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FlexShares Global Upstream Natural Resources Index Fund
GUNR

86 hedge funds and large institutions have $4.36B invested in FlexShares Global Upstream Natural Resources Index Fund in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

11% more capital invested

Capital invested by funds: $3.91B → $4.36B (+$444M)

0% more funds holding in top 10

Funds holding in top 10: 9 → 9 (0)

0.08% less ownership

Funds ownership: 94.7% → 94.62% (-0.08%)

9% less funds holding

Funds holding: 94 → 86 (-8)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
86
Holders Change
-8
Holders Change %
-8.51%
% of All Funds
2.14%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.22%
New
10
Increased
31
Reduced
26
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$64.5M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.1M
3
MWP
Moller Wealth Partners
+$13.5M
4
Ameriprise
Ameriprise
Minnesota
+$6.59M
5
AWA
Arete Wealth Advisors
Illinois
+$2.58M

Top Sellers

1
Jane Street
Jane Street
New York
-$6.27M
2
TAT
TD Ameritrade Trust
Colorado
-$6.16M
3
Bank of America
Bank of America
North Carolina
-$4.91M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.88M
5
OMC
Old Mission Capital
Illinois
-$4.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
CL
26
CPWM LLC
Washington
$2.65M – – –
LFG
27
LifePlan Financial Group
Ohio
$2.63M -$27.8K -920 -1%
F
28
Filament
Washington
$2.56M +$178K +5,875 +8%
LPL Financial
29
LPL Financial
California
$2.47M +$243K +8,049 +11%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$2.01M +$766K +25,348 +65%
LNB
31
Ledyard National Bank
$1.89M -$550K -18,191 -23%
CAI
32
Capital Advisors Inc
Oklahoma
$1.84M +$99.3K +3,288 +6%
LS
33
Lattice Strategies
Pennsylvania
$1.63M -$96.7K -3,200 -6%
Jane Street
34
Jane Street
New York
$1.53M -$6.27M -207,425 -81%
UBS Group
35
UBS Group
Switzerland
$960K -$121 -4 -0%
CPIG
36
Chicago Partners Investment Group
Illinois
$828K -$640K -21,183 -44%
YP
37
Yellowstone Partners
Idaho
$745K +$722K +23,912 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$675K +$75.9K +2,512 +13%
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$593K +$156K +5,156 +37%
RFS
40
Rockefeller Financial Services
New York
$514K – – –
FIB
41
First Interstate Bank
Montana
$496K – – –
TFF
42
The Family Firm
Maryland
$467K – – –
US Bancorp
43
US Bancorp
Minnesota
$457K +$372K +12,312 +518%
CA
44
Cetera Advisors
Colorado
$380K -$66.3K -2,194 -15%
EAMA
45
EFG Asset Management (Americas)
Florida
$379K +$69.9K +2,315 +23%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$363K +$105K +3,475 +42%
OC
47
Oppenheimer & Co
New York
$337K -$83.1K -2,750 -20%
WPA
48
Winning Points Advisors
Florida
$330K – – –
SFA
49
Sequoia Financial Advisors
Ohio
$313K -$58.7K -1,944 -16%
AllianceBernstein
50
AllianceBernstein
Tennessee
$296K -$609K -20,150 -68%
1
2
3 4 5

GUNR Hedge Fund Activity: Q3 2017 in Review

86 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2017, worth a combined $4.36B — up 11% from $3.91B a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of GUNR and 10 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 31 added.

The largest buyer was Northern Trust, adding an estimated $64.5M. The largest seller was Jane Street, cutting an estimated $6.27M.

  • 86 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2017, down from 94 in Q2 2017.
  • Funds reported $4.36B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2017, up 11% quarter-over-quarter.
  • 10 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2017 and 16 closed out, a net change of -6 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2017 was Northern Trust, an estimated $64.5M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2017 was Jane Street, an estimated $6.27M sold.

Based on aggregated 13F filings for Q3 2017.