FlexShares Disciplined Duration MBS Index Fund
MBSD
7 hedge funds and large institutions have $1.92M invested in FlexShares Disciplined Duration MBS Index Fund in 2016 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 0 reducing their positions, and closing their positions.
732% more capital invested
Capital invested by funds: $231K → $1.92M (+$1.69M)
250% more funds holding
Funds holding: 2 → 7 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$1.3M |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$675K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$564K |
| 4 |
LI
LVZ Inc
Holland,
Michigan
|
+$331K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$101K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WSTAM
1
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $672K | +$675K | +27,148 | New |
|
|
2
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $561K | +$564K | +22,658 | New |
|
|
LI
3
LVZ Inc
Holland,
Michigan
| $330K | +$331K | +13,322 | New |
|
|
4
Northern Trust
Chicago,
Illinois
| $239K | +$1.3M | +52,137 | +6% |
|
|
5
Royal Bank of Canada
Toronto,
Ontario, Canada
| $100K | +$101K | +4,068 | New |
|
|
AIG
6
American International Group
New York
| $19K | +$18.7K | +750 | New |
|
|
TRCT
7
Tower Research Capital (TRC)
New York
| $1K | +$746 | +30 | +250% |
|
MBSD Hedge Fund Activity: Q1 2016 in Review
7 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q1 2016, worth a combined $1.92M — up 732% from $231K a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MBSD positions and 0 closed out — a net gain of 5 holders — while 2 added to existing stakes and 0 trimmed.
The largest buyer was Northern Trust, adding an estimated $1.3M.
- 7 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q1 2016, up from 2 in Q4 2015.
- Funds reported $1.92M of FlexShares Disciplined Duration MBS Index Fund stock for Q1 2016, up 732% quarter-over-quarter.
- 5 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q1 2016 and 0 closed out, a net change of +5 holders.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q1 2016 was Northern Trust, an estimated $1.3M added.
Based on aggregated 13F filings for Q1 2016.