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FlexShares Global Upstream Natural Resources Index Fund
GUNR

99 hedge funds and large institutions have $4.91B invested in FlexShares Global Upstream Natural Resources Index Fund in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

15% more funds holding

Funds holding: 86 → 99 (+13)

13% more capital invested

Capital invested by funds: $4.36B → $4.91B (+$548M)

0.48% more ownership

Funds ownership: 94.62% → 95.1% (+0.48%)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
2.25%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.34%
New
27
Increased
26
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$121M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.1M
3
UB
UMB Bank
Missouri
+$4.34M
4
HBT
Hills Bank & Trust
Iowa
+$4.31M
5
CAI
Capital Advisors Inc
Oklahoma
+$4.11M

Top Sellers

1
QI
QS Investors
New York
-$97.3M
2
MWP
Moller Wealth Partners
-$13.2M
3
TAT
TD Ameritrade Trust
Colorado
-$7.06M
4
Bank of America
Bank of America
North Carolina
-$5.44M
5
CWM
Cedar Wealth Management
California
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
UB
26
UMB Bank
Missouri
$4.53M +$4.34M +136,088 New
HBT
27
Hills Bank & Trust
Iowa
$4.5M +$4.31M +135,155 New
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$4.33M +$3.86M +121,155 +1,360%
SRSA
29
S.R. Schill & Associates
Washington
$4.29M -$44.9K -1,408 -1%
PFA
30
Pathway Financial Advisors
Vermont
$4.16M +$3.98M +124,842 New
AWA
31
Arete Wealth Advisors
Illinois
$3.35M +$483K +15,159 +18%
Bank of America
32
Bank of America
North Carolina
$3.28M -$5.44M -170,707 -63%
LPL Financial
33
LPL Financial
California
$3.17M +$507K +15,908 +20%
PNC
34
Park National Corp
Ohio
$3.15M -$20.2K -634 -0.7%
F
35
Filament
Washington
$2.9M +$165K +5,160 +6%
CL
36
CPWM LLC
Washington
$2.83M – – –
LFG
37
LifePlan Financial Group
Ohio
$2.63M – – –
CWM
38
Cedar Wealth Management
California
$2.13M -$3.06M -95,830 -60%
UBS Group
39
UBS Group
Switzerland
$2.02M +$956K +29,977 +97%
LNB
40
Ledyard National Bank
$1.93M -$82.4K -2,585 -4%
LS
41
Lattice Strategies
Pennsylvania
$1.73M -$10.5K -330 -0.6%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.61M +$1.17M +36,740 +315%
AFM
43
Andesa Financial Management
Pennsylvania
$1.38M +$1.33M +41,668 New
Citadel Advisors
44
Citadel Advisors
Florida
$1.38M +$1.32M +41,421 New
YP
45
Yellowstone Partners
Idaho
$926K +$125K +3,917 +16%
CPIG
46
Chicago Partners Investment Group
Illinois
$885K – – –
RJA
47
Raymond James & Associates
Florida
$832K +$797K +24,990 New
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$720K -$1.5K -47 -0.2%
WT
49
Whittier Trust
California
$677K +$541K +16,952 +499%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$621K -$13.6K -425 -2%
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GUNR Hedge Fund Activity: Q4 2017 in Review

99 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2017, worth a combined $4.91B — up 13% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GUNR positions and 14 closed out — a net gain of 13 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Northern Trust, adding an estimated $121M. The largest seller was QS Investors, exiting entirely with an estimated $97.3M sold.

  • 99 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2017, up from 86 in Q3 2017.
  • Funds reported $4.91B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2017, up 13% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2017 and 14 closed out, a net change of +13 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2017 was Northern Trust, an estimated $121M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2017 was QS Investors, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2017.