FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
13 hedge funds and large institutions have $16.6M invested in FlexShares Credit-Scored US Long Corporate Bond Index Fund in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 1 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0% more funds holding
Funds holding: 13 → 13 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.42% less ownership
Funds ownership: 50.93% → 50.51% (-0.42%)
3% less capital invested
Capital invested by funds: $17.1M → $16.6M (-$478K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$348K |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$307K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$178K |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$146K |
| 5 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$74.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$717K |
| 2 |
Jane Street
New York
|
-$551K |
| 3 |
Morgan Stanley
New York
|
-$23.2K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$2.77K |
LKOR Hedge Fund Activity: Q1 2024 in Review
13 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) for Q1 2024, worth a combined $16.6M — down 2.8% from $17.1M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new LKOR positions and 1 closed out — a net gain of 1 holder — while 7 added to existing stakes and 3 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $348K. The largest seller was Cornerstone National Bank & Trust, cutting an estimated $717K.
- 13 institutional investors held FlexShares Credit-Scored US Long Corporate Bond Index Fund (LKOR) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $16.6M of FlexShares Credit-Scored US Long Corporate Bond Index Fund stock for Q1 2024, down 2.8% quarter-over-quarter.
- 2 funds opened new FlexShares Credit-Scored US Long Corporate Bond Index Fund positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund buyer in Q1 2024 was Raymond James Financial Services Advisors, an estimated $348K added.
- The largest FlexShares Credit-Scored US Long Corporate Bond Index Fund seller in Q1 2024 was Cornerstone National Bank & Trust, an estimated $717K sold.
Based on aggregated 13F filings for Q1 2024.