an average of 1.17%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Brightsphere Investment Group decreased by a net total of -4,054 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	4.764%	0.105%	1,777,764	1,872	2024-10-31
iShares Russell 2000 ETF	1.979%	-0.225%	738,524	-1,666	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.755%	-2.119%	281,783	-6,100	2024-10-31
iShares Russell 2000 Growth ETF	0.683%	0.000%	254,763	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.660%	0.752%	246,387	1,840	2024-10-31
Schwab Fundamental U.S. Small CompanyETF	0.579%	0.000%	216,022	0	2024-10-31
iShares S&P Small-Cap 600 Growth ETF	0.431%	0.000%	160,690	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	4.764%	0.105%	1,777,764	1,872	2024-10-31
Fidelity® Small Cap Discovery	2.847%	-42.952%	1,181,857	-889,835	2023-06-30
Pax Small Cap Institutional	2.712%	9.768%	1,123,745	100,000	2022-10-31
Impax Small Cap Institutional	2.945%	0.000%	1,098,818	0	2024-09-30
Impax US Small Cap Strategy Composite	2.945%	4.767%	1,098,818	50,000	2024-08-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.365%	-0.104%	981,747	-1,026	2023-03-31
Vanguard Total Stock Mkt Idx Inv	2.188%	-17.987%	816,361	-179,041	2024-09-30
iShares Russell 2000 ETF	1.979%	-0.225%	738,524	-1,666	2024-10-31
Fidelity® Series Small Cap Discovery	1.244%	-37.419%	516,296	-308,704	2023-06-30
Bridge Builder Small/Mid Cap Value	1.231%	-11.132%	510,770	-63,979	2023-10-31
Vanguard Extended Market Index Investor	1.122%	-0.025%	465,697	-115	2023-08-31
William Blair Small Cap Value I	1.203%	-1.280%	448,862	-5,819	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.156%	-2.885%	431,208	-12,809	2024-09-30
Schwab Fundamental US Small Company ETF	1.092%	0.000%	412,511	0	2024-05-31
CREF Stock R1	0.866%	0.000%	323,175	0	2024-08-31
Fidelity® Small Cap Index	0.737%	2.347%	305,784	7,013	2023-10-31
PGIM Jennison Small Company A	0.727%	0.000%	301,008	0	2022-12-31
Jennison SMid Cap Core Equity	0.726%	-32.561%	301,008	-145,336	2022-12-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.757%	-0.142%	285,720	-406	2024-05-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.755%	-2.119%	281,783	-6,100	2024-10-31
Fidelity Small Cap Index	0.728%	-2.351%	271,686	-6,542	2024-08-31
Nordea 2 - Global Enhanced Sm Cap BI USD	0.639%	0.000%	264,857	0	2022-09-30
iShares Russell 2000 Growth ETF	0.683%	0.000%	254,763	0	2024-10-31
Eagle Small Cap Core Inst'l	0.677%	0.006%	251,005	15	2024-06-30
DFA US Small Cap I	0.672%	0.000%	250,903	0	2024-09-30
DFA US Micro Cap I	0.667%	0.000%	248,928	0	2024-09-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.660%	0.752%	246,387	1,840	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.612%	6.340%	228,178	13,603	2024-09-30
PIMCO RAE US Small Instl	0.614%	36.401%	227,546	60,725	2024-03-31
PIMCO RAE US Small	0.614%	36.401%	227,546	60,725	2024-03-31
JENNISON SMALL/MID CAP EQUITY 3	0.588%	27.511%	219,344	47,324	2024-09-30
Schwab Fundamental U.S. Small CompanyETF	0.579%	0.000%	216,022	0	2024-10-31
SPDR® S&P Capital Markets ETF	0.552%	0.000%	210,931	0	2024-03-31
Victory Small Cap Stock	0.554%	-4.640%	206,776	-10,062	2024-09-30
iShares Russell 2000 Value ETF	0.482%	-0.133%	182,043	-242	2024-05-30
iShares S&P Small-Cap 600 Value ETF	0.435%	-2.284%	180,601	-4,222	2023-12-29
Vanguard Strategic Equity Inv	0.466%	0.000%	173,942	0	2024-09-30
Fidelity Extended Market Index	0.469%	4.594%	173,753	7,632	2024-08-31
Fidelity® Extended Market Index	0.410%	0.000%	170,137	0	2023-11-30
iShares S&P Small-Cap 600 Growth ETF	0.431%	0.000%	160,690	0	2024-10-31