FlexShares Disciplined Duration MBS Index Fund
MBSD
MBSD
20 hedge funds and large institutions have $22.5M invested in FlexShares Disciplined Duration MBS Index Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
14.41% less ownership
Funds ownership: 43.96% → 29.54% (-14%)
27% less capital invested
Capital invested by funds: $30.8M → $22.5M (-$8.31M)
Holders
20
Holding in Top 10
2
Calls
–
Puts
–
Top Buyers
| 1 | +$1.44M | |
| 2 | +$621K | |
| 3 | +$561K | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$258K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$148K |
Top Sellers
| 1 | -$7.21M | |
| 2 | -$3.58M | |
| 3 | -$1.03M | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$431K |
| 5 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$259K |