FlexShares Quality Dividend Index Fund
QDF
86 hedge funds and large institutions have $1.3B invested in FlexShares Quality Dividend Index Fund in 2018 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 17 closing their positions.
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
0.85% more ownership
Funds ownership: 82.27% → 83.13% (+0.85%)
7% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 27
7% less funds holding
Funds holding: 92 → 86 (-6)
16% less capital invested
Capital invested by funds: $1.54B → $1.3B (-$239M)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$23.6M |
| 2 |
LNB
Ledyard National Bank
|
+$17.5M |
| 3 |
KeyBank National Association
Cleveland,
Ohio
|
+$5.88M |
| 4 |
BIM
Bridges Investment Management
Omaha,
Nebraska
|
+$4.13M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$21.2M |
| 2 |
AWA
Alaska Wealth Advisors
Anchorage,
Alaska
|
-$11.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.14M |
| 4 |
APCM
Alaska Permanent Capital Management
Anchorage,
Alaska
|
-$6.07M |
| 5 |
Morgan Stanley
New York
|
-$3.58M |
QDF Hedge Fund Activity: Q4 2018 in Review
86 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in FlexShares Quality Dividend Index Fund (QDF) for Q4 2018, worth a combined $1.3B — down 16% from $1.54B a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of QDF and 11 opened new positions — a net loss of 6 holders — while 27 trimmed existing stakes and 25 added.
The largest buyer was TIAA FSB, adding an estimated $23.6M. The largest seller was Northern Trust, cutting an estimated $21.2M.
- 86 institutional investors held FlexShares Quality Dividend Index Fund (QDF) as of Q4 2018, down from 92 in Q3 2018.
- Funds reported $1.3B of FlexShares Quality Dividend Index Fund stock for Q4 2018, down 16% quarter-over-quarter.
- 11 funds opened new FlexShares Quality Dividend Index Fund positions in Q4 2018 and 17 closed out, a net change of -6 holders.
- The largest FlexShares Quality Dividend Index Fund buyer in Q4 2018 was TIAA FSB, an estimated $23.6M added.
- The largest FlexShares Quality Dividend Index Fund seller in Q4 2018 was Northern Trust, an estimated $21.2M sold.
Based on aggregated 13F filings for Q4 2018.