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FlexShares Global Upstream Natural Resources Index Fund
GUNR

73 hedge funds and large institutions have $2.63B invested in FlexShares Global Upstream Natural Resources Index Fund in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

26% more funds holding

Funds holding: 58 → 73 (+15)

24% more capital invested

Capital invested by funds: $2.12B → $2.63B (+$515M)

0.4% more ownership

Funds ownership: 96.5% → 96.9% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
73
Holders Change
+15
Holders Change %
+25.86%
% of All Funds
1.95%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
20
Increased
26
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$366M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.4M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$13.9M
4
BCI
Brinker Capital Investments
Pennsylvania
+$6.78M
5
NB
Nicolet Bankshares
Wisconsin
+$3.14M

Top Sellers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
-$5.18M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.25M
3
Bank of America
Bank of America
North Carolina
-$3.09M
4
Citigroup
Citigroup
New York
-$742K
5
SG Americas Securities
SG Americas Securities
New York
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWPCM
26
Perella Weinberg Partners Capital Management
New York
$1.15M – – –
LNB
27
Ledyard National Bank
$1.11M +$247K +9,110 +29%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.01M +$403K +14,850 +67%
CWM
29
Concert Wealth Management
California
$776K +$275K +10,138 +56%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$755K +$596K +21,965 +404%
SG Americas Securities
31
SG Americas Securities
New York
$752K -$472K -17,389 -39%
WP
32
WealthSource Partners
California
$624K +$615K +22,680 New
UB
33
UMB Bank
Missouri
$593K – – –
UBS Group
34
UBS Group
Switzerland
$508K -$65.5K -2,416 -12%
RFS
35
Rockefeller Financial Services
New York
$454K – – –
LPL Financial
36
LPL Financial
California
$450K +$67.2K +2,478 +18%
FIB
37
First Interstate Bank
Montana
$439K – – –
Ameriprise
38
Ameriprise
Minnesota
$429K +$422K +15,567 New
WS
39
Wedbush Securities
California
$397K – – –
HNB
40
Huntington National Bank
Ohio
$356K +$351K +12,937 New
Citigroup
41
Citigroup
New York
$275K -$742K -27,368 -73%
TFF
42
The Family Firm
Maryland
$267K – – –
Mariner
43
Mariner
Kansas
$252K +$35.3K +1,302 +17%
SC
44
Scotia Capital
Ontario, Canada
$246K +$8.25K +304 +4%
EAMA
45
EFG Asset Management (Americas)
Florida
$227K +$224K +8,252 New
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$135K -$2.5K -92 -2%
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$108K +$84.1K +3,099 +368%
MFBTD
48
MB Financial Bank - Trust Department
Illinois
$98K – – –
US Bancorp
49
US Bancorp
Minnesota
$81K +$1.03K +38 +1%
CPIG
50
Chicago Partners Investment Group
Illinois
$74K – – –
1
2
3

GUNR Hedge Fund Activity: Q3 2016 in Review

73 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2016, worth a combined $2.63B — up 24% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GUNR positions and 3 closed out — a net gain of 17 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Northern Trust, adding an estimated $366M. The largest seller was Valmark Advisers, cutting an estimated $5.18M.

  • 73 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2016, up from 58 in Q2 2016.
  • Funds reported $2.63B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2016, up 24% quarter-over-quarter.
  • 20 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2016 and 3 closed out, a net change of +17 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2016 was Northern Trust, an estimated $366M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2016 was Valmark Advisers, an estimated $5.18M sold.

Based on aggregated 13F filings for Q3 2016.