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FlexShares Global Upstream Natural Resources Index Fund
GUNR

142 hedge funds and large institutions have $3.11B invested in FlexShares Global Upstream Natural Resources Index Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

14% more capital invested

Capital invested by funds: $2.71B → $3.11B (+$392M)

11% more funds holding

Funds holding: 128 → 142 (+14)

0.17% less ownership

Funds ownership: 89.19% → 89.03% (-0.17%)

9% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 46

Holders
142
Holders Change
+14
Holders Change %
+10.94%
% of All Funds
2.51%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
29
Increased
42
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$22.9M
2
Morgan Stanley
Morgan Stanley
New York
+$9.52M
3
IA
IndexIQ Advisors
New York
+$8.5M
4
BCI
Brinker Capital Investments
Pennsylvania
+$6.02M
5
Wells Fargo
Wells Fargo
California
+$4.97M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.88M
3
RJA
Raymond James & Associates
Florida
-$7.85M
4
VA
Valmark Advisers
Ohio
-$7.65M
5
EWA
EP Wealth Advisors
California
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$5.52M +$4.97M +165,126 +3,688%
V
27
VeraBank
Texas
$5.5M +$324K +10,749 +7%
FA
28
FDx Advisors
Illinois
$5.46M -$290K -9,638 -5%
LPL Financial
29
LPL Financial
California
$5.14M +$458K +15,212 +11%
BPA
30
Beacon Pointe Advisors
California
$4.86M +$3.16M +104,812 +234%
Franklin Resources
31
Franklin Resources
California
$4.71M -$20.4K -676 -0.5%
SRSA
32
S.R. Schill & Associates
Washington
$4.4M +$50.9K +1,689 +1%
AFG
33
Arkansas Financial Group
Arkansas
$4M -$469K -15,579 -11%
AWA
34
Aaron Wealth Advisors
Illinois
$3.36M +$3.11M +103,284 New
CNBT
35
Cornerstone National Bank & Trust
Illinois
$2.98M +$195K +6,480 +8%
LGWM
36
Litman Gregory Wealth Management
California
$2.68M +$1.23K +41 +0%
Bank of America
37
Bank of America
North Carolina
$2.67M +$461K +15,312 +23%
OFG
38
Omega Financial Group
California
$2.32M +$2.15M +71,316 New
MCWS
39
McKinley Carter Wealth Services
West Virginia
$2.25M +$2.08M +68,987 New
GWM
40
Geneos Wealth Management
Colorado
$2.16M -$1.74M -57,689 -49%
FNB
41
Farmers National Bank
Kentucky
$2.14M +$1.98M +65,659 New
RMC
42
Regis Management Company
California
$1.94M -$18.1K -600 -1%
NAS
43
Nicolet Advisory Services
Wisconsin
$1.84M -$71.3K -2,369 -4%
LNWTC
44
Laird Norton Wetherby Trust Company
Washington
$1.81M +$1.68M +55,677 New
BCM
45
Boltwood Capital Management
California
$1.78M +$363K +12,060 +28%
Citadel Advisors
46
Citadel Advisors
Florida
$1.71M +$1.58M +52,458 New
FA
47
Fiducient Advisors
Illinois
$1.63M +$1.5M +49,961 New
FFA
48
First Foundation Advisors
California
$1.61M +$1.49M +49,540 New
PNC
49
Park National Corp
Ohio
$1.58M -$12.4K -413 -0.8%
UBS Group
50
UBS Group
Switzerland
$1.3M -$299K -9,932 -20%
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GUNR Hedge Fund Activity: Q4 2020 in Review

142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2020, worth a combined $3.11B — up 14% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GUNR positions and 11 closed out — a net gain of 18 holders — while 42 added to existing stakes and 46 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $22.9M. The largest seller was Northern Trust, cutting an estimated $108M.

  • 142 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2020, up from 128 in Q3 2020.
  • Funds reported $3.11B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2020, up 14% quarter-over-quarter.
  • 29 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2020 and 11 closed out, a net change of +18 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2020 was 3EDGE Asset Management, an estimated $22.9M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2020 was Northern Trust, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2020.