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FlexShares Global Upstream Natural Resources Index Fund
GUNR

50 hedge funds and large institutions have $3.03B invested in FlexShares Global Upstream Natural Resources Index Fund in 2014 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 3

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

32% more funds holding

Funds holding: 38 → 50 (+12)

9% more capital invested

Capital invested by funds: $2.78B → $3.03B (+$245M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.13% less ownership

Funds ownership: 97.09% → 96.96% (-0.13%)

Holders
50
Holders Change
+12
Holders Change %
+31.58%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
15
Increased
17
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$45M
2
Deutsche Bank
Deutsche Bank
Germany
+$4.4M
3
VA
Valmark Advisers
Ohio
+$2.83M
4
Bank of America
Bank of America
North Carolina
+$2.29M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
Comerica Bank
Comerica Bank
Texas
-$648K
2
JP Morgan Chase
JP Morgan Chase
New York
-$619K
3
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
-$492K
4
Wells Fargo
Wells Fargo
California
-$350K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$284K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
26
Sequoia Financial Advisors
Ohio
$368K +$35K +969 +11%
MBT
27
Montecito Bank & Trust
California
$357K – – –
HighTower Advisors
28
HighTower Advisors
Illinois
$355K +$343K +9,500 New
Wells Fargo
29
Wells Fargo
California
$286K -$350K -9,712 -56%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$265K +$255K +7,076 New
Creative Planning
31
Creative Planning
Kansas
$254K +$245K +6,800 New
Bank of New York Mellon
32
Bank of New York Mellon
New York
$250K -$234K -6,489 -49%
EAM
33
Evanson Asset Management
California
$242K – – –
U
34
UBS
Switzerland
$164K +$135K +3,744 +589%
Fifth Third Bancorp
35
Fifth Third Bancorp
Ohio
$127K +$115K +3,200 +1,693%
MFBTD
36
MB Financial Bank - Trust Department
Illinois
$69K +$66.7K +1,850 New
WTB
37
Washington Trust Bank
Washington
$67K – – –
AA
38
Apriem Advisors
California
$67K +$64.9K +1,800 New
JWA
39
JFS Wealth Advisors
Pennsylvania
$49K +$46.9K +1,300 New
EAMA
40
EFG Asset Management (Americas)
Florida
$45K +$18.1K +501 +70%
WT
41
Whittier Trust
California
$40K – – –
SIA
42
SeaBridge Investment Advisors
New Jersey
$34K +$32.5K +900 New
PSI
43
Pinnacle Summer Investments
Virginia
$26K – – –
GT
44
Glenmede Trust
Pennsylvania
$23K +$22.4K +622 New
AIG
45
American International Group
New York
$21.6K +$20.8K +578 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$19K – – –
NES
47
New England Securities
New York
$19K +$17.9K +495 New
IFA
48
Interactive Financial Advisors
Illinois
$12K -$3.07K -85 -21%
NFG
49
Next Financial Group
Texas
$10K +$9.92K +275 New
DBT
50
Dubuque Bank & Trust
Iowa
$7K -$9.09K -252 -56%
1
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GUNR Hedge Fund Activity: Q2 2014 in Review

50 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2014, worth a combined $3.03B — up 8.8% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new GUNR positions and 3 closed out — a net gain of 12 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Northern Trust, adding an estimated $45M. The largest seller was Comerica Bank, cutting an estimated $648K.

  • 50 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2014, up from 38 in Q1 2014.
  • Funds reported $3.03B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2014, up 8.8% quarter-over-quarter.
  • 15 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2014 and 3 closed out, a net change of +12 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2014 was Northern Trust, an estimated $45M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2014 was Comerica Bank, an estimated $648K sold.

Based on aggregated 13F filings for Q2 2014.