FlexShares Disciplined Duration MBS Index Fund
MBSD
10 hedge funds and large institutions have $8.39M invested in FlexShares Disciplined Duration MBS Index Fund in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 1 closing their positions.
146% more capital invested
Capital invested by funds: $3.41M → $8.39M (+$4.98M)
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
11% more funds holding
Funds holding: 9 → 10 (+1)
0.16% less ownership
Funds ownership: 70.47% → 70.31% (-0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.03M |
| 2 |
Jane Street
New York
|
+$805K |
| 3 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$283K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$245K |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$30.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$2.32M |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
-$120K |
| 3 |
Citigroup
New York
|
-$35.7K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$20.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $4.09M | -$2.32M | -97,661 | -9% |
|
|
2
Jane Street
New York
| $1.78M | +$805K | +33,847 | +81% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.02M | +$1.03M | +43,341 | New |
|
|
LNC
4
Lincoln National Corp
Radnor,
Pennsylvania
| $502K | +$245K | +10,304 | +94% |
|
|
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $287K | +$30.7K | +1,290 | +12% |
|
|
6
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $281K | +$283K | +11,918 | New |
|
|
VF
7
Virtu Financial
New York
| $250K | +$30.2K | +1,270 | +14% |
|
8
Royal Bank of Canada
Toronto,
Ontario, Canada
| $145K | +$12.6K | +530 | +9% |
|
|
9
UBS Group
Zurich,
Switzerland
| $31K | -$20.6K | -867 | -40% |
|
|
10
Citigroup
New York
| $5K | -$35.7K | -1,500 | -88% |
|
|
AG
11
Advisor Group
Phoenix,
Arizona
| – | -$120K | -5,000 | Closed |
|
MBSD Hedge Fund Activity: Q4 2017 in Review
10 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q4 2017, worth a combined $8.39M — up 146% from $3.41M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MBSD positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.03M. The largest seller was Northern Trust, cutting an estimated $2.32M.
- 10 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q4 2017, up from 9 in Q3 2017.
- Funds reported $8.39M of FlexShares Disciplined Duration MBS Index Fund stock for Q4 2017, up 146% quarter-over-quarter.
- 2 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q4 2017 and 1 closed out, a net change of +1 holder.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q4 2017 was Susquehanna International Group, an estimated $1.03M added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q4 2017 was Northern Trust, an estimated $2.32M sold.
Based on aggregated 13F filings for Q4 2017.