FlexShares Global Upstream Natural Resources Index Fund
GUNR
58 hedge funds and large institutions have $2.89B invested in FlexShares Global Upstream Natural Resources Index Fund in 2014 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
82% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 11
16% more funds holding
Funds holding: 50 → 58 (+8)
0.29% more ownership
Funds ownership: 96.96% → 97.25% (+0.29%)
5% less capital invested
Capital invested by funds: $3.03B → $2.89B (-$141M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$99.1M |
| 2 |
VA
Valmark Advisers
Akron,
Ohio
|
+$6.97M |
| 3 |
QI
QS Investors
New York
|
+$3.67M |
| 4 |
LNB
Ledyard National Bank
|
+$3.07M |
| 5 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
+$2.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LFG
LifePlan Financial Group
Dayton,
Ohio
|
-$5.47M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$3.2M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.9M |
| 4 |
Jane Street
New York
|
-$1.58M |
| 5 |
Comerica Bank
Dallas,
Texas
|
-$809K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIG
51
American International Group
New York
| $24.7K | +$5.16K | +140 | +24% |
|
|
PSI
52
Pinnacle Summer Investments
Fairfax,
Virginia
| $24K | – | – | – |
|
|
GT
53
Glenmede Trust
Philadelphia,
Pennsylvania
| $21K | – | – | – |
|
54
Royal Bank of Canada
Toronto,
Ontario, Canada
| $17K | – | – | – |
|
|
CTC
55
Central Trust Company
Jefferson City,
Missouri
| $12K | +$12.9K | +350 | New |
|
|
WTC
56
WhitTier Trust Company
Reno,
Nevada
| $9K | +$9.44K | +256 | New |
|
|
NFG
57
Next Financial Group
Houston,
Texas
| $7K | -$2.77K | -75 | -27% |
|
|
DBT
58
Dubuque Bank & Trust
Dubuque,
Iowa
| $7K | – | – | – |
|
|
59
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.9M | -50,788 | Closed |
|
|
60
Jane Street
New York
| – | -$1.58M | -42,196 | Closed |
|
61
Luther King Capital Management (LKCM)
Fort Worth,
Texas
| – | -$520K | -13,900 | Closed |
|
|
GA
62
Geneva Advisors
Chicago,
Illinois
| – | -$381K | -10,200 | Closed |
|
|
SIA
63
SeaBridge Investment Advisors
Summit,
New Jersey
| – | -$34K | -900 | Closed |
|
|
NES
64
New England Securities
New York
| – | -$19K | -495 | Closed |
|
GUNR Hedge Fund Activity: Q3 2014 in Review
58 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2014, worth a combined $2.89B — down 4.7% from $3.03B a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new GUNR positions and 6 closed out — a net gain of 8 holders — while 20 added to existing stakes and 11 trimmed.
The largest buyer was Northern Trust, adding an estimated $99.1M. The largest seller was LifePlan Financial Group, cutting an estimated $5.47M.
- 58 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2014, up from 50 in Q2 2014.
- Funds reported $2.89B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2014, down 4.7% quarter-over-quarter.
- 14 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2014 and 6 closed out, a net change of +8 holders.
- The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2014 was Northern Trust, an estimated $99.1M added.
- The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2014 was LifePlan Financial Group, an estimated $5.47M sold.
Based on aggregated 13F filings for Q3 2014.