We are live on ! Find out more
NFRA icon

FlexShares STOXX Global Broad Infrastructure Index Fund

64 hedge funds and large institutions have $1.18B invested in FlexShares STOXX Global Broad Infrastructure Index Fund in 2019 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

39% more capital invested

Capital invested by funds: $853M → $1.18B (+$330M)

21% more funds holding

Funds holding: 5364 (+11)

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

5.57% more ownership

Funds ownership: 93.39%98.95% (+5.6%)

Holders
64
Holders Change
+11
Holders Change %
+20.75%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
18
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NGA
26
Naples Global Advisors
Florida
$408K
MML Investors Services
27
MML Investors Services
Massachusetts
$381K +$49.5K +989 +15%
CWM
28
Circle Wealth Management
New Jersey
$293K +$288K +5,752 New
ABC
29
Associated Banc-Corp
Wisconsin
$286K +$281K +5,615 New
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$283K -$53K -1,059 -16%
HH
31
Hilltop Holdings
Texas
$283K -$18.4K -368 -6%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$272K +$16.2K +324 +6%
UCFA
33
United Capital Financial Advisors
Texas
$254K +$249K +4,973 New
CAL
34
Capital Advisors Ltd
Ohio
$214K
Ameriprise
35
Ameriprise
Minnesota
$206K -$6.11K -122 -3%
VAS
36
Vestmark Advisory Solutions
Massachusetts
$205K +$201K +4,012 New
CI
37
CX Institutional
Indiana
$176K +$48.1K +960 +39%
Wells Fargo
38
Wells Fargo
California
$168K +$118K +2,366 +257%
JP Morgan Chase
39
JP Morgan Chase
New York
$106K
CFGS
40
Concourse Financial Group Securities
Alabama
$84K +$82.3K +1,643 New
WPA
41
West Paces Advisors
Georgia
$69.5K +$11.6K +232 +21%
CQS
42
Credential Qtrade Securities
$65.4K +$11.4K +227 +21%
HCC
43
Hirtle Callaghan & Co
Pennsylvania
$63K
UBS Group
44
UBS Group
Switzerland
$44K -$95.5K -1,907 -69%
Citigroup
45
Citigroup
New York
$34K
OIA
46
Optimum Investment Advisors
Illinois
$32K -$25.8K -515 -45%
AG
47
Advisor Group
Arizona
$29K -$11.1K -222 -29%
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$29K
BCI
49
Brinker Capital Investments
Pennsylvania
$28K +$250 +5 +0.9%
HNB
50
Huntington National Bank
Ohio
$24K

NFRA Hedge Fund Activity: Q2 2019 in Review

64 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) for Q2 2019, worth a combined $1.18B — up 39% from $853M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new NFRA positions and 4 closed out — a net gain of 11 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Northern Trust, adding an estimated $254M. The largest seller was CNB Bank, cutting an estimated $2.14M.

  • 64 institutional investors held FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) as of Q2 2019, up from 53 in Q1 2019.
  • Funds reported $1.18B of FlexShares STOXX Global Broad Infrastructure Index Fund stock for Q2 2019, up 39% quarter-over-quarter.
  • 15 funds opened new FlexShares STOXX Global Broad Infrastructure Index Fund positions in Q2 2019 and 4 closed out, a net change of +11 holders.
  • The largest FlexShares STOXX Global Broad Infrastructure Index Fund buyer in Q2 2019 was Northern Trust, an estimated $254M added.
  • The largest FlexShares STOXX Global Broad Infrastructure Index Fund seller in Q2 2019 was CNB Bank, an estimated $2.14M sold.

Based on aggregated 13F filings for Q2 2019.