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FlexShares Morningstar Emerging Markets Factor Tilt Index Fund

38 hedge funds and large institutions have $417M invested in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.6% more ownership

Funds ownership: 88%89.6% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less funds holding

Funds holding: 3938 (-1)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

16% less capital invested

Capital invested by funds: $497M → $417M (-$80.1M)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
12
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$350M -$44.9M -921,936 -11%
3AM
2
3D Asset Management
Connecticut
$17M +$842K +17,267 +5%
CB
3
CNB Bank
Pennsylvania
$10.7M -$959K -19,673 -8%
Citadel Advisors
4
Citadel Advisors
Florida
$6.16M +$5.9M +120,996 +1,660%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.94M +$1.24M +25,519 +26%
EA
6
Efficient Advisors
Ohio
$5.31M -$615K -12,621 -10%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.18M -$5.59M -114,726 -57%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$4.12M +$2.86M +58,736 +217%
Morgan Stanley
9
Morgan Stanley
New York
$2.92M +$39K +800 +1%
Jane Street
10
Jane Street
New York
$1.73M -$112K -2,296 -6%
LNB
11
Ledyard National Bank
$1.61M -$706K -14,480 -30%
BIM
12
Bridges Investment Management
Nebraska
$1.54M +$1.56M +32,100 New
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$1.2M -$62.1K -1,274 -5%
CJA
14
C-J Advisory
California
$709K +$50.7K +1,040 +8%
PNC
15
Park National Corp
Ohio
$528K -$27.6K -566 -5%
Verition Fund Management
16
Verition Fund Management
Connecticut
$394K -$73.7K -1,512 -16%
EWM
17
Elmwood Wealth Management
California
$341K -$10.8K -222 -3%
LPL Financial
18
LPL Financial
California
$303K -$3.85K -79 -1%
RJA
19
Raymond James & Associates
Florida
$279K -$68.3K -1,401 -19%
IA
20
IFP Advisors
Florida
$238K +$7.85K +161 +3%
SPC
21
Sigma Planning Corp
Michigan
$224K -$18.4K -378 -8%
Wells Fargo
22
Wells Fargo
California
$187K +$52.5K +1,076 +38%
CFGS
23
Concourse Financial Group Securities
Alabama
$177K +$87.6K +1,798 +94%
Bank of America
24
Bank of America
North Carolina
$174K +$1.46K +30 +0.8%
AWM
25
AllSquare Wealth Management
New York
$165K -$2.44K -50 -1%

TLTE Hedge Fund Activity: Q4 2018 in Review

38 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) for Q4 2018, worth a combined $417M — down 16% from $497M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of TLTE and 6 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 12 added.

The largest buyer was Citadel Advisors, adding an estimated $5.9M. The largest seller was Northern Trust, cutting an estimated $44.9M.

  • 38 institutional investors held FlexShares Morningstar Emerging Markets Factor Tilt Index Fund (TLTE) as of Q4 2018, down from 39 in Q3 2018.
  • Funds reported $417M of FlexShares Morningstar Emerging Markets Factor Tilt Index Fund stock for Q4 2018, down 16% quarter-over-quarter.
  • 6 funds opened new FlexShares Morningstar Emerging Markets Factor Tilt Index Fund positions in Q4 2018 and 7 closed out, a net change of -1 holder.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund buyer in Q4 2018 was Citadel Advisors, an estimated $5.9M added.
  • The largest FlexShares Morningstar Emerging Markets Factor Tilt Index Fund seller in Q4 2018 was Northern Trust, an estimated $44.9M sold.

Based on aggregated 13F filings for Q4 2018.