FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
10 hedge funds and large institutions have $29.4M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 0 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
25% more funds holding
Funds holding: 8 → 10 (+2)
8% more capital invested
Capital invested by funds: $27.3M → $29.4M (+$2.16M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.06% less ownership
Funds ownership: 70.36% → 70.3% (-0.06%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$4.29M |
| 2 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
+$714K |
| 3 |
SWRP
Summit Wealth & Retirement Planning
San Ramon,
California
|
+$279K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$125K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$64 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$3.16M |
| 2 |
22CM
20/20 Capital Management
Costa Mesa,
California
|
-$37.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $12.8M | +$4.29M | +67,400 | +35% |
|
|
CNBT
2
Cornerstone National Bank & Trust
Palatine,
Illinois
| $9.99M | +$714K | +11,224 | +8% |
|
3
LPL Financial
San Diego,
California
| $2.9M | – | – | – |
|
|
4
Jane Street
New York
| $2.05M | -$3.16M | -49,689 | -60% |
|
|
22CM
5
20/20 Capital Management
Costa Mesa,
California
| $953K | -$37.1K | -584 | -4% |
|
|
SWRP
6
Summit Wealth & Retirement Planning
San Ramon,
California
| $273K | +$279K | +4,386 | New |
|
|
PAS
7
Partnervest Advisory Services
Santa Barbara,
California
| $264K | – | – | – |
|
|
8
UBS Group
Zurich,
Switzerland
| $138K | +$125K | +1,967 | +796% |
|
|
FHA
9
Flagship Harbor Advisors
Boston,
Massachusetts
| $1K | – | – | – |
|
|
10
Wells Fargo
San Francisco,
California
| – | +$64 | +1 | New |
|
LKOR Hedge Fund Activity: Q3 2020 in Review
10 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q3 2020, worth a combined $29.4M — up 7.9% from $27.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LKOR positions and 0 closed out — a net gain of 2 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Northern Trust, adding an estimated $4.29M. The largest seller was Jane Street, cutting an estimated $3.16M.
- 10 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q3 2020, up from 8 in Q2 2020.
- Funds reported $29.4M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q3 2020, up 7.9% quarter-over-quarter.
- 2 funds opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q3 2020 and 0 closed out, a net change of +2 holders.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q3 2020 was Northern Trust, an estimated $4.29M added.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q3 2020 was Jane Street, an estimated $3.16M sold.
Based on aggregated 13F filings for Q3 2020.