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FlexShares Global Upstream Natural Resources Index Fund

139 hedge funds and large institutions have $2.68B invested in FlexShares Global Upstream Natural Resources Index Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.08% less ownership

Funds ownership: 92.98%88.89% (-4.1%)

15% less funds holding

Funds holding: 163139 (-24)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

48% less capital invested

Capital invested by funds: $5.13B → $2.68B (-$2.45B)

51% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 39

61% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 71

Holders
139
Holders Change
-24
Holders Change %
-14.72%
% of All Funds
3.06%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.22%
New
19
Increased
28
Reduced
71
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NAS
26
Nicolet Advisory Services
Wisconsin
$3.81M +$3.93M +135,763 +408%
V
27
VeraBank
Texas
$3.61M -$131K -4,515 -3%
FTI
28
Fiduciary Trust International
Massachusetts
$3.54M -$503K -17,401 -10%
ETS
29
ESL Trust Services
New York
$3.5M -$1.45K -50 -0%
GC
30
Garde Capital
Washington
$3.49M +$1.3M +44,856 +41%
AFG
31
Arkansas Financial Group
Arkansas
$3.41M +$1.91M +65,861 +77%
SW
32
SVB Wealth
Massachusetts
$3.14M +$4.03M +139,353 New
SRSA
33
S.R. Schill & Associates
Washington
$2.88M +$27.1K +937 +0.7%
GWM
34
Geneos Wealth Management
Colorado
$2.51M +$71.3K +2,465 +2%
Bank of America
35
Bank of America
North Carolina
$2.13M -$2.82M -97,585 -51%
LGWM
36
Litman Gregory Wealth Management
California
$2.1M -$11.7K -405 -0.4%
CNBT
37
Cornerstone National Bank & Trust
Illinois
$2.03M -$2.89M -99,936 -53%
UBS Group
38
UBS Group
Switzerland
$1.82M -$479K -16,570 -17%
LFG
39
LifePlan Financial Group
Ohio
$1.74M -$3.41K -118 -0.2%
CM
40
Columbus Macro
Pennsylvania
$1.67M -$8.91M -308,006 -81%
NB
41
Nicolet Bankshares
Wisconsin
$1.63M -$1.68M -58,227 -45%
PNC
42
Park National Corp
Ohio
$1.58M +$304K +10,503 +18%
DAS
43
Dynamic Advisor Solutions
Arizona
$1.45M +$186K +6,435 +11%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.32M -$906K -31,320 -35%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$1.28M +$1.65M +56,926 New
SB
46
Simmons Bank
Arkansas
$1.22M -$1.53M -53,014 -49%
F
47
Filament
Washington
$1.22M -$920K -31,816 -37%
NGA
48
Naples Global Advisors
Florida
$1.08M -$318K -11,000 -19%
IA
49
IndexIQ Advisors
New York
$1.06M -$2.51M -86,685 -65%
MML Investors Services
50
MML Investors Services
Massachusetts
$1.04M -$498K -17,213 -27%

GUNR Hedge Fund Activity: Q1 2020 in Review

139 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2020, worth a combined $2.68B — down 48% from $5.13B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of GUNR and 19 opened new positions — a net loss of 20 holders — while 71 trimmed existing stakes and 28 added.

The largest buyer was Susquehanna International Group, adding an estimated $14.9M. The largest seller was Northern Trust, cutting an estimated $448M.

  • 139 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2020, down from 163 in Q4 2019.
  • Funds reported $2.68B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2020, down 48% quarter-over-quarter.
  • 19 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2020 and 39 closed out, a net change of -20 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $14.9M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2020 was Northern Trust, an estimated $448M sold.

Based on aggregated 13F filings for Q1 2020.