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FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA

71 hedge funds and large institutions have $1.5B invested in FlexShares STOXX Global Broad Infrastructure Index Fund in 2019 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

180% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 5

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

13% more funds holding

Funds holding: 63 → 71 (+8)

9% more capital invested

Capital invested by funds: $1.37B → $1.5B (+$126M)

8.31% less ownership

Funds ownership: 96.47% → 88.16% (-8.3%)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.4%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
14
Increased
33
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$53M
2
LFA
Landmark Financial Advisors
Kentucky
+$4.91M
3
UBS Group
UBS Group
Switzerland
+$3.46M
4
Jane Street
Jane Street
New York
+$2.74M
5
Truist Financial
Truist Financial
North Carolina
+$1.27M

Top Sellers

Rank Fund Capital Flow
1
AWA
Alaska Wealth Advisors
Alaska
-$9.55M
2
AP
Advisors Preferred
Maryland
-$304K
3
VAS
Vestmark Advisory Solutions
Massachusetts
-$211K
4
RJA
Raymond James & Associates
Florida
-$190K
5
CB
CNB Bank
Pennsylvania
-$190K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
26
Brown Brothers Harriman & Co
New York
$888K +$229K +4,361 +36%
CWM
27
Circle Wealth Management
New Jersey
$846K +$826K +15,708 New
PV
28
Private Vista
Illinois
$791K +$34.6K +659 +5%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$741K +$723K +13,753 New
CWM
30
Centric Wealth Management
Illinois
$653K – – –
OIA
31
OneDigital Investment Advisors
Kansas
$637K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$613K +$63.7K +1,212 +12%
NGA
33
Naples Global Advisors
Florida
$431K – – –
PA
34
Pinnacle Associates
New York
$405K +$395K +7,525 New
PWMAG
35
Pinnacle Wealth Management Advisory Group
New Jersey
$405K +$395K +7,525 New
CB
36
CNB Bank
Pennsylvania
$400K -$190K -3,608 -33%
HH
37
Hilltop Holdings
Texas
$328K +$8.94K +170 +3%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$310K +$15.3K +292 +5%
ABC
39
Associated Banc-Corp
Wisconsin
$303K – – –
WC
40
Whitnell & Co
Illinois
$303K – – –
Ameriprise
41
Ameriprise
Minnesota
$287K +$69.1K +1,315 +33%
UCFA
42
United Capital Financial Advisors
Texas
$275K +$268K +5,101 New
Fifth Third Bancorp
43
Fifth Third Bancorp
Ohio
$254K – – –
CAL
44
Capital Advisors Ltd
Ohio
$226K – – –
Deutsche Bank
45
Deutsche Bank
Germany
$196K – – –
Wells Fargo
46
Wells Fargo
California
$192K +$58.4K +1,111 +45%
CI
47
CX Institutional
Indiana
$176K -$7.99K -152 -4%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$116K +$99.7K +1,897 +747%
AP
49
Advisors Preferred
Maryland
$111K -$304K -5,778 -74%
CFGS
50
Concourse Financial Group Securities
Alabama
$90K +$84.5K +1,607 +2,263%
1
2
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NFRA Hedge Fund Activity: Q4 2019 in Review

71 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) for Q4 2019, worth a combined $1.5B — up 9.2% from $1.37B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NFRA positions and 5 closed out — a net gain of 9 holders — while 33 added to existing stakes and 10 trimmed.

The largest buyer was Northern Trust, adding an estimated $53M. The largest seller was Alaska Wealth Advisors, cutting an estimated $9.55M.

  • 71 institutional investors held FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) as of Q4 2019, up from 63 in Q3 2019.
  • Funds reported $1.5B of FlexShares STOXX Global Broad Infrastructure Index Fund stock for Q4 2019, up 9.2% quarter-over-quarter.
  • 14 funds opened new FlexShares STOXX Global Broad Infrastructure Index Fund positions in Q4 2019 and 5 closed out, a net change of +9 holders.
  • The largest FlexShares STOXX Global Broad Infrastructure Index Fund buyer in Q4 2019 was Northern Trust, an estimated $53M added.
  • The largest FlexShares STOXX Global Broad Infrastructure Index Fund seller in Q4 2019 was Alaska Wealth Advisors, an estimated $9.55M sold.

Based on aggregated 13F filings for Q4 2019.