FlexShares Disciplined Duration MBS Index Fund
MBSD
MBSD
21 hedge funds and large institutions have $50.4M invested in FlexShares Disciplined Duration MBS Index Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
10% less capital invested
Capital invested by funds: $56M → $50.4M (-$5.56M)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Holders
21
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$1.75M | |
| 2 | +$1.28M | |
| 3 | +$795K | |
| 4 |
TCPG
Trivant Custom Portfolio Group
San Diego,
California
|
+$349K |
| 5 |
Morgan Stanley
New York
|
+$315K |
Top Sellers
| 1 | -$5.3M | |
| 2 | -$1.66M | |
| 3 | -$1.15M | |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$719K |
| 5 |
NB
NBT Bank
Norwich,
New York
|
-$533K |