FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
9 hedge funds and large institutions have $17.3M invested in FlexShares Credit-Scored US Corporate Bond Index Fund in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
1.38% more ownership
Funds ownership: 84.76% → 86.14% (+1.4%)
0% more funds holding
Funds holding: 9 → 9 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
5% less capital invested
Capital invested by funds: $18.1M → $17.3M (-$891K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$28.1M |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
+$153K |
| 3 |
CFGS
Concourse Financial Group Securities
Birmingham,
Alabama
|
+$64.2K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$40.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$2.87K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.62M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$347K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$310K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Northern Trust
Chicago,
Illinois
| $12.3M | +$28.1M | +577,484 | +63% |
|
|
IA
2
IFP Advisors
Tampa,
Florida
| $2.68M | -$347K | -7,140 | -12% |
|
|
3
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.26M | -$111K | -2,275 | -8% |
|
|
LTFS
4
Ladenburg Thalmann Financial Services
Miami,
Florida
| $455K | +$40.1K | +824 | +10% |
|
|
WSTAM
5
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
| $268K | +$2.24K | +46 | +0.8% |
|
|
GRP
6
Global Retirement Partners
San Rafael,
California
| $153K | +$153K | +3,140 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $85K | +$2.87K | +59 | +4% |
|
|
CFGS
8
Concourse Financial Group Securities
Birmingham,
Alabama
| $64K | +$64.2K | +1,320 | New |
|
|
NR
9
Newfound Research
Wellesley Hills,
Massachusetts
| $1K | – | – | – |
|
|
10
Jane Street
New York
| – | -$1.62M | -33,041 | Closed |
|
|
11
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$310K | -6,336 | Closed |
|
SKOR Hedge Fund Activity: Q4 2018 in Review
9 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) for Q4 2018, worth a combined $17.3M — down 4.9% from $18.1M a quarter earlier.
Fund positioning in SKOR was balanced in Q4 2018: 2 funds opened new positions, 2 closed out, 4 added to existing stakes and 2 trimmed.
The largest buyer was Northern Trust, adding an estimated $28.1M. The largest seller was Jane Street, exiting entirely with an estimated $1.62M sold.
- 9 institutional investors held FlexShares Credit-Scored US Corporate Bond Index Fund (SKOR) as of Q4 2018, unchanged from Q3 2018.
- Funds reported $17.3M of FlexShares Credit-Scored US Corporate Bond Index Fund stock for Q4 2018, down 4.9% quarter-over-quarter.
- 2 funds opened new FlexShares Credit-Scored US Corporate Bond Index Fund positions in Q4 2018 and 2 closed out, a net change of 0 holders.
- The largest FlexShares Credit-Scored US Corporate Bond Index Fund buyer in Q4 2018 was Northern Trust, an estimated $28.1M added.
- The largest FlexShares Credit-Scored US Corporate Bond Index Fund seller in Q4 2018 was Jane Street, an estimated $1.62M sold.
Based on aggregated 13F filings for Q4 2018.