FlexShares STOXX Global ESG Select Index Fund
ESGG
6 hedge funds and large institutions have $13.3M invested in FlexShares STOXX Global ESG Select Index Fund in 2017 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and 3 closing their positions.
69% more capital invested
Capital invested by funds: $7.85M → $13.3M (+$5.45M)
56.32% more ownership
Funds ownership: 91.28% → 147.6% (+56%)
0% more funds holding
Funds holding: 6 → 6 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SQA
Simon Quick Advisors
Morristown,
New Jersey
|
+$5.61M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$2.75M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.06M |
| 4 |
PG
Patten Group
Chattanooga,
Tennessee
|
+$12.8K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$88 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$4.06M |
| 2 |
Jane Street
New York
|
-$270K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
-$17K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $6.4M | +$2.75M | +31,117 | +78% |
|
|
SQA
2
Simon Quick Advisors
Morristown,
New Jersey
| $5.72M | +$5.61M | +63,515 | New |
|
|
3
Citadel Advisors
Miami,
Florida
| $1.08M | +$1.06M | +12,042 | New |
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $73K | – | – | – |
|
|
PG
5
Patten Group
Chattanooga,
Tennessee
| $15K | +$12.8K | +145 | +580% |
|
|
6
JP Morgan Chase
New York
| – | -$4.06M | -47,162 | Closed |
|
|
7
Jane Street
New York
| – | -$270K | -3,142 | Closed |
|
|
AG
8
Advisor Group
Phoenix,
Arizona
| – | -$17K | -193 | Closed |
|
|
9
UBS Group
Zurich,
Switzerland
| – | +$88 | +1 | New |
|
ESGG Hedge Fund Activity: Q3 2017 in Review
6 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global ESG Select Index Fund (ESGG) for Q3 2017, worth a combined $13.3M — up 69% from $7.85M a quarter earlier.
Fund positioning in ESGG was balanced in Q3 2017: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 0 trimmed.
The largest buyer was Simon Quick Advisors, opening a new position worth an estimated $5.61M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $4.06M sold.
- 6 institutional investors held FlexShares STOXX Global ESG Select Index Fund (ESGG) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $13.3M of FlexShares STOXX Global ESG Select Index Fund stock for Q3 2017, up 69% quarter-over-quarter.
- 3 funds opened new FlexShares STOXX Global ESG Select Index Fund positions in Q3 2017 and 3 closed out, a net change of 0 holders.
- The largest FlexShares STOXX Global ESG Select Index Fund buyer in Q3 2017 was Simon Quick Advisors, an estimated $5.61M added.
- The largest FlexShares STOXX Global ESG Select Index Fund seller in Q3 2017 was JP Morgan Chase, an estimated $4.06M sold.
Based on aggregated 13F filings for Q3 2017.