FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
46 hedge funds and large institutions have $1.34B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 9 closing their positions.
17% more capital invested
Capital invested by funds: $1.15B → $1.34B (+$193M)
1.36% more ownership
Funds ownership: 93.6% → 94.96% (+1.4%)
2% less funds holding
Funds holding: 47 → 46 (-1)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
12% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 17
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| 1 |
Northern Trust
Chicago,
Illinois
|
+$40M |
| 2 |
CB
CNB Bank
Clearfield,
Pennsylvania
|
+$6.69M |
| 3 |
Jane Street
New York
|
+$2.79M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.32M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.19M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| – | -$149K | -1,493 | Closed |
|
|
WF
52
WealthTrust Fairport
Cleveland,
Ohio
| – | -$72K | -719 | Closed |
|
53
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$27K | -266 | Closed |
|
TILT Hedge Fund Activity: Q1 2019 in Review
46 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q1 2019, worth a combined $1.34B — up 17% from $1.15B a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of TILT and 8 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 15 added.
The largest buyer was Northern Trust, adding an estimated $40M. The largest seller was Capstone Financial Advisors, cutting an estimated $18.9M.
- 46 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q1 2019, down from 47 in Q4 2018.
- Funds reported $1.34B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q1 2019, up 17% quarter-over-quarter.
- 8 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q1 2019 and 9 closed out, a net change of -1 holder.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q1 2019 was Northern Trust, an estimated $40M added.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q1 2019 was Capstone Financial Advisors, an estimated $18.9M sold.
Based on aggregated 13F filings for Q1 2019.