FlexShares Disciplined Duration MBS Index Fund
MBSD
MBSD
21 hedge funds and large institutions have $39.1M 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, 8 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 ownership
Funds ownership: →
20% less capital invested
Capital invested by funds: $49M → $39.1M (-$9.81M)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Holders
21
Holding in Top 10
3
Calls
–
Puts
–
Top Buyers
| 1 | +$1.4M | |
| 2 | +$603K | |
| 3 | +$545K | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$251K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$144K |
Top Sellers
| 1 | -$7M | |
| 2 | -$3.48M | |
| 3 | -$2.2M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$431K |