We are live on ! Find out more
NFRA icon

FlexShares STOXX Global Broad Infrastructure Index Fund

71 hedge funds and large institutions have $1.87B invested in FlexShares STOXX Global Broad Infrastructure Index Fund in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 31 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 12

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

12% more capital invested

Capital invested by funds: $1.67B → $1.87B (+$201M)

11% more funds holding

Funds holding: 6471 (+7)

0.66% less ownership

Funds ownership: 88.9%88.24% (-0.66%)

Holders
71
Holders Change
+7
Holders Change %
+10.94%
% of All Funds
1.26%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
17
Increased
31
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$1.73B +$53.7M +1,029,277 +3%
APCM
2
Alaska Permanent Capital Management
Alaska
$37.6M +$288K +5,524 +0.8%
AWA
3
Alaska Wealth Advisors
Alaska
$23.4M +$3.3M +63,323 +17%
LFA
4
Landmark Financial Advisors
Kentucky
$10.1M +$391K +7,497 +4%
Morgan Stanley
5
Morgan Stanley
New York
$8.95M +$486K +9,309 +6%
CNBT
6
Cornerstone National Bank & Trust
Illinois
$8.59M +$255K +4,894 +3%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$6.49M +$305K +5,847 +5%
NB
8
NBT Bank
New York
$4.94M +$469K +8,990 +11%
UBG
9
United Bank (Georgia)
Georgia
$4.62M +$230K +4,401 +5%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.41M +$141K +2,693 +3%
HFA
11
HC Financial Advisors
California
$3.96M +$1.18M +22,560 +44%
PNC
12
Park National Corp
Ohio
$2.2M +$37.3K +715 +2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$2.19M +$2.13M +40,733 New
DWP
14
Destiny Wealth Partners
Florida
$1.92M +$1.86M +35,627 New
Ameriprise
15
Ameriprise
Minnesota
$1.77M +$1.47M +28,114 +592%
LPL Financial
16
LPL Financial
California
$1.55M +$753K +14,426 +100%
FA
17
Fiducient Advisors
Illinois
$1.52M +$1.47M +28,218 New
Truist Financial
18
Truist Financial
North Carolina
$1.48M -$37.6K -720 -3%
Bank of America
19
Bank of America
North Carolina
$1.47M +$14.7K +281 +1%
BCM
20
Boltwood Capital Management
California
$1.37M +$395K +7,578 +43%
LNB
21
Ledyard National Bank
$1.2M -$131K -2,502 -10%
CPIG
22
Chicago Partners Investment Group
Illinois
$1.05M +$939 +18 +0.1%
WA
23
Wealth Architects
California
$1.01M +$506K +9,697 +107%
LJAC
24
L.J. Altfest & Co
New York
$996K +$967K +18,533 New
CI
25
CX Institutional
Indiana
$896K +$403K +7,717 +86%

NFRA Hedge Fund Activity: Q4 2020 in Review

71 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) for Q4 2020, worth a combined $1.87B — up 12% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NFRA positions and 9 closed out — a net gain of 8 holders — while 31 added to existing stakes and 12 trimmed.

The largest buyer was Northern Trust, adding an estimated $53.7M. The largest seller was Stringer Asset Management, exiting entirely with an estimated $3.57M sold.

  • 71 institutional investors held FlexShares STOXX Global Broad Infrastructure Index Fund (NFRA) as of Q4 2020, up from 64 in Q3 2020.
  • Funds reported $1.87B of FlexShares STOXX Global Broad Infrastructure Index Fund stock for Q4 2020, up 12% quarter-over-quarter.
  • 17 funds opened new FlexShares STOXX Global Broad Infrastructure Index Fund positions in Q4 2020 and 9 closed out, a net change of +8 holders.
  • The largest FlexShares STOXX Global Broad Infrastructure Index Fund buyer in Q4 2020 was Northern Trust, an estimated $53.7M added.
  • The largest FlexShares STOXX Global Broad Infrastructure Index Fund seller in Q4 2020 was Stringer Asset Management, an estimated $3.57M sold.

Based on aggregated 13F filings for Q4 2020.