FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
49 hedge funds and large institutions have $1.32B invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
7% more funds holding
Funds holding: 46 → 49 (+3)
2% less capital invested
Capital invested by funds: $1.34B → $1.32B (-$22.7M)
2.32% less ownership
Funds ownership: 94.96% → 92.64% (-2.3%)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
Top Sellers
| 1 |
Northern Trust
Chicago,
Illinois
|
-$42.8M |
| 2 |
CB
CNB Bank
Clearfield,
Pennsylvania
|
-$15.5M |
| 3 |
EBT
Enterprise Bank & Trust
Lowell,
Massachusetts
|
-$9.7M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.73M |
| 5 |
LNB
Ledyard National Bank
|
-$1.59M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$110K | -966 | Closed |
|
52
Wells Fargo
San Francisco,
California
| – | -$2.54K | -22 | Closed |
|
53
Fidelity Investments
Boston,
Massachusetts
| – | +$115 | +1 | New |
|
TILT Hedge Fund Activity: Q2 2019 in Review
49 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q2 2019, worth a combined $1.32B — down 1.7% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new TILT positions and 5 closed out — a net gain of 3 holders — while 13 added to existing stakes and 16 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $3.46M. The largest seller was Northern Trust, cutting an estimated $42.8M.
- 49 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q2 2019, up from 46 in Q1 2019.
- Funds reported $1.32B of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q2 2019, down 1.7% quarter-over-quarter.
- 8 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q2 2019 and 5 closed out, a net change of +3 holders.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q2 2019 was Citadel Advisors, an estimated $3.46M added.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q2 2019 was Northern Trust, an estimated $42.8M sold.
Based on aggregated 13F filings for Q2 2019.