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FlexShares Global Upstream Natural Resources Index Fund
GUNR

147 hedge funds and large institutions have $5.14B invested in FlexShares Global Upstream Natural Resources Index Fund in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1% more funds holding

Funds holding: 145 → 147 (+2)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

0.9% less ownership

Funds ownership: 95.28% → 94.38% (-0.9%)

5% less capital invested

Capital invested by funds: $5.41B → $5.14B (-$277M)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
3.22%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
24
Increased
42
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
+$59.7M
2
MFM
MD Financial Management
Ontario, Canada
+$25.9M
3
Northern Trust
Northern Trust
Illinois
+$7.44M
4
FA
FDx Advisors
Illinois
+$7.09M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.61M

Top Sellers

Rank Fund Capital Flow
1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$44M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
4
UBS Group
UBS Group
Switzerland
-$7.03M
5
NB
Nicolet Bankshares
Wisconsin
-$5.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
FTI
26
Fiduciary Trust International
Massachusetts
$5.49M +$60.5K +1,910 +1%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$5.21M +$178K +5,604 +3%
V
28
VeraBank
Texas
$5.03M -$77.5K -2,447 -1%
Bank of America
29
Bank of America
North Carolina
$4.96M +$287K +9,050 +6%
IA
30
IndexIQ Advisors
New York
$4.85M -$760 -24 -0%
FAAS
31
First Allied Advisory Services
California
$4.84M +$4.93M +155,586 New
SB
32
Simmons Bank
Arkansas
$4.28M -$3.99M -125,916 -48%
Jane Street
33
Jane Street
New York
$4.16M -$2.99M -94,267 -41%
SRSA
34
S.R. Schill & Associates
Washington
$4.02M +$1.76M +55,584 +76%
GC
35
Garde Capital
Washington
$3.31M +$147K +4,651 +5%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$3.17M -$106K -3,345 -3%
GWM
37
Geneos Wealth Management
Colorado
$3M +$20.6K +651 +0.7%
UBS Group
38
UBS Group
Switzerland
$2.98M -$7.03M -221,882 -70%
Wells Fargo
39
Wells Fargo
California
$2.94M +$297K +9,367 +11%
LGWM
40
Litman Gregory Wealth Management
California
$2.87M +$165K +5,196 +6%
F
41
Filament
Washington
$2.8M -$32 -1 -0%
NGA
42
Naples Global Advisors
Florida
$2.62M -$253K -8,000 -9%
PNC
43
Park National Corp
Ohio
$2.61M +$4.02K +127 +0.2%
FF
44
Fluent Financial
Texas
$2.53M -$197K -6,214 -7%
MML Investors Services
45
MML Investors Services
Massachusetts
$2.51M -$1.17M -36,914 -31%
LFG
46
LifePlan Financial Group
Ohio
$2.48M -$101K -3,194 -4%
BEC
47
Blue Edge Capital
Virginia
$2.23M -$8.87K -280 -0.4%
CB
48
CNB Bank
Pennsylvania
$2.21M -$2.01M -63,406 -47%
WB
49
WesBanco Bank
West Virginia
$2.2M -$1.87M -58,994 -46%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.89M -$11.7K -369 -0.6%
1
2
3 4 5

GUNR Hedge Fund Activity: Q3 2019 in Review

147 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2019, worth a combined $5.14B — down 5.1% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new GUNR positions and 21 closed out — a net gain of 3 holders — while 42 added to existing stakes and 52 trimmed.

The largest buyer was Valmark Advisers, adding an estimated $59.7M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $44M.

  • 147 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2019, up from 145 in Q2 2019.
  • Funds reported $5.14B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2019, down 5.1% quarter-over-quarter.
  • 24 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2019 and 21 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2019 was Valmark Advisers, an estimated $59.7M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2019 was Perella Weinberg Partners Capital Management, an estimated $44M sold.

Based on aggregated 13F filings for Q3 2019.