FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
7 hedge funds and large institutions have $6.98M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 4 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
22% less funds holding
Funds holding: 9 → 7 (-2)
24.81% less ownership
Funds ownership: 81.75% → 56.94% (-25%)
33% less capital invested
Capital invested by funds: $10.4M → $6.98M (-$3.4M)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.06M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$347K |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$294K |
| 4 |
LPL Financial
San Diego,
California
|
+$11.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$9.36M |
| 2 |
Jane Street
New York
|
-$5.06M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$225K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$76K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$23K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Jane Street
New York
| $2.85M | -$5.06M | -97,185 | -65% |
|
|
2
Citadel Advisors
Miami,
Florida
| $2.28M | +$347K | +6,666 | +19% |
|
|
AG
3
Advisor Group
Phoenix,
Arizona
| $1.12M | +$1.06M | +20,267 | New |
|
|
4
LPL Financial
San Diego,
California
| $371K | +$11.8K | +226 | +3% |
|
|
FTUS
5
Flow Traders U.S.
New York
| $311K | +$294K | +5,637 | New |
|
|
6
Northern Trust
Chicago,
Illinois
| $52K | -$9.36M | -179,721 | -71% |
|
|
7
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$225K | -4,328 | Closed |
|
|
8
UBS Group
Zurich,
Switzerland
| – | -$76K | -1,461 | Closed |
|
|
9
Bank of America
Charlotte,
North Carolina
| – | -$23K | -435 | Closed |
|
10
Wells Fargo
San Francisco,
California
| – | -$52 | -1 | Closed |
|
LKOR Hedge Fund Activity: Q2 2019 in Review
7 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q2 2019, worth a combined $6.98M — down 33% from $10.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of LKOR and 2 opened new positions — a net loss of 2 holders — while 2 trimmed existing stakes and 2 added.
The largest buyer was Advisor Group, opening a new position worth an estimated $1.06M. The largest seller was Northern Trust, cutting an estimated $9.36M.
- 7 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q2 2019, down from 9 in Q1 2019.
- Funds reported $6.98M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q2 2019, down 33% quarter-over-quarter.
- 2 funds opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q2 2019 and 4 closed out, a net change of -2 holders.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q2 2019 was Advisor Group, an estimated $1.06M added.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q2 2019 was Northern Trust, an estimated $9.36M sold.
Based on aggregated 13F filings for Q2 2019.