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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

20 hedge funds and large institutions have $290M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 4

1% more capital invested

Capital invested by funds: $288M → $290M (+$2.21M)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3.45% less ownership

Funds ownership: 94.86%91.41% (-3.5%)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$266M +$12.1M +259,451 +5%
EA
2
Efficient Advisors
Ohio
$8.34M +$1.41M +30,159 +20%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.22M +$415K +8,878 +8%
AssetMark Inc
4
AssetMark Inc
California
$3.08M +$237K +5,067 +8%
Jane Street
5
Jane Street
New York
$2.5M -$117K -2,491 -4%
OMC
6
Old Mission Capital
Illinois
$2.19M +$2.23M +47,580 New
CJA
7
C-J Advisory
California
$708K +$5.15K +110 +0.7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$454K +$104K +2,215 +29%
TFF
9
The Family Firm
Maryland
$248K
Morgan Stanley
10
Morgan Stanley
New York
$245K -$3.56K -76 -1%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$234K +$2.53K +54 +1%
RJA
12
Raymond James & Associates
Florida
$207K +$211K +4,500 New
AG
13
Advisor Group
Arizona
$119K +$4.68K +100 +4%
Bank of America
14
Bank of America
North Carolina
$115K +$18.7K +400 +19%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$65K
Wells Fargo
16
Wells Fargo
California
$63K -$97.1K -2,076 -60%
ZB
17
Zions Bancorporation
Utah
$14K +$14.5K +310 New
UBS Group
18
UBS Group
Switzerland
$7K -$49.3K -1,054 -87%
MFS
19
MSI Financial Services
Massachusetts
$6K
ZCA
20
Zeke Capital Advisors
Pennsylvania
-$730K -15,100 Closed
William Blair & Company
21
William Blair & Company
Illinois
-$241K -5,000 Closed
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
-$93K -1,931 Closed

TLTE Hedge Fund Activity: Q4 2016 in Review

20 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) for Q4 2016, worth a combined $290M — up 0.77% from $288M a quarter earlier.

Fund positioning in TLTE was balanced in Q4 2016: 3 funds opened new positions, 3 closed out, 9 added to existing stakes and 4 trimmed.

The largest buyer was Northern Trust, adding an estimated $12.1M. The largest seller was Zeke Capital Advisors, exiting entirely with an estimated $730K sold.

  • 20 institutional investors held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) as of Q4 2016, unchanged from Q3 2016.
  • Funds reported $290M of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock for Q4 2016, up 0.77% quarter-over-quarter.
  • 3 funds opened new FlexShares Morningstar Emerging Markets Factor Tilt Index Fund positions in Q4 2016 and 3 closed out, a net change of 0 holders.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund buyer in Q4 2016 was Northern Trust, an estimated $12.1M added.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund seller in Q4 2016 was Zeke Capital Advisors, an estimated $730K sold.

Based on aggregated 13F filings for Q4 2016.