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FlexShares Global Upstream Natural Resources Index Fund

163 hedge funds and large institutions have $5.13B invested in FlexShares Global Upstream Natural Resources Index Fund in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

11% more funds holding

Funds holding: 147163 (+16)

0% less capital invested

Capital invested by funds: $5.14B → $5.13B (-$1.12M)

1.4% less ownership

Funds ownership: 94.38%92.98% (-1.4%)

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

Holders
163
Holders Change
+16
Holders Change %
+10.88%
% of All Funds
3.21%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
32
Increased
49
Reduced
56
Closed
14
Calls
$227K
Puts
Net Calls
+$227K
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$6.45M +$1.05M +33,066 +21%
CNBT
27
Cornerstone National Bank & Trust
Illinois
$6.38M +$6.06M +190,240 New
FTI
28
Fiduciary Trust International
Massachusetts
$5.85M -$50.2K -1,577 -0.9%
V
29
VeraBank
Texas
$5.53M +$110K +3,446 +2%
ETS
30
ESL Trust Services
New York
$5.26M +$5M +156,920 New
CAI
31
Capital Advisors Inc
Oklahoma
$5.17M -$3.93M -123,456 -44%
IA
32
IndexIQ Advisors
New York
$4.49M -$690K -21,665 -14%
Jane Street
33
Jane Street
New York
$4.44M -$31.7K -995 -0.7%
NB
34
Nicolet Bankshares
Wisconsin
$4.38M -$1.51M -47,557 -27%
SRSA
35
S.R. Schill & Associates
Washington
$4.26M -$61K -1,916 -1%
Citadel Advisors
36
Citadel Advisors
Florida
$3.92M +$3.72M +116,828 New
GWM
37
Geneos Wealth Management
Colorado
$3.72M +$483K +15,185 +16%
GC
38
Garde Capital
Washington
$3.68M +$119K +3,727 +4%
SB
39
Simmons Bank
Arkansas
$3.6M -$958K -30,090 -22%
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$3.48M +$69.9K +2,194 +2%
UBS Group
41
UBS Group
Switzerland
$3.27M +$57.6K +1,809 +2%
Wells Fargo
42
Wells Fargo
California
$3.25M +$79.5K +2,497 +3%
LGWM
43
Litman Gregory Wealth Management
California
$3.14M +$47.7K +1,497 +2%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$3.01M +$1.09M +34,227 +62%
F
45
Filament
Washington
$2.88M -$129K -4,042 -4%
AFG
46
Arkansas Financial Group
Arkansas
$2.87M +$1.63M +51,062 +148%
LFG
47
LifePlan Financial Group
Ohio
$2.59M -$76.1K -2,389 -3%
BEC
48
Blue Edge Capital
Virginia
$2.52M +$106K +3,330 +5%
MML Investors Services
49
MML Investors Services
Massachusetts
$2.13M -$545K -17,106 -21%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$2.12M +$83K +2,606 +4%

GUNR Hedge Fund Activity: Q4 2019 in Review

163 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2019, worth a combined $5.13B — down 0.02% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GUNR positions and 14 closed out — a net gain of 18 holders — while 49 added to existing stakes and 56 trimmed.

The largest buyer was Meritage Portfolio Management, opening a new position worth an estimated $10.4M. The largest seller was Northern Trust, cutting an estimated $395M.

  • 163 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2019, up from 147 in Q3 2019.
  • Funds reported $5.13B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2019, down 0.02% quarter-over-quarter.
  • 32 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2019 and 14 closed out, a net change of +18 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2019 was Meritage Portfolio Management, an estimated $10.4M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2019 was Northern Trust, an estimated $395M sold.

Based on aggregated 13F filings for Q4 2019.