FlexShares Disciplined Duration MBS Index Fund
MBSD
13 hedge funds and large institutions have $14.4M invested in FlexShares Disciplined Duration MBS Index Fund in 2019 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 5 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
15% more capital invested
Capital invested by funds: $12.5M → $14.4M (+$1.91M)
0.43% less ownership
Funds ownership: 56.41% → 55.98% (-0.43%)
13% less funds holding
Funds holding: 15 → 13 (-2)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$590K |
| 2 |
AWMS
Advocacy Wealth Management Services
Atlanta,
Georgia
|
+$414K |
| 3 |
DP
Dearborn Partners
Chicago,
Illinois
|
+$365K |
| 4 |
CSIA
Charles Schwab Investment Advisory
San Francisco,
California
|
+$355K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$466K |
| 2 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
-$40.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$18K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$4K |
| 5 |
Citigroup
New York
|
-$2K |
MBSD Hedge Fund Activity: Q3 2019 in Review
13 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in FlexShares Disciplined Duration MBS Index Fund (MBSD) for Q3 2019, worth a combined $14.4M — up 15% from $12.5M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of MBSD and 3 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 7 added.
The largest buyer was Bank of New York Mellon, adding an estimated $590K. The largest seller was Jane Street, exiting entirely with an estimated $466K sold.
- 13 institutional investors held FlexShares Disciplined Duration MBS Index Fund (MBSD) as of Q3 2019, down from 15 in Q2 2019.
- Funds reported $14.4M of FlexShares Disciplined Duration MBS Index Fund stock for Q3 2019, up 15% quarter-over-quarter.
- 3 funds opened new FlexShares Disciplined Duration MBS Index Fund positions in Q3 2019 and 5 closed out, a net change of -2 holders.
- The largest FlexShares Disciplined Duration MBS Index Fund buyer in Q3 2019 was Bank of New York Mellon, an estimated $590K added.
- The largest FlexShares Disciplined Duration MBS Index Fund seller in Q3 2019 was Jane Street, an estimated $466K sold.
Based on aggregated 13F filings for Q3 2019.