Graph and download economic data for Hedge Funds; Other Cash and Cash Equivalents; Assets, Level (BOGZ1FL623039013A) from 1945 to 2024 about Hedge Fund, cash, assets, and USA.

In recent years, industry assets have become increasingly integral to institutional investors' portfolios and the larger asset-management market. Institutional investors are individuals or organizations that trade securities in such substantial volumes that they qualify for lower commissions and fewer protective regulations, since it's assumed that they're knowledgeable enough to protect themselves. Increasing demand from institutional investors has contributed to the surge in the industry's assets under management (AUM) and revenue during the current period. In recent years, the industry has continued to enmesh itself more deeply within the broader financial ecosystem despite the challenges posed at the onset of the period. Economic volatility and inflation led to the Fed increasing interest rates substantially throughout the period and fund managers reevaluated and pivoted their investment strategies to navigate the complex economic environment. Higher interest rates have reduced liquidity and increased the shift of capital into fixed-income securities. However, in 2024 and 2025, the Fed cut interest rates and is anticipated to cut rates again which will increase liquidity and drive capital back into equity markets. Overall, over the past five years, industry revenue grew at a CAGR of 4.4% to $313.3 billion, including an increase of 3.6% in 2025 alone. Industry profit has climbed significantly and will comprise 49.6% of revenue in the current year. Industry revenue will grow at a CAGR of 2.1% to $347.0 billion over the five years to 2030. The Federal Reserve is anticipated to cut interest rates as inflationary pressures continue to ease. These declining interest rates will increase liquidity in the markets. Private equity firms and hedge funds will have less difficulty raising capital for investments. As characteristics of the financial system change in light of post-financial crisis banking regulations and regulators' recognition of the importance of hedge funds within the financial system, hedge funds will likely experience heightened oversight.

The US hedge fund market, a cornerstone of alternative investments, is projected to reach a substantial size, exhibiting robust growth over the forecast period (2025-2033). The market's 2025 value of $2.77 billion reflects a significant accumulation of assets under management by prominent firms such as Bridgewater Associates, Renaissance Technologies, and BlackRock. A compound annual growth rate (CAGR) of 6.52% indicates consistent expansion, driven by several key factors. Increased investor interest in alternative investment strategies seeking higher returns than traditional markets, coupled with the sophisticated risk management techniques employed by hedge funds, fuels this growth. Technological advancements, particularly in areas like artificial intelligence and big data analytics, are enhancing investment strategies, contributing to improved performance and attracting further investment. However, regulatory scrutiny and evolving investor preferences pose potential constraints. The industry’s evolution is characterized by a shift towards more specialized strategies and the increasing adoption of sustainable and ESG (Environmental, Social, and Governance) investing principles. This suggests a move beyond traditional long/short equity strategies into niche areas like quantitative trading, private equity, and global macro strategies. The competitive landscape remains intensely competitive, with established giants vying for market share against nimble, emerging players employing innovative techniques. The segmentation of the US hedge fund market likely encompasses various investment strategies (e.g., long/short equity, global macro, distressed debt, event-driven), fund sizes (e.g., mega-funds, mid-sized funds, smaller funds), and investor types (e.g., institutional investors, high-net-worth individuals). Regional variations within the US market might also exist, reflecting economic activity and investor concentration in certain areas. The forecast anticipates continued growth, although the rate may fluctuate based on macroeconomic conditions, geopolitical events, and evolving regulatory frameworks. The dominance of established players is likely to persist, though disruptive innovations and the emergence of new, successful firms could reshape the competitive landscape in the coming years. Recent developments include: January 2024: The Palm Beach Hedge Fund Association (PBHFA), the premier trade association for investors and financial professionals in South Florida, and Entoro, a leading boutique finance and investment banking group, announced a strategic partnership to improve deal distribution for hedge funds., October 2022: Divya Nettimi, a former Viking Global Investors portfolio manager who oversaw over USD 4 billion at the Greenwich, Connecticut-based hedge fund firm, became the first woman to launch a hedge fund that has committed more than USD 1 billion.. Key drivers for this market are: Positive Trends in Equity Market is Driving the Market. Potential restraints include: Positive Trends in Equity Market is Driving the Market. Notable trends are: Rise of the Crypto Hedge Funds in United States.

Sweden New Savings & Net Assets: excl. PP: Hedge Funds: Sales data was reported at 718.083 SEK mn in Mar 2025. This records an increase from the previous number of 616.307 SEK mn for Feb 2025. Sweden New Savings & Net Assets: excl. PP: Hedge Funds: Sales data is updated monthly, averaging 1,257.396 SEK mn from Jan 2013 (Median) to Mar 2025, with 147 observations. The data reached an all-time high of 7,596.507 SEK mn in May 2024 and a record low of 272.184 SEK mn in Sep 2023. Sweden New Savings & Net Assets: excl. PP: Hedge Funds: Sales data remains active status in CEIC and is reported by Swedish Investment Fund Association. The data is categorized under Global Database’s Sweden – Table SE.O027: Net Savings and Net Assets: by Type of Funds.

Sweden New Savings & Net Assets: excl. PP: Hedge Funds: Net Assets data was reported at 37,044.418 SEK mn in Mar 2025. This records a decrease from the previous number of 37,427.513 SEK mn for Feb 2025. Sweden New Savings & Net Assets: excl. PP: Hedge Funds: Net Assets data is updated monthly, averaging 40,484.164 SEK mn from Jan 2013 (Median) to Mar 2025, with 147 observations. The data reached an all-time high of 60,246.922 SEK mn in Jul 2018 and a record low of 28,926.934 SEK mn in Mar 2024. Sweden New Savings & Net Assets: excl. PP: Hedge Funds: Net Assets data remains active status in CEIC and is reported by Swedish Investment Fund Association. The data is categorized under Global Database’s Sweden – Table SE.O027: Net Savings and Net Assets: by Type of Funds.

Sweden New Savings & Net Assets: Hedge Funds: Redemptions data was reported at 719.953 SEK mn in Mar 2025. This records a decrease from the previous number of 1,063.311 SEK mn for Feb 2025. Sweden New Savings & Net Assets: Hedge Funds: Redemptions data is updated monthly, averaging 1,453.574 SEK mn from Jan 2010 (Median) to Mar 2025, with 183 observations. The data reached an all-time high of 7,525.159 SEK mn in May 2018 and a record low of 410.789 SEK mn in Aug 2021. Sweden New Savings & Net Assets: Hedge Funds: Redemptions data remains active status in CEIC and is reported by Swedish Investment Fund Association. The data is categorized under Global Database’s Sweden – Table SE.O027: Net Savings and Net Assets: by Type of Funds.

Sweden Net Savings and Net Assets: Hedge Funds: Investment Savings Account data was reported at 410.600 SEK mn in Sep 2024. This records an increase from the previous number of -245.540 SEK mn for Jun 2024. Sweden Net Savings and Net Assets: Hedge Funds: Investment Savings Account data is updated quarterly, averaging 145.560 SEK mn from Mar 2014 (Median) to Sep 2024, with 43 observations. The data reached an all-time high of 1,928.780 SEK mn in Jun 2022 and a record low of -2,124.810 SEK mn in Mar 2023. Sweden Net Savings and Net Assets: Hedge Funds: Investment Savings Account data remains active status in CEIC and is reported by Swedish Investment Fund Association. The data is categorized under Global Database’s Sweden – Table SE.O029: Net Savings and Net Assets: by Type of Funds and Category: Quarterly.

Sweden New Savings & Net Assets: Hedge Funds: Year to Date: Redemptions data was reported at 2,972.093 SEK mn in Mar 2025. This records an increase from the previous number of 2,252.139 SEK mn for Feb 2025. Sweden New Savings & Net Assets: Hedge Funds: Year to Date: Redemptions data is updated monthly, averaging 9,807.745 SEK mn from Jan 2010 (Median) to Mar 2025, with 183 observations. The data reached an all-time high of 31,535.422 SEK mn in Dec 2018 and a record low of 644.784 SEK mn in Jan 2022. Sweden New Savings & Net Assets: Hedge Funds: Year to Date: Redemptions data remains active status in CEIC and is reported by Swedish Investment Fund Association. The data is categorized under Global Database’s Sweden – Table SE.O027: Net Savings and Net Assets: by Type of Funds.

Graph and download economic data for Hedge Funds; Total Financial Liabilities, Level (BOGZ1FL624190005Q) from Q4 1945 to Q1 2025 about Hedge Fund, liabilities, financial, and USA.

Employer Pension Fund: Defined Benefit Pension Plan: Investment Revenue: Rent data was reported at 0.289 IDR tn in Jun 2019. This records an increase from the previous number of 0.238 IDR tn for May 2019. Employer Pension Fund: Defined Benefit Pension Plan: Investment Revenue: Rent data is updated monthly, averaging 0.226 IDR tn from Jan 2015 (Median) to Jun 2019, with 54 observations. The data reached an all-time high of 0.627 IDR tn in Oct 2018 and a record low of 0.033 IDR tn in Jan 2018. Employer Pension Fund: Defined Benefit Pension Plan: Investment Revenue: Rent data remains active status in CEIC and is reported by Indonesia Financial Services Authority. The data is categorized under Indonesia Premium Database’s Financial Market – Table ID.ZD007: Pension Fund Investment Revenue: Employer Pension Fund: Defined Benefit Pension Plan.

Bank Rankings by Total Assets

Tracking the Financial Performance of the Top Banks

By Arthur Keen [source]

About this dataset

This dataset contains the top 100 global banks ranked by total assets on December 31, 2017. With a detailed list of key information for each bank's rank, country, balance sheet and US Total Assets (in billions), this data will be invaluable for those looking to research and study the current status of some of the world's leading financial organizations. From billion-dollar mega-banks such as JP Morgan Chase to small, local savings & loans institutions like BancorpSouth; this comprehensive overview allows researchers and analysts to gain a better understanding of who holds power in the world economy today

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How to use the dataset

This dataset contains the rank and total asset information of the top 100 global banks as of December 31, 2017. It is a useful resource for researchers who wish to study how key financial institutions' asset information relate to each other across countries.

Using this dataset is relatively straightforward – it consists of three columns - rank (the order in which each bank appears in the list), country (the country in which the bank is located) and total assets US billions (the total value expressed in US dollars). Additionally, there is a fourth column containing the balance sheet information for each bank as well.

In order to make full use of this dataset, one should analyse it by creating comparison grids based on different factors such as region, size or ownership structures. This can provide an interesting insight into how financial markets are structured within different economies and allow researchers to better understand some banking sector dynamics that are particularly relevant for certain countries or regions. Additionally, one can compare any two banks side-by-side using their respective balance sheets or distribution plot graphs based on size or concentration metrics by leverage or other financial ratios as well.

Overall, this dataset provides useful resources that can be put into practice through data visualization making an interesting reference point for trends analysis and forecasting purposes focusing on certain banking activities worldwide

Research Ideas

• Analyzing the differences in total assets across countries. By comparing and contrasting data, patterns could be found that give insight into the factors driving differences in banks’ assets between different markets.

• Using predictive models to identify which banks are more likely to perform better based on their balance sheet data, such as by predicting future profits or cashflows of said banks.

• Leveraging the information on holdings and investments of “top-ranked” banks as a guide for personal investments decisions or informing investment strategies of large financial institutions or hedge funds

Acknowledgements

If you use this dataset in your research, please credit the original authors. Data Source

License

License: Dataset copyright by authors - You are free to: - Share - copy and redistribute the material in any medium or format for any purpose, even commercially. - Adapt - remix, transform, and build upon the material for any purpose, even commercially. - You must: - Give appropriate credit - Provide a link to the license, and indicate if changes were made. - ShareAlike - You must distribute your contributions under the same license as the original. - Keep intact - all notices that refer to this license, including copyright notices.

Columns

File: top50banks2017-03-31.csv | Column name | Description | |:----------------------|:------------------------------------------------------------------------| | rank | The rank of the bank globally based on total assets. (Integer) | | country | The country where the bank is located. (String) | | total_assets_us_b | The total assets of a bank expressed in billions of US dollars. (Float) | | balance_sheet | A snapshot of banking activities for a specific date. (Date) |

File: top100banks2017-12-31.csv | Column name | Description | |:----------------------|:--------------------------------------------...

Indonesia Pension Fund: EPF-DBPP: Annual: Investment: Stock data was reported at 18,513,730,000,000.000 IDR in 2023. This records a decrease from the previous number of 19,184,940,000,000.000 IDR for 2022. Indonesia Pension Fund: EPF-DBPP: Annual: Investment: Stock data is updated yearly, averaging 20,672,425,000,000.000 IDR from Dec 2012 (Median) to 2023, with 12 observations. The data reached an all-time high of 22,264,530,000,000.000 IDR in 2014 and a record low of 18,513,730,000,000.000 IDR in 2023. Indonesia Pension Fund: EPF-DBPP: Annual: Investment: Stock data remains active status in CEIC and is reported by Indonesia Financial Services Authority. The data is categorized under Indonesia Premium Database’s Financial Market – Table ID.ZE013: Pension Fund: Investment Portfolio: Employer Pension Fund: Defined Benefit Pension Plan (EPF-DBPP).

Graph and download economic data for Hedge Funds; Total Financial Assets, Level (BOGZ1FL624090005A) from 1945 to 2024 about Hedge Fund, financial, assets, and USA.

Brazil Number of Inv Fund: ICVM 555: Not FIC: Exclusive: Yes data was reported at 2,803.000 Unit in Aug 2023. This records an increase from the previous number of 2,783.000 Unit for Jul 2023. Brazil Number of Inv Fund: ICVM 555: Not FIC: Exclusive: Yes data is updated monthly, averaging 1,484.000 Unit from Jan 2006 (Median) to Aug 2023, with 212 observations. The data reached an all-time high of 2,856.000 Unit in Nov 2022 and a record low of 895.000 Unit in Jun 2007. Brazil Number of Inv Fund: ICVM 555: Not FIC: Exclusive: Yes data remains active status in CEIC and is reported by Securities and Exchange Commission of Brazil. The data is categorized under Global Database’s Brazil – Table BR.ZC001: Investment Fund: Number of Investment Fund. The ICVM 555 is the instruction that replaces the ICVM 409 OF August 18, 2004, starting to provide about establishment, management, operation and dissemination of investment fund information. The investment fund is a pooling of resources, made in the form of condominium for the investment in financial assets. The fund can be constituted as open condominium, in which quota holders can request redemption of their shares as set out in its rules, or closed, in which quotas only be redeemed at the end of the term of the fund. It is considered 'exclusive' the fund for professional investors set up for receive applications exclusively from a single shareholder. Consider social security the funds set up for implementation of resource: open or closed private pension; own social security systems set up by the Union, the States, the Federal District or Municipalities; plans to open private pension and life insurance with survival coverage clause, according to regulations issued by the National Council of Private Insurance; and FAPI - Individual Programmed Retirement Fund.

Indonesia Employer Pension Fund: Defined Benefit Pension Plan: Investment Expense: Total data was reported at 0.242 IDR tn in Jun 2019. This records an increase from the previous number of 0.208 IDR tn for May 2019. Indonesia Employer Pension Fund: Defined Benefit Pension Plan: Investment Expense: Total data is updated monthly, averaging 0.208 IDR tn from Jan 2015 (Median) to Jun 2019, with 54 observations. The data reached an all-time high of 0.517 IDR tn in Dec 2017 and a record low of 0.031 IDR tn in Jan 2016. Indonesia Employer Pension Fund: Defined Benefit Pension Plan: Investment Expense: Total data remains active status in CEIC and is reported by Indonesia Financial Services Authority. The data is categorized under Indonesia Premium Database’s Financial Market – Table ID.ZD007: Pension Fund Investment Revenue: Employer Pension Fund: Defined Benefit Pension Plan.

Graph and download economic data for Hedge Funds; Treasury Securities; Asset (Market Value), Market Value Levels (BOGZ1LM623061103A) from 1945 to 2024 about Hedge Fund, market value, Treasury, securities, assets, and USA.

Indonesia Pension Fund: EPF-DBPP: Non Investments Current Assets: Employee Voluntary Contribution data was reported at 26.226 IDR bn in Jan 2021. This records a decrease from the previous number of 38.943 IDR bn for Dec 2016. Indonesia Pension Fund: EPF-DBPP: Non Investments Current Assets: Employee Voluntary Contribution data is updated monthly, averaging 48.000 IDR bn from Jan 2015 (Median) to Jan 2021, with 25 observations. The data reached an all-time high of 58.000 IDR bn in Oct 2015 and a record low of 26.226 IDR bn in Jan 2021. Indonesia Pension Fund: EPF-DBPP: Non Investments Current Assets: Employee Voluntary Contribution data remains active status in CEIC and is reported by Indonesia Financial Services Authority. The data is categorized under Indonesia Premium Database’s Financial Market – Table ID.ZE013: Pension Fund: Investment Portfolio: Employer Pension Fund: Defined Benefit Pension Plan (EPF-DBPP).

Indonesia Pension Fund: EPF-DBPP: Non Investments Current Assets: Other Receivable data was reported at 22.963 IDR bn in Feb 2025. This records an increase from the previous number of 22.187 IDR bn for Jan 2025. Indonesia Pension Fund: EPF-DBPP: Non Investments Current Assets: Other Receivable data is updated monthly, averaging 45.605 IDR bn from Jan 2015 (Median) to Feb 2025, with 122 observations. The data reached an all-time high of 223.916 IDR bn in Jul 2019 and a record low of 21.913 IDR bn in Mar 2023. Indonesia Pension Fund: EPF-DBPP: Non Investments Current Assets: Other Receivable data remains active status in CEIC and is reported by Indonesia Financial Services Authority. The data is categorized under Indonesia Premium Database’s Financial Market – Table ID.ZE013: Pension Fund: Investment Portfolio: Employer Pension Fund: Defined Benefit Pension Plan (EPF-DBPP).

Indonesia Pension Fund: EPF-DBPP: Annual: Investment: Islamic Corporate Bond data was reported at 3,954,910,000,000.000 IDR in 2023. This records an increase from the previous number of 3,537,130,000,000.000 IDR for 2022. Indonesia Pension Fund: EPF-DBPP: Annual: Investment: Islamic Corporate Bond data is updated yearly, averaging 1,486,405,000,000.000 IDR from Dec 2012 (Median) to 2023, with 12 observations. The data reached an all-time high of 3,954,910,000,000.000 IDR in 2023 and a record low of 505,170,000,000.000 IDR in 2012. Indonesia Pension Fund: EPF-DBPP: Annual: Investment: Islamic Corporate Bond data remains active status in CEIC and is reported by Indonesia Financial Services Authority. The data is categorized under Indonesia Premium Database’s Financial Market – Table ID.ZE013: Pension Fund: Investment Portfolio: Employer Pension Fund: Defined Benefit Pension Plan (EPF-DBPP).

Indonesia Pension Fund: Liabilities Other Than Actuarial Liabilities: Accrued Voluntary Benefit data was reported at 4.584 IDR bn in Jan 2025. This records an increase from the previous number of 1.609 IDR bn for Nov 2024. Indonesia Pension Fund: Liabilities Other Than Actuarial Liabilities: Accrued Voluntary Benefit data is updated monthly, averaging 1.609 IDR bn from Mar 2020 (Median) to Jan 2025, with 25 observations. The data reached an all-time high of 31.457 IDR bn in Jun 2023 and a record low of -10.273 IDR bn in Jul 2024. Indonesia Pension Fund: Liabilities Other Than Actuarial Liabilities: Accrued Voluntary Benefit data remains active status in CEIC and is reported by Indonesia Financial Services Authority. The data is categorized under Indonesia Premium Database’s Financial Market – Table ID.ZE012: Pension Fund: Investment Portfolio.