FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
9 hedge funds and large institutions have $5.91M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.
85.58% more ownership
Funds ownership: 0% → 85.58% (+86%)
52% more capital invested
Capital invested by funds: $3.9M → $5.91M (+$2.01M)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$3.99M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.09M |
| 3 |
Jane Street
New York
|
+$548K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$352K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$25.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Bartlett & Co
Cincinnati,
Ohio
|
-$259K |
| 2 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
-$244K |
| 3 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$241K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$58.9K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$10K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MFS
1
MSI Financial Services
Springfield,
Massachusetts
| $1.36M | -$241K | -4,748 | -15% |
|
|
2
Northern Trust
Chicago,
Illinois
| $1.17M | +$3.99M | +78,596 | +18% |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.15M | +$352K | +6,936 | +43% |
|
|
4
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.08M | +$1.09M | +21,544 | New |
|
|
5
Jane Street
New York
| $539K | +$548K | +10,786 | New |
|
|
LNC
6
Lincoln National Corp
Radnor,
Pennsylvania
| $333K | +$3.5K | +69 | +1% |
|
|
WSTAM
7
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $207K | -$244K | -4,813 | -54% |
|
|
8
Bank of America
Charlotte,
North Carolina
| $42K | -$58.9K | -1,160 | -58% |
|
|
IA
9
IFP Advisors
Tampa,
Florida
| $25K | +$25.2K | +497 | New |
|
|
BC
10
Bartlett & Co
Cincinnati,
Ohio
| – | -$259K | -5,000 | Closed |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$10K | -201 | Closed |
|
12
UBS Group
Zurich,
Switzerland
| – | -$3K | -52 | Closed |
|
SKOR Hedge Fund Activity: Q4 2016 in Review
9 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) for Q4 2016, worth a combined $5.91M — up 52% from $3.9M a quarter earlier.
Fund positioning in SKOR was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 3 trimmed.
The largest buyer was Northern Trust, adding an estimated $3.99M. The largest seller was Bartlett & Co, exiting entirely with an estimated $259K sold.
- 9 institutional investors held FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) as of Q4 2016, unchanged from Q3 2016.
- Funds reported $5.91M of FlexShares Credit-Scored US Corporate Bond Index Fund stock for Q4 2016, up 52% quarter-over-quarter.
- 3 funds opened new FlexShares Credit-Scored US Corporate Bond Index Fund positions in Q4 2016 and 3 closed out, a net change of 0 holders.
- The largest FlexShares Credit-Scored US Corporate Bond Index Fund buyer in Q4 2016 was Northern Trust, an estimated $3.99M added.
- The largest FlexShares Credit-Scored US Corporate Bond Index Fund seller in Q4 2016 was Bartlett & Co, an estimated $259K sold.
Based on aggregated 13F filings for Q4 2016.