FlexShares STOXX Global ESG Select Index Fund
ESGG
8 hedge funds and large institutions have $38.7M invested in FlexShares STOXX Global ESG Select Index Fund in 2017 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, reducing their positions, and 2 closing their positions.
191% more capital invested
Capital invested by funds: $13.3M → $38.7M (+$25.4M)
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
33% more funds holding
Funds holding: 6 → 8 (+2)
11.63% less ownership
Funds ownership: 147.6% → 135.97% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$28.6M |
| 2 |
Jane Street
New York
|
+$873K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$403K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$180K |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$19.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SQA
Simon Quick Advisors
Morristown,
New Jersey
|
-$5.72M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$73K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $36.1M | +$28.6M | +308,540 | +434% |
|
|
2
Citadel Advisors
Miami,
Florida
| $1.33M | +$180K | +1,941 | +16% |
|
|
3
Jane Street
New York
| $894K | +$873K | +9,414 | New |
|
|
4
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $413K | +$403K | +4,345 | New |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $20K | +$19.9K | +215 | New |
|
|
PG
6
Patten Group
Chattanooga,
Tennessee
| $16K | – | – | – |
|
|
VFA
7
Valeo Financial Advisors
Carmel,
Indiana
| $15K | +$14.5K | +156 | New |
|
8
UBS Group
Zurich,
Switzerland
| $1K | +$1.02K | +11 | +1,100% |
|
|
SQA
9
Simon Quick Advisors
Morristown,
New Jersey
| – | -$5.72M | -63,515 | Closed |
|
|
10
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$73K | -810 | Closed |
|
ESGG Hedge Fund Activity: Q4 2017 in Review
8 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global ESG Select Index Fund (ESGG) for Q4 2017, worth a combined $38.7M — up 191% from $13.3M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ESGG positions and 2 closed out — a net gain of 2 holders — while 3 added to existing stakes and 0 trimmed.
The largest buyer was Northern Trust, adding an estimated $28.6M. The largest seller was Simon Quick Advisors, exiting entirely with an estimated $5.72M sold.
- 8 institutional investors held FlexShares STOXX Global ESG Select Index Fund (ESGG) as of Q4 2017, up from 6 in Q3 2017.
- Funds reported $38.7M of FlexShares STOXX Global ESG Select Index Fund stock for Q4 2017, up 191% quarter-over-quarter.
- 4 funds opened new FlexShares STOXX Global ESG Select Index Fund positions in Q4 2017 and 2 closed out, a net change of +2 holders.
- The largest FlexShares STOXX Global ESG Select Index Fund buyer in Q4 2017 was Northern Trust, an estimated $28.6M added.
- The largest FlexShares STOXX Global ESG Select Index Fund seller in Q4 2017 was Simon Quick Advisors, an estimated $5.72M sold.
Based on aggregated 13F filings for Q4 2017.