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FlexShares Global Upstream Natural Resources Index Fund
GUNR

58 hedge funds and large institutions have $2.12B invested in FlexShares Global Upstream Natural Resources Index Fund in 2016 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

34% more capital invested

Capital invested by funds: $1.58B → $2.12B (+$540M)

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

7% more funds holding

Funds holding: 54 → 58 (+4)

0.84% more ownership

Funds ownership: 95.66% → 96.5% (+0.84%)

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
16
Increased
19
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$273M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$99.1M
3
QI
QS Investors
New York
+$24.2M
4
MWP
Moller Wealth Partners
+$4.27M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.15M

Top Sellers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
-$7.2M
2
OMC
Old Mission Capital
Illinois
-$5.67M
3
Bank of America
Bank of America
North Carolina
-$3.37M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.31M
5
UBS Group
UBS Group
Switzerland
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
26
Ledyard National Bank
$826K +$288K +11,263 +56%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$580K +$360K +14,083 +177%
UB
28
UMB Bank
Missouri
$567K +$550K +21,535 New
UBS Group
29
UBS Group
Switzerland
$550K -$1.83M -71,519 -77%
CWM
30
Concert Wealth Management
California
$481K +$139K +5,459 +43%
RFS
31
Rockefeller Financial Services
New York
$435K – – –
FIB
32
First Interstate Bank
Montana
$420K +$407K +15,936 New
WS
33
Wedbush Securities
California
$380K +$368K +14,422 New
LPL Financial
34
LPL Financial
California
$374K -$524K -20,505 -59%
FBNAT
35
FirstMerit Bank N.A. Trustee
Ohio
$341K -$1.99K -78 -0.6%
TFF
36
The Family Firm
Maryland
$256K – – –
SC
37
Scotia Capital
Ontario, Canada
$228K – – –
Mariner
38
Mariner
Kansas
$208K +$201K +7,878 New
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$143K -$172K -6,740 -55%
LTFS
40
Ladenburg Thalmann Financial Services
Florida
$131K +$89.9K +3,520 +240%
MFBTD
41
MB Financial Bank - Trust Department
Illinois
$93K – – –
US Bancorp
42
US Bancorp
Minnesota
$76K +$29.2K +1,142 +65%
CPIG
43
Chicago Partners Investment Group
Illinois
$71K – – –
EWM
44
Evercore Wealth Management
New York
$32K +$31.4K +1,228 New
IA
45
IFP Advisors
Florida
$26K +$25.3K +990 New
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$22K – – –
TWA
47
TCI Wealth Advisors
Arizona
$20K – – –
S
48
SignatureFD
Georgia
$20K +$19.6K +767 New
BC
49
Bartlett & Co
Ohio
$18K +$17.9K +700 New
BCI
50
Brinker Capital Investments
Pennsylvania
$17K -$3.27K -128 -17%
1
2
3

GUNR Hedge Fund Activity: Q2 2016 in Review

58 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2016, worth a combined $2.12B — up 34% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new GUNR positions and 12 closed out — a net gain of 4 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Northern Trust, adding an estimated $273M. The largest seller was Valmark Advisers, cutting an estimated $7.2M.

  • 58 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2016, up from 54 in Q1 2016.
  • Funds reported $2.12B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2016, up 34% quarter-over-quarter.
  • 16 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2016 and 12 closed out, a net change of +4 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2016 was Northern Trust, an estimated $273M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2016 was Valmark Advisers, an estimated $7.2M sold.

Based on aggregated 13F filings for Q2 2016.