FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
6 hedge funds and large institutions have $2.64M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
305% more capital invested
Capital invested by funds: $653K → $2.64M (+$1.99M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
20% more funds holding
Funds holding: 5 → 6 (+1)
11.28% more ownership
Funds ownership: 45.61% → 56.89% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$2.72M |
| 2 |
Jane Street
New York
|
+$1.48M |
| 3 |
LPL Financial
San Diego,
California
|
+$252K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$23.1K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $1.48M | +$1.48M | +27,701 | New |
|
|
2
Northern Trust
Chicago,
Illinois
| $575K | +$2.72M | +50,818 | +46% |
|
|
3
LPL Financial
San Diego,
California
| $252K | +$252K | +4,700 | New |
|
|
ASN
4
Advisory Services Network
Atlanta,
Georgia
| $197K | -$23.1K | -432 | -11% |
|
|
5
Bank of America
Charlotte,
North Carolina
| $136K | +$131K | +2,453 | +2,582% |
|
|
6
UBS Group
Zurich,
Switzerland
| – | -$8K | -148 | Closed |
|
LKOR Hedge Fund Activity: Q3 2017 in Review
6 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q3 2017, worth a combined $2.64M — up 305% from $653K a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LKOR positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Northern Trust, adding an estimated $2.72M. The largest seller was Advisory Services Network, cutting an estimated $23.1K.
- 6 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q3 2017, up from 5 in Q2 2017.
- Funds reported $2.64M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q3 2017, up 305% quarter-over-quarter.
- 2 funds opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q3 2017 and 1 closed out, a net change of +1 holder.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q3 2017 was Northern Trust, an estimated $2.72M added.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q3 2017 was Advisory Services Network, an estimated $23.1K sold.
Based on aggregated 13F filings for Q3 2017.