Beginning 2021:Q4, level from SEC tabulation of submissions of FOCUS reports, sum of Schedule 1 - Aggregate securities, commodities, and swaps positions, Long/bought, foreign securities, equity securities (series F8235); =stocks and warrants (other than arbitrage positions) (series F8280); and securities with no ready market, equity (series F8340). From 2000:Q1 to 2021:Q3, level from SEC tabulation of submissions of FOCUS and FOGS reports, sum of Statement of Financial Condition, Assets, Securities and spot commodities owned, at market value, Stocks and warrants (series F410) and 88% of Other securities (series F424). Revaluations are estimated based on the percent change in the Dow Jones U.S. total stock market index (FOF series FI073164013) applied to the previous quarter's level. Unadjusted transactions are the change in the level less estimated revaluations, less any other changes in volume. Data for the most recent ten years show no significant seasonality.
Last edited on: 06/10/2025