FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
27 hedge funds and large institutions have $680M invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2016 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
13% more funds holding
Funds holding: 24 → 27 (+3)
2% more capital invested
Capital invested by funds: $666M → $680M (+$14.6M)
0.14% less ownership
Funds ownership: 91.37% → 91.23% (-0.14%)
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$2.95M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$1.89M |
| 3 |
Jane Street
New York
|
-$212K |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$158K |
| 5 |
LPL Financial
San Diego,
California
|
-$138K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TRCT
26
Tower Research Capital (TRC)
New York
| $3K | +$2.7K | +34 | New |
|
|
27
Jane Street
New York
| – | -$212K | -2,528 | Closed |
|
|
BCM
28
Beck Capital Management
Austin,
Texas
| – | -$105K | -1,250 | Closed |
|
29
Citigroup
New York
| – | -$10K | -117 | Closed |
|
TILT Hedge Fund Activity: Q1 2016 in Review
27 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q1 2016, worth a combined $680M — up 2.2% from $666M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new TILT positions and 3 closed out — a net gain of 3 holders — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Ameriprise, adding an estimated $4.61M. The largest seller was Morgan Stanley, cutting an estimated $2.95M.
- 27 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q1 2016, up from 24 in Q4 2015.
- Funds reported $680M of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q1 2016, up 2.2% quarter-over-quarter.
- 6 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q1 2016 and 3 closed out, a net change of +3 holders.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q1 2016 was Ameriprise, an estimated $4.61M added.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q1 2016 was Morgan Stanley, an estimated $2.95M sold.
Based on aggregated 13F filings for Q1 2016.