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FlexShares Morningstar US Market Factors Tilt Index Fund
TILT

7 hedge funds and large institutions have $380M invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 1

75% more funds holding

Funds holding: 4 → 7 (+3)

31% more capital invested

Capital invested by funds: $291M → $380M (+$88.9M)

1.48% more ownership

Funds ownership: 90.11% → 91.59% (+1.5%)

Holders
7
Holders Change
+3
Holders Change %
+75%
% of All Funds
0.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
2
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$59.9M
2
Deutsche Bank
Deutsche Bank
Germany
+$4.67M
3
Morgan Stanley
Morgan Stanley
New York
+$253K
4
AIG
American International Group
New York
+$46.4K
5
Bank of America
Bank of America
North Carolina
+$2.18K

Top Sellers

1
FBT
Founders Bank & Trust
Michigan
-$16K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$374M +$59.9M +825,498 +20%
Deutsche Bank
2
Deutsche Bank
Germany
$4.77M +$4.67M +64,422 New
CL
3
CPWM LLC
Washington
$412K – – –
Morgan Stanley
4
Morgan Stanley
New York
$258K +$253K +3,484 New
FBT
5
Founders Bank & Trust
Michigan
$49K -$16K -220 -25%
AIG
6
American International Group
New York
$47.4K +$46.4K +640 New
Bank of America
7
Bank of America
North Carolina
$14K +$2.18K +30 +19%

TILT Hedge Fund Activity: Q3 2013 in Review

7 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q3 2013, worth a combined $380M — up 31% from $291M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new TILT positions and 0 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.

The largest buyer was Northern Trust, adding an estimated $59.9M. The largest seller was Founders Bank & Trust, cutting an estimated $16K.

  • 7 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q3 2013, up from 4 in Q2 2013.
  • Funds reported $380M of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q3 2013, up 31% quarter-over-quarter.
  • 3 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q3 2013 and 0 closed out, a net change of +3 holders.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q3 2013 was Northern Trust, an estimated $59.9M added.
  • The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q3 2013 was Founders Bank & Trust, an estimated $16K sold.

Based on aggregated 13F filings for Q3 2013.