US-EU Index Rebalances / Quantitative Researcher, ORTEX

Dimitris Ioannidis

Index Rebalance professional of US, EU and Global Indices. Specialized in shareholder structure and index free float calculation, SPACs, quarterly rebalance predictions of US-EU indices and cross-index implications of corporate actions such as M&A's, Spin-offs and IPOs.

All forecasts and calculations are estimates derived from a combination of public sources considered reliable. These sources include, but are not limited to, exchange and regulatory filings, company announcements, and ETFs. While best efforts are made to maximize accuracy, estimates and predictions are subject to uncertainty.

No index data are used.

US-EU Index Rebalances / Quantitative Researcher

Pepkor Holdings (PPH SJ): Upweight in Global & South African Indices Following $1.5B Offering

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.

Index Rebalance

Anglo American Platinum  / Index Rebalance

<ul>
<li>
<a href="https://www.smartkarma.com/entities/anglo-american-plc" target="_blank" data-smartkarma-citation="entities:21798:1" rel="noopener">Anglo American (AAL LN)</a> retained a 20% stake in <a href="https://www.smartkarma.com/entities/anglo-american-platinum-ltd" target="_blank" data-smartkarma-citation="entities:25138:1" rel="noopener">Valterra Platinum (VAL SJ)</a> following its demerger at the end of May 2025.</li>
<li>
<a href="https://www.smartkarma.com/entities/anglo-american-plc" target="_blank" data-smartkarma-citation="entities:21798:1" rel="noopener">Anglo American (AAL LN)</a> sold its entire stake in Valterra for $2.5bn via a placement expected to be completed on 9 September.</li>
<li>The free float is expected to increase by 20 percentage points, triggering passive fund demand of $360m and 1.7 ADV in Global and South African indices.</li>
</ul>



Anglo American (AAL LN) retained a 20% stake in Valterra Platinum (VAL SJ) following its demerger at the end of May 2025.

Anglo American (AAL LN) sold its entire stake in Valterra for $2.5bn via a placement expected to be completed on 9 September.
The free float is expected to increase by 20 percentage points, triggering passive fund demand of $360m and 1.7 ADV in Global and South African indices.


Valterra Platinum (VAL SJ): Upweight in Global and South African Indices Following $2.5B Offering