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FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR

11 hedge funds and large institutions have $14.2M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.63% less ownership

Funds ownership: 50.05% → 47.42% (-2.6%)

13% less capital invested

Capital invested by funds: $16.4M → $14.2M (-$2.17M)

15% less funds holding

Funds holding: 13 → 11 (-2)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

Holders
11
Holders Change
-2
Holders Change %
-15.38%
% of All Funds
0.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
1
Reduced
6
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$73.6K
2
HI
Harbour Investments
Wisconsin
+$42

Top Sellers

Rank Fund Capital Flow
1
CNBT
Cornerstone National Bank & Trust
Illinois
-$332K
2
BCM
Boltwood Capital Management
California
-$243K
3
Citadel Advisors
Citadel Advisors
Florida
-$94K
4
Jane Street
Jane Street
New York
-$84.4K
5
UBS Group
UBS Group
Switzerland
-$64.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
CNBT
1
Cornerstone National Bank & Trust
Illinois
$10.2M -$332K -7,914 -3%
Jane Street
2
Jane Street
New York
$2.21M -$84.4K -2,011 -4%
LPL Financial
3
LPL Financial
California
$475K -$46.2K -1,100 -8%
Citadel Advisors
4
Citadel Advisors
Florida
$472K -$94K -2,239 -16%
SWA
5
Stratos Wealth Advisors
Ohio
$364K -$6.34K -151 -2%
MFGM
6
Marshall Financial Group (Maryland)
Maryland
$240K -$4.49K -107 -2%
Osaic Holdings
7
Osaic Holdings
Arizona
$104K – – –
Bank of Montreal
8
Bank of Montreal
Ontario, Canada
$73.3K +$73.6K +1,754 New
Morgan Stanley
9
Morgan Stanley
New York
$21.2K – – –
EWA
10
EverSource Wealth Advisors
Alabama
$2K – – –
HI
11
Harbour Investments
Wisconsin
$1.06K +$42 +1 +4%
Wells Fargo
12
Wells Fargo
California
$13 – – –
BCM
13
Boltwood Capital Management
California
– -$243K -5,575 Closed
UBS Group
14
UBS Group
Switzerland
– -$64.2K -1,473 Closed
SWM
15
Spire Wealth Management
Virginia
– -$38.5K -884 Closed

LKOR Hedge Fund Activity: Q3 2023 in Review

11 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q3 2023, worth a combined $14.2M — down 13% from $16.4M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of LKOR and 1 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 1 added.

The largest buyer was Bank of Montreal, opening a new position worth an estimated $73.6K. The largest seller was Cornerstone National Bank & Trust, cutting an estimated $332K.

  • 11 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q3 2023, down from 13 in Q2 2023.
  • Funds reported $14.2M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q3 2023, down 13% quarter-over-quarter.
  • 1 fund opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q3 2023 and 3 closed out, a net change of -2 holders.
  • The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q3 2023 was Bank of Montreal, an estimated $73.6K added.
  • The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q3 2023 was Cornerstone National Bank & Trust, an estimated $332K sold.

Based on aggregated 13F filings for Q3 2023.