FlexShares STOXX US ESG Select Index Fund
ESG
5 hedge funds and large institutions have $5M invested in FlexShares STOXX US ESG Select Index Fund in 2016 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
94.92% more ownership
Funds ownership: 0% → 94.92% (+95%)
67% more funds holding
Funds holding: 3 → 5 (+2)
7% more capital invested
Capital invested by funds: $4.66M → $5M (+$337K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$903K |
| 2 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
+$50.5K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$7.22K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$5.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$815K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
JP Morgan Chase
New York
| $3.78M | -$815K | -15,810 | -18% |
|
|
2
Northern Trust
Chicago,
Illinois
| $1.15M | +$903K | +17,513 | +400% |
|
|
CFA
3
Carroll Financial Associates
Charlotte,
North Carolina
| $51K | +$50.5K | +980 | New |
|
|
4
UBS Group
Zurich,
Switzerland
| $8K | +$7.22K | +140 | +737% |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $5K | +$5.16K | +100 | New |
|
ESG Hedge Fund Activity: Q4 2016 in Review
5 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX US ESG Select Index Fund (ESG) for Q4 2016, worth a combined $5M — up 7.2% from $4.66M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new ESG positions and 0 closed out — a net gain of 2 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Northern Trust, adding an estimated $903K. The largest seller was JP Morgan Chase, cutting an estimated $815K.
- 5 institutional investors held FlexShares STOXX US ESG Select Index Fund (ESG) as of Q4 2016, up from 3 in Q3 2016.
- Funds reported $5M of FlexShares STOXX US ESG Select Index Fund stock for Q4 2016, up 7.2% quarter-over-quarter.
- 2 funds opened new FlexShares STOXX US ESG Select Index Fund positions in Q4 2016 and 0 closed out, a net change of +2 holders.
- The largest FlexShares STOXX US ESG Select Index Fund buyer in Q4 2016 was Northern Trust, an estimated $903K added.
- The largest FlexShares STOXX US ESG Select Index Fund seller in Q4 2016 was JP Morgan Chase, an estimated $815K sold.
Based on aggregated 13F filings for Q4 2016.