FlexShares Global Upstream Natural Resources Index Fund
GUNR
50 hedge funds and large institutions have $2.38B invested in FlexShares Global Upstream Natural Resources Index Fund in 2015 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 10 reducing their positions, and 10 closing their positions.
120% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 10
1% more capital invested
Capital invested by funds: $2.36B → $2.38B (+$23M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.52% less ownership
Funds ownership: 96.78% → 96.27% (-0.52%)
11% less funds holding
Funds holding: 56 → 50 (-6)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
+$29.3M |
| 2 |
QI
QS Investors
New York
|
+$2.71M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
+$1.7M |
| 4 |
COI
Connable Office Inc
Kalamazoo,
Michigan
|
+$1.38M |
| 5 |
Goldman Sachs
New York
|
+$796K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$2.64M |
| 2 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
-$2.27M |
| 3 |
JP Morgan Chase
New York
|
-$818K |
| 4 |
SF
Synovus Financial
Columbus,
Georgia
|
-$662K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$627K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
JP Morgan Chase
New York
| – | -$818K | -27,415 | Closed |
|
|
SF
52
Synovus Financial
Columbus,
Georgia
| – | -$662K | -22,200 | Closed |
|
|
OMC
53
Old Mission Capital
Chicago,
Illinois
| – | -$627K | -21,003 | Closed |
|
|
CBT
54
Central Bank & Trust
Lexington,
Kentucky
| – | -$312K | -10,455 | Closed |
|
55
Millennium Management
New York
| – | -$239K | -8,018 | Closed |
|
|
JMPWA
56
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$203K | -6,811 | Closed |
|
|
EAMA
57
EFG Asset Management (Americas)
Miami,
Florida
| – | -$28K | -949 | Closed |
|
|
PSI
58
Pinnacle Summer Investments
Fairfax,
Virginia
| – | -$21K | -692 | Closed |
|
|
DBT
59
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$6K | -200 | Closed |
|
GUNR Hedge Fund Activity: Q2 2015 in Review
50 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2015, worth a combined $2.38B — up 0.98% from $2.36B a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of GUNR and 5 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 22 added.
The largest buyer was Northern Trust, adding an estimated $29.3M. The largest seller was TD Ameritrade Trust, cutting an estimated $2.64M.
- 50 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2015, down from 56 in Q1 2015.
- Funds reported $2.38B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2015, up 0.98% quarter-over-quarter.
- 5 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2015 and 10 closed out, a net change of -5 holders.
- The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2015 was Northern Trust, an estimated $29.3M added.
- The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2015 was TD Ameritrade Trust, an estimated $2.64M sold.
Based on aggregated 13F filings for Q2 2015.