We are live on ! Find out more
GUNR icon

FlexShares Global Upstream Natural Resources Index Fund

131 hedge funds and large institutions have $5.49B invested in FlexShares Global Upstream Natural Resources Index Fund in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

2% more funds holding

Funds holding: 128131 (+3)

1% more capital invested

Capital invested by funds: $5.44B → $5.49B (+$49.9M)

0.25% more ownership

Funds ownership: 94.65%94.9% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 1717 (0)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
2.99%
Holding in Top 10
17
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.39%
New
21
Increased
41
Reduced
43
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HBT
26
Hills Bank & Trust
Iowa
$6.64M +$154K +4,615 +2%
Wells Fargo
27
Wells Fargo
California
$6.38M -$578K -17,359 -8%
Bank of America
28
Bank of America
North Carolina
$5.87M -$156K -4,681 -3%
LPL Financial
29
LPL Financial
California
$5.84M -$1.86M -55,844 -24%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$5.53M +$248K +7,430 +5%
CIM
31
Cambria Investment Management
California
$5.43M -$63.6K -1,909 -1%
PFA
32
Pathway Financial Advisors
Vermont
$4.92M -$211K -6,344 -4%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$4.55M +$4.48M +134,339 New
SRSA
34
S.R. Schill & Associates
Washington
$4.13M -$80.1K -2,404 -2%
AWA
35
Arete Wealth Advisors
Illinois
$4.09M +$131K +3,926 +3%
F
36
Filament
Washington
$3.68M -$5.93K -178 -0.2%
LFG
37
LifePlan Financial Group
Ohio
$2.83M -$6.36K -191 -0.2%
PNC
38
Park National Corp
Ohio
$2.75M -$361K -10,847 -12%
LGWM
39
Litman Gregory Wealth Management
California
$2.23M +$2.09M +62,619 +1,923%
LNB
40
Ledyard National Bank
$2.07M -$65.9K -1,978 -3%
GWM
41
Geneos Wealth Management
Colorado
$2.07M +$209K +6,262 +11%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$2.03M -$25.1K -752 -1%
CWM
43
Cedar Wealth Management
California
$1.94M +$5.8K +174 +0.3%
LS
44
Lattice Strategies
Pennsylvania
$1.77M +$6.66K +200 +0.4%
UBS Group
45
UBS Group
Switzerland
$1.65M +$286K +8,597 +21%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$1.58M -$217K -6,527 -12%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.48M -$6.72M -201,677 -82%
KWM
48
Kingsview Wealth Management
Oregon
$1.45M +$30.8K +925 +2%
FF
49
Fluent Financial
Texas
$1.35M -$22.8K -685 -2%
DAS
50
Dynamic Advisor Solutions
Arizona
$1.22M +$87.8K +2,635 +8%

GUNR Hedge Fund Activity: Q3 2018 in Review

131 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2018, worth a combined $5.49B — up 0.92% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GUNR positions and 16 closed out — a net gain of 5 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $45.2M. The largest seller was Fidelity Investments, cutting an estimated $23.5M.

  • 131 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2018, up from 128 in Q2 2018.
  • Funds reported $5.49B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2018, up 0.92% quarter-over-quarter.
  • 21 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2018 and 16 closed out, a net change of +5 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2018 was Perella Weinberg Partners Capital Management, an estimated $45.2M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2018 was Fidelity Investments, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2018.