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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

14 hedge funds and large institutions have $169M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2015 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

2.19% less ownership

Funds ownership: 93.32%91.13% (-2.2%)

13% less funds holding

Funds holding: 1614 (-2)

19% less capital invested

Capital invested by funds: $208M → $169M (-$39.8M)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 2

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$160M -$3.08M -67,943 -2%
Jane Street
2
Jane Street
New York
$2.66M -$2.44M -53,865 -46%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.79M +$553K +12,204 +40%
Morgan Stanley
4
Morgan Stanley
New York
$1.78M +$77.8K +1,718 +4%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.52M +$498K +11,002 +44%
AssetMark Inc
6
AssetMark Inc
California
$483K +$84.2K +1,859 +19%
Stifel Financial
7
Stifel Financial
Missouri
$294K
Wells Fargo
8
Wells Fargo
California
$193K +$90.6K +2,000 +77%
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$135K +$95K +2,096 +185%
AIG
10
American International Group
New York
$90K +$6.03K +133 +7%
Bank of America
11
Bank of America
North Carolina
$25K -$15.5K -343 -36%
UBS Group
12
UBS Group
Switzerland
$23K +$21.5K +475 +742%
Citadel Advisors
13
Citadel Advisors
Florida
-$231K -4,554 Closed
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
-$31.7K -700 -99%
UFA
15
US Financial Advisors
Massachusetts
-$16K -306 Closed

TLTE Hedge Fund Activity: Q3 2015 in Review

14 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) for Q3 2015, worth a combined $169M — down 19% from $208M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of TLTE and 0 opened new positions — a net loss of 2 holders — while 4 trimmed existing stakes and 8 added.

The largest buyer was Susquehanna International Group, adding an estimated $553K. The largest seller was Northern Trust, cutting an estimated $3.08M.

  • 14 institutional investors held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) as of Q3 2015, down from 16 in Q2 2015.
  • Funds reported $169M of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock for Q3 2015, down 19% quarter-over-quarter.
  • 0 funds opened new FlexShares Morningstar Emerging Markets Factor Tilt Index Fund positions in Q3 2015 and 2 closed out, a net change of -2 holders.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund buyer in Q3 2015 was Susquehanna International Group, an estimated $553K added.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund seller in Q3 2015 was Northern Trust, an estimated $3.08M sold.

Based on aggregated 13F filings for Q3 2015.