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FlexShares Global Upstream Natural Resources Index Fund
GUNR

128 hedge funds and large institutions have $5.44B invested in FlexShares Global Upstream Natural Resources Index Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

76% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 29

11% more funds holding

Funds holding: 115 → 128 (+13)

8% more capital invested

Capital invested by funds: $5.04B → $5.44B (+$405M)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

0.2% more ownership

Funds ownership: 94.45% → 94.65% (+0.2%)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
2.93%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.39%
New
21
Increased
51
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$123M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.3M
3
CAI
Capital Advisors Inc
Oklahoma
+$12.4M
4
MFM
MD Financial Management
Ontario, Canada
+$8.34M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$7.12M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.74M
2
VA
Valmark Advisers
Ohio
-$2.73M
3
COI
Connable Office Inc
Michigan
-$1.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$897K
5
WT
Whittier Trust
California
-$579K
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Simmons Bank
Arkansas
$7.01M -$148K -4,340 -2%
Wells Fargo
27
Wells Fargo
California
$6.98M +$263K +7,692 +4%
HBT
28
Hills Bank & Trust
Iowa
$6.5M +$273K +8,003 +4%
Bank of America
29
Bank of America
North Carolina
$6.04M +$850K +24,897 +16%
PFA
30
Pathway Financial Advisors
Vermont
$5.69M +$609K +17,843 +12%
CIM
31
Cambria Investment Management
California
$5.5M +$587K +17,181 +12%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$5.29M -$2.74M -80,143 -34%
Ameriprise
33
Ameriprise
Minnesota
$5.02M +$16.7K +488 +0.3%
SRSA
34
S.R. Schill & Associates
Washington
$4.22M -$71.4K -2,092 -2%
AWA
35
Arete Wealth Advisors
Illinois
$3.97M +$141K +4,121 +4%
F
36
Filament
Washington
$3.69M +$584K +17,106 +19%
Jane Street
37
Jane Street
New York
$3.48M +$3.29M +96,241 +1,459%
PNC
38
Park National Corp
Ohio
$3.12M -$176K -5,140 -5%
LFG
39
LifePlan Financial Group
Ohio
$2.84M +$52.4K +1,534 +2%
LNB
40
Ledyard National Bank
$2.14M +$34.5K +1,011 +2%
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
$2.06M -$85.1K -2,493 -4%
CWM
42
Cedar Wealth Management
California
$1.94M +$9.15K +268 +0.5%
GWM
43
Geneos Wealth Management
Colorado
$1.89M +$1.88M +54,965 New
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$1.8M +$738K +21,616 +68%
LS
45
Lattice Strategies
Pennsylvania
$1.77M -$5.98K -175 -0.3%
KWM
46
Kingsview Wealth Management
Oregon
$1.42M +$1.43M +41,908 New
FF
47
Fluent Financial
Texas
$1.37M +$1.38M +40,447 New
UBS Group
48
UBS Group
Switzerland
$1.36M -$84.2K -2,467 -6%
Creative Planning
49
Creative Planning
Kansas
$1.24M +$963K +28,200 +332%
AFM
50
Andesa Financial Management
Pennsylvania
$1.19M -$246K -7,192 -17%
1
2
3 4 5

GUNR Hedge Fund Activity: Q2 2018 in Review

128 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2018, worth a combined $5.44B — up 8% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GUNR positions and 8 closed out — a net gain of 13 holders — while 51 added to existing stakes and 29 trimmed.

The largest buyer was Northern Trust, adding an estimated $123M. The largest seller was Royal Bank of Canada, cutting an estimated $2.74M.

  • 128 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2018, up from 115 in Q1 2018.
  • Funds reported $5.44B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2018, up 8% quarter-over-quarter.
  • 21 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2018 and 8 closed out, a net change of +13 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2018 was Northern Trust, an estimated $123M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2018.