FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
35 hedge funds and large institutions have $976M invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2017 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 7 reducing their positions, and 5 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 7
8% more capital invested
Capital invested by funds: $901M → $976M (+$75.5M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
1.32% less ownership
Funds ownership: 96.64% → 95.32% (-1.3%)
3% less funds holding
Funds holding: 36 → 35 (-1)
Top Buyers
Top Sellers
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.33M |
| 2 |
Jane Street
New York
|
-$3.26M |
| 3 |
Morgan Stanley
New York
|
-$2.23M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$972K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$463K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Bank of Montreal
Toronto,
Ontario, Canada
| $201K | – | – | – |
|
27
Bessemer Group
Woodbridge,
New Jersey
| $190K | – | – | – |
|
28
US Bancorp
Minneapolis,
Minnesota
| $158K | -$39.7K | -400 | -20% |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $146K | +$145K | +1,459 | New |
|
30
SG Americas Securities
New York
| $100K | +$99.2K | +1,000 | New |
|
31
Wells Fargo
San Francisco,
California
| $98K | – | – | – |
|
|
ZB
32
Zions Bancorporation
Salt Lake City,
Utah
| $60K | – | – | – |
|
|
GWM
33
Geneos Wealth Management
Englewood,
Colorado
| $18K | – | – | – |
|
|
TRCT
34
Tower Research Capital (TRC)
New York
| $10K | +$9.93K | +100 | New |
|
|
35
Jane Street
New York
| – | -$3.26M | -33,885 | Closed |
|
|
36
AllianceBernstein
Nashville,
Tennessee
| – | -$463K | -4,815 | Closed |
|
|
VKH
37
Virtu KCG Holdings
New York
| – | -$342K | -3,559 | Closed |
|
|
PMFA
38
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$48K | -500 | Closed |
|
|
MBT
39
Montecito Bank & Trust
Santa Barbara,
California
| – | -$29K | -300 | Closed |
|
TILT Hedge Fund Activity: Q1 2017 in Review
35 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q1 2017, worth a combined $976M — up 8.4% from $901M a quarter earlier.
Fund positioning in TILT was balanced in Q1 2017: 5 funds opened new positions, 5 closed out, 14 added to existing stakes and 7 trimmed.
The largest buyer was Northern Trust, adding an estimated $20.8M. The largest seller was Citadel Advisors, cutting an estimated $3.33M.
- 35 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q1 2017, down from 36 in Q4 2016.
- Funds reported $976M of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q1 2017, up 8.4% quarter-over-quarter.
- 5 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q1 2017 and 5 closed out, a net change of 0 holders.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q1 2017 was Northern Trust, an estimated $20.8M added.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q1 2017 was Citadel Advisors, an estimated $3.33M sold.
Based on aggregated 13F filings for Q1 2017.