Index Rebal Trades & Special Situations, Quiddity Advisors

Janaghan Jeyakumar, CFA

Index Rebal Trades & Special Situations

Quiddity Advisors

Pan-Asia Catalysts/Events

Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the September 2025 index rebal event.</li>
<li>Our latest estimates suggest there could be two regular changes for F100 and six regular changes for F250 during the September 2025 rebalance.</li>
<li>After that, we expect multiple M&amp;A-related intra-review changes over the next few weeks.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the September 2025 index rebal event.
Our latest estimates suggest there could be two regular changes for F100 and six regular changes for F250 during the September 2025 rebalance.
After that, we expect multiple M&amp;A-related intra-review changes over the next few weeks.


Quiddity Leaderboard F100/F250 Sep25: ~10 Regular & Intra-Review Changes Likely in September

US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

US-EU Index Rebalances / Quantitative Researcher

Global Financial Data and Analytics Platform

ORTEX

ORTEX is a global financial data and analytics platform providing real-time securities lending and short interest data, index rebalance data, holdings and insider transactions, trading signals, corporate actions and news,  stock machine learning and factor scores and other analytics. The majority of the data are downloadable and accessible through APIs.

<ul>
<li>
<a href="https://www.smartkarma.com/entities/mytilineos-holdings-sa" target="_blank" data-smartkarma-citation="entities:25114:1" rel="noopener">Mytilineos Holdings Sa (MYTIL GA)</a> is projected to be added to F100 following its change of incorporation and primary listing from Greece to UK.</li>
<li>A methodology change in currency trading requirements is expected to result in <a href="https://www.smartkarma.com/entities/princess-private-equity-holdin" target="_blank" data-smartkarma-citation="entities:22083:1" rel="noopener">Partners Group Private Equity (PEY LN)</a> and <a href="https://www.smartkarma.com/entities/biopharma-credit-plc-fund" target="_blank" data-smartkarma-citation="entities:28317:1" rel="noopener">BioPharma Credit PLC (BPCR LN)</a> entering F250.</li>
<li>
<a href="https://www.smartkarma.com/entities/oakley-capital-investments-limited" target="_blank" data-smartkarma-citation="entities:23334:1" rel="noopener">Oakley Capital Investments (OCI LN)</a> is expected to be included in F250 following its listing transfer from AIM to the Main market of the LSE.</li>
</ul>



Mytilineos Holdings Sa (MYTIL GA) is projected to be added to F100 following its change of incorporation and primary listing from Greece to UK.
A methodology change in currency trading requirements is expected to result in Partners Group Private Equity (PEY LN) and BioPharma Credit PLC (BPCR LN) entering F250.

Oakley Capital Investments (OCI LN) is expected to be included in F250 following its listing transfer from AIM to the Main market of the LSE.


UK Index September 2025 Forecast: Greece in F100 & Other New Candidates in F250

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 indices in the run-up to the June 2025 index rebal event.</li>
<li>We see one M&amp;A-related intra-review change for the F250 index in the next few days.</li>
<li>Separately, our latest estimates suggest there could be two regular changes for the F250 index during the June 2025 rebalance. We do not currently see any changes for the F100.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 indices in the run-up to the June 2025 index rebal event.
We see one M&amp;A-related intra-review change for the F250 index in the next few days.
Separately, our latest estimates suggest there could be two regular changes for the F250 index during the June 2025 rebalance. We do not currently see any changes for the F100.


Quiddity Leaderboard F100/F250 Jun25: One High-Impact Intra-Review Change Soon; More Changes Later

Coca-Cola Europacific Partners / Index Rebalance

<ul>
<li>In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the March 2025 index rebal event.</li>
<li>The final rankings will be decided based on the full market cap at the close of trading today (3rd March 2025).</li>
<li>Based on the current numbers, we see one change for the F100 index and three changes for the F250 index in March 2025.</li>
</ul>


In this insight, we take a look at the potential index changes for F100 and F250 in the run-up to the March 2025 index rebal event.
The final rankings will be decided based on the full market cap at the close of trading today (3rd March 2025).
Based on the current numbers, we see one change for the F100 index and three changes for the F250 index in March 2025.


Quiddity Leaderboard F100/F250 Mar25: Base Date for Ranks; Hargreaves Lansdown M&A Change Soon!

<ul>
<li>In this insight, we take a look at the potential index changes for the F100 and F250 indices in the run-up to the March 2025 index rebal event.</li>
<li>We see up to three M&amp;A-related intra-review changes in the next few months.</li>
<li>Our latest estimates suggest there could be one regular change for the F100 index and at least two changes for the F250 index during the March 2025 rebalance.</li>
</ul>


In this insight, we take a look at the potential index changes for the F100 and F250 indices in the run-up to the March 2025 index rebal event.
We see up to three M&amp;A-related intra-review changes in the next few months.
Our latest estimates suggest there could be one regular change for the F100 index and at least two changes for the F250 index during the March 2025 rebalance.


Quiddity Leaderboard F100/F250 Mar25: High-Impact Intra-Review Additions Possible

Bermuda

Ocean Wilsons Holdings Ltd. is an investment holding company.  The Group's operations include towage, lighterage contracting, stevedoring, ship building and repairing, tug and launch services, warehousing and agricultural merchanting.  The Group has operations in Bermuda and Brazil.

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Ocean Wilsons Holdings (OCN LN)

Quiddity Leaderboard F100/F250 Sep25: ~10 Regular & Intra-Review Changes Likely in September

F100/250 Sep25 index changes will be confirmed after market close today. Yesterday was the base date for final ranks. Please see discussion point...

Janaghan Jeyakumar, CFA

UK Index September 2025 Forecast: Greece in F100 & Other New Candidates in F250

MYTIL is projected to join UK's F100 after changing incorporation and primary listing from Greece to UK; PEY and BPCR are expected to enter F250...

Dimitris Ioannidis

Quiddity Leaderboard F100/F250 Jun25: One High-Impact Intra-Review Change Soon; More Changes Later

The International Distribution (IDS LN) deal could close soon and the name could get deleted in May 2025. The top-ranked replacement name is...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Mar25: Base Date for Ranks; Hargreaves Lansdown M&A Change Soon!

Today is the base date for rankings. The index changes will be confirmed after market close tomorrow. There could be multiple regular ADDs/DELs and...

Janaghan Jeyakumar, CFA

Quiddity Leaderboard F100/F250 Mar25: High-Impact Intra-Review Additions Possible

Most of the names leading the race for F250 addition have more than 10x ADV to trade and some of these names could get added on an intra-review basis.

Janaghan Jeyakumar, CFA

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