FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
46 hedge funds and large institutions have $1.23B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 8 reducing their positions, and 6 closing their positions.
125% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 8
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
8% more capital invested
Capital invested by funds: $1.14B → $1.23B (+$89.2M)
2% more funds holding
Funds holding: 45 → 46 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.02% less ownership
Funds ownership: 91.08% → 91.06% (-0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$32.4M |
| 2 |
Jane Street
New York
|
+$3.24M |
| 3 |
CB
CNB Bank
Clearfield,
Pennsylvania
|
+$944K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$646K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$642K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
-$2.76M |
| 2 |
Goldman Sachs
New York
|
-$1.96M |
| 3 |
EA
Efficient Advisors
Mason,
Ohio
|
-$1.2M |
| 4 |
CJA
C-J Advisory
San Jose,
California
|
-$623K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$610K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| – | -$34K | -300 | Closed |
|
TILT Hedge Fund Activity: Q3 2018 in Review
46 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q3 2018, worth a combined $1.23B — up 7.8% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TILT positions and 6 closed out — a net gain of 1 holder — while 18 added to existing stakes and 8 trimmed.
The largest buyer was Northern Trust, adding an estimated $32.4M. The largest seller was WealthTrust Fairport, cutting an estimated $2.76M.
- 46 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q3 2018, up from 45 in Q2 2018.
- Funds reported $1.23B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q3 2018, up 7.8% quarter-over-quarter.
- 7 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q3 2018 and 6 closed out, a net change of +1 holder.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q3 2018 was Northern Trust, an estimated $32.4M added.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q3 2018 was WealthTrust Fairport, an estimated $2.76M sold.
Based on aggregated 13F filings for Q3 2018.