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FlexShares Global Upstream Natural Resources Index Fund
GUNR

58 hedge funds and large institutions have $2.89B invested in FlexShares Global Upstream Natural Resources Index Fund in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

82% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 11

16% more funds holding

Funds holding: 50 → 58 (+8)

0.29% more ownership

Funds ownership: 96.96% → 97.25% (+0.29%)

5% less capital invested

Capital invested by funds: $3.03B → $2.89B (-$141M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
58
Holders Change
+8
Holders Change %
+16%
% of All Funds
1.68%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
14
Increased
20
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$99.1M
2
VA
Valmark Advisers
Ohio
+$6.97M
3
QI
QS Investors
New York
+$3.67M
4
LNB
Ledyard National Bank
+$3.07M
5
FTI
Fiduciary Trust International
Massachusetts
+$2.34M

Top Sellers

Rank Fund Capital Flow
1
LFG
LifePlan Financial Group
Ohio
-$5.47M
2
Deutsche Bank
Deutsche Bank
Germany
-$3.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.9M
4
Jane Street
Jane Street
New York
-$1.58M
5
Comerica Bank
Comerica Bank
Texas
-$809K
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
26
Comerica Securities
Michigan
$481K +$516K +13,977 New
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$469K -$176K -4,772 -26%
PNC
28
Park National Corp
Ohio
$409K – – –
SFA
29
Sequoia Financial Advisors
Ohio
$355K +$17.9K +484 +5%
MBT
30
Montecito Bank & Trust
California
$328K – – –
HighTower Advisors
31
HighTower Advisors
Illinois
$327K – – –
UCFA
32
United Capital Financial Advisors
Texas
$307K -$187K -5,071 -36%
EAM
33
Evanson Asset Management
California
$246K +$25.3K +685 +11%
U
34
UBS
Switzerland
$217K +$70.6K +1,913 +44%
Creative Planning
35
Creative Planning
Kansas
$188K -$48.9K -1,327 -20%
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$154K +$40.6K +1,100 +32%
MFBTD
37
MB Financial Bank - Trust Department
Illinois
$133K +$68.2K +1,850 +100%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$126K -$125K -3,401 -48%
AA
39
Apriem Advisors
California
$124K +$66.6K +1,805 +100%
FHA
40
First Horizon Advisors
Tennessee
$72K +$77.2K +2,093 New
MPWT
41
MassMutual Private Wealth & Trust
Connecticut
$69.1K +$74.1K +2,009 New
WTB
42
Washington Trust Bank
Washington
$62K – – –
PTC
43
Private Trust Company
Ohio
$56K +$60.3K +1,635 New
SCA
44
Strategic Capital Alternatives
United States
$53K +$56.6K +1,535 New
IFA
45
Interactive Financial Advisors
Illinois
$47K +$39.2K +1,063 +340%
JWA
46
JFS Wealth Advisors
Pennsylvania
$45K – – –
EAMA
47
EFG Asset Management (Americas)
Florida
$44K +$2.06K +56 +5%
BCI
48
Brinker Capital Investments
Pennsylvania
$40K +$43K +1,166 New
WT
49
Whittier Trust
California
$37K – – –
FNBT
50
FineMark National Bank & Trust
Florida
$28K +$29.9K +810 New
1
2
3

GUNR Hedge Fund Activity: Q3 2014 in Review

58 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2014, worth a combined $2.89B — down 4.7% from $3.03B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new GUNR positions and 6 closed out — a net gain of 8 holders — while 20 added to existing stakes and 11 trimmed.

The largest buyer was Northern Trust, adding an estimated $99.1M. The largest seller was LifePlan Financial Group, cutting an estimated $5.47M.

  • 58 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2014, up from 50 in Q2 2014.
  • Funds reported $2.89B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2014, down 4.7% quarter-over-quarter.
  • 14 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2014 and 6 closed out, a net change of +8 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2014 was Northern Trust, an estimated $99.1M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2014 was LifePlan Financial Group, an estimated $5.47M sold.

Based on aggregated 13F filings for Q3 2014.