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FlexShares Global Upstream Natural Resources Index Fund
GUNR

33 hedge funds and large institutions have $2.62B invested in FlexShares Global Upstream Natural Resources Index Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

10% more funds holding

Funds holding: 30 → 33 (+3)

3% more capital invested

Capital invested by funds: $2.54B → $2.62B (+$72.5M)

0.01% less ownership

Funds ownership: 97.38% → 97.37% (-0.01%)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
15
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
Valmark Advisers
Ohio
+$35.3M
2
LFG
LifePlan Financial Group
Ohio
+$6.4M
3
Jane Street
Jane Street
New York
+$4.91M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$2.93M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.63M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$20M
2
NA
Nottingham Advisors
New York
-$4.9M
3
CFS
Community Financial System
New York
-$2.33M
4
Wells Fargo
Wells Fargo
California
-$2.23M
5
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
26
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$42K +$42K +1,225 New
WT
27
Whittier Trust
California
$37K – – –
EAMA
28
EFG Asset Management (Americas)
Florida
$22.9K +$22.8K +666 New
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$20K +$2.54K +74 +15%
DBT
30
Dubuque Bank & Trust
Iowa
$16K – – –
IFA
31
Interactive Financial Advisors
Illinois
$13K +$103 +3 +0.8%
CFS
32
Community Financial System
New York
$10K -$2.33M -67,960 -100%
SSB
33
Sandy Spring Bank
Maryland
$3K +$2.74K +80 New
NA
34
Nottingham Advisors
New York
– -$4.9M -145,320 Closed
CRC
35
Curi RMB Capital
Illinois
– -$455K -13,500 Closed
Nomura Holdings
36
Nomura Holdings
Japan
– -$337K -10,000 Closed
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
– -$334K -9,900 Closed
BIM
38
BlackRock Investment Management
Delaware
– -$74K -2,200 Closed
ECM
39
Exchange Capital Management
Michigan
– -$10K -302 Closed
1
2

GUNR Hedge Fund Activity: Q4 2013 in Review

33 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2013, worth a combined $2.62B — up 2.8% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GUNR positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Valmark Advisers, adding an estimated $35.3M. The largest seller was Northern Trust, cutting an estimated $20M.

  • 33 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2013, up from 30 in Q3 2013.
  • Funds reported $2.62B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2013, up 2.8% quarter-over-quarter.
  • 9 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2013 and 6 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2013 was Valmark Advisers, an estimated $35.3M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2013 was Northern Trust, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2013.