FlexShares Disciplined Duration MBS Index Fund
MBSD
20 hedge funds and large institutions have $56M invested in FlexShares Disciplined Duration MBS Index Fund in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 6 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more capital invested
Capital invested by funds: $49.4M → $56M (+$6.57M)
11.25% more ownership
Funds ownership: 51.07% → 62.32% (+11%)
13% less funds holding
Funds holding: 23 → 20 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Atria Investments
Charlotte,
North Carolina
|
+$1.66M |
| 2 |
Jane Street
New York
|
+$1.25M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$716K |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$548K |
| 5 |
Morgan Stanley
New York
|
+$191K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.93M |
| 2 |
BCM
Boltwood Capital Management
Walnut Creek,
California
|
-$1.36M |
| 3 |
3AM
3EDGE Asset Management
Naples,
Florida
|
-$773K |
| 4 |
CNBT
Cornerstone National Bank & Trust
Palatine,
Illinois
|
-$295K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$275K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Rockefeller Capital Management
New York
| – | -$14K | -735 | Closed |
|
MBSD Hedge Fund Activity: Q1 2023 in Review
20 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q1 2023, worth a combined $56M — up 13% from $49.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MBSD and 4 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 4 added.
The largest buyer was Atria Investments, opening a new position worth an estimated $1.66M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.93M sold.
- 20 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q1 2023, down from 23 in Q4 2022.
- Funds reported $56M of FlexShares Disciplined Duration MBS Index Fund stock for Q1 2023, up 13% quarter-over-quarter.
- 4 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q1 2023 and 6 closed out, a net change of -2 holders.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q1 2023 was Atria Investments, an estimated $1.66M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q1 2023 was Citadel Advisors, an estimated $2.93M sold.
Based on aggregated 13F filings for Q1 2023.