FlexShares STOXX Global ESG Select Index Fund
ESGG
9 hedge funds and large institutions have $59.5M invested in FlexShares STOXX Global ESG Select Index Fund in 2018 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, reducing their positions, and 3 closing their positions.
54% more capital invested
Capital invested by funds: $38.7M → $59.5M (+$20.8M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
13% more funds holding
Funds holding: 8 → 9 (+1)
45.7% less ownership
Funds ownership: 135.97% → 90.27% (-46%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$11M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.8M |
| 3 |
Jane Street
New York
|
+$1.36M |
| 4 |
WDL
Well Done LLC
Holland,
Michigan
|
+$306K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$17.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.33M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$413K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $46.4M | +$11M | +113,233 | +30% |
|
|
2
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $10.5M | +$10.8M | +111,733 | New |
|
|
3
Jane Street
New York
| $2.21M | +$1.36M | +14,000 | +149% |
|
|
WDL
4
Well Done LLC
Holland,
Michigan
| $298K | +$306K | +3,160 | New |
|
|
AG
5
Advisor Group
Phoenix,
Arizona
| $20K | – | – | – |
|
|
6
Bank of America
Charlotte,
North Carolina
| $17K | +$17.7K | +182 | New |
|
|
PG
7
Patten Group
Chattanooga,
Tennessee
| $16K | – | – | – |
|
|
VFA
8
Valeo Financial Advisors
Carmel,
Indiana
| $15K | – | – | – |
|
|
9
Citadel Advisors
Miami,
Florida
| – | -$1.33M | -13,983 | Closed |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$413K | -4,345 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$1K | -12 | Closed |
|
|
BCI
12
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | +$291 | +3 | New |
|
ESGG Hedge Fund Activity: Q1 2018 in Review
9 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global ESG Select Index Fund (ESGG) for Q1 2018, worth a combined $59.5M — up 54% from $38.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new ESGG positions and 3 closed out — a net gain of 1 holder — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Northern Trust, adding an estimated $11M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.33M sold.
- 9 institutional investors held FlexShares STOXX Global ESG Select Index Fund (ESGG) as of Q1 2018, up from 8 in Q4 2017.
- Funds reported $59.5M of FlexShares STOXX Global ESG Select Index Fund stock for Q1 2018, up 54% quarter-over-quarter.
- 4 funds opened new FlexShares STOXX Global ESG Select Index Fund positions in Q1 2018 and 3 closed out, a net change of +1 holder.
- The largest FlexShares STOXX Global ESG Select Index Fund buyer in Q1 2018 was Northern Trust, an estimated $11M added.
- The largest FlexShares STOXX Global ESG Select Index Fund seller in Q1 2018 was Citadel Advisors, an estimated $1.33M sold.
Based on aggregated 13F filings for Q1 2018.