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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

20 hedge funds and large institutions have $288M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

18% more funds holding

Funds holding: 1720 (+3)

11% more capital invested

Capital invested by funds: $259M → $288M (+$28.5M)

0.45% more ownership

Funds ownership: 94.42%94.86% (+0.45%)

Holders
20
Holders Change
+3
Holders Change %
+17.65%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change

TLTE Hedge Fund Activity: Q3 2016 in Review

20 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) for Q3 2016, worth a combined $288M — up 11% from $259M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new TLTE positions and 1 closed out — a net gain of 3 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Efficient Advisors, adding an estimated $3.2M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.15M sold.

  • 20 institutional investors held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) as of Q3 2016, up from 17 in Q2 2016.
  • Funds reported $288M of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock for Q3 2016, up 11% quarter-over-quarter.
  • 4 funds opened new FlexShares Morningstar Emerging Markets Factor Tilt Index Fund positions in Q3 2016 and 1 closed out, a net change of +3 holders.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund buyer in Q3 2016 was Efficient Advisors, an estimated $3.2M added.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund seller in Q3 2016 was Citadel Advisors, an estimated $3.15M sold.

Based on aggregated 13F filings for Q3 2016.