FlexShares Morningstar US Market Factors Tilt Index Fund
TILT
36 hedge funds and large institutions have $901M invested in FlexShares Morningstar US Market Factors Tilt Index Fund in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
16% more funds holding
Funds holding: 31 → 36 (+5)
10% more capital invested
Capital invested by funds: $818M → $901M (+$83M)
0.1% more ownership
Funds ownership: 96.55% → 96.64% (+0.1%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$12.4M |
| 2 |
EA
Efficient Advisors
Mason,
Ohio
|
+$7.65M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.46M |
| 4 |
Jane Street
New York
|
+$3.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.58M |
| 2 |
Bank of New York Mellon
New York
|
-$272K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$131K |
| 4 |
CJA
C-J Advisory
San Jose,
California
|
-$94.7K |
| 5 |
ST
Sentinel Trust
Houston,
Texas
|
-$65.3K |
TILT Hedge Fund Activity: Q4 2016 in Review
36 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) for Q4 2016, worth a combined $901M — up 10% from $818M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new TILT positions and 2 closed out — a net gain of 5 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Northern Trust, adding an estimated $12.4M. The largest seller was Susquehanna International Group, cutting an estimated $1.58M.
- 36 institutional investors held FlexShares Morningstar US Market Factors Tilt Index Fund (TILT) as of Q4 2016, up from 31 in Q3 2016.
- Funds reported $901M of FlexShares Morningstar US Market Factors Tilt Index Fund stock for Q4 2016, up 10% quarter-over-quarter.
- 7 funds opened new FlexShares Morningstar US Market Factors Tilt Index Fund positions in Q4 2016 and 2 closed out, a net change of +5 holders.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund buyer in Q4 2016 was Northern Trust, an estimated $12.4M added.
- The largest FlexShares Morningstar US Market Factors Tilt Index Fund seller in Q4 2016 was Susquehanna International Group, an estimated $1.58M sold.
Based on aggregated 13F filings for Q4 2016.