Hacker News new | ask | show | jobs
by m101 9 days ago
interesting question, and i used the AI for help on this one:

$ value of equity purchased in indices:

- total market cap of those 3: $3.6tn

- index inclusion weights is based on free float, not full market cap

- free floats ~5%

=> 5% * 3.6tn = 180bn of these stocks in MV weight in the index

$ value of index funds: $18tn

$ value of market cap that is tracked by these index funds: $57tn

=> index funds are 18/57 = 31.6% of the market value

=> 180bn * 31.6% = $57bn of stock included in the index funds

so $57bn in sales in other companies => 57bn/18tn = 0.32% of all other stocks sold

Now for the assymmetry here:

- 57bn in sales is about 7% of daily volume for all incumbants combined

- 57bn in purchase is about 15-30 days of volume for typical stocks (hence Elon's eagerness to get them included asap)