We are live on ! Find out more
GUNR icon

FlexShares Global Upstream Natural Resources Index Fund
GUNR

73 hedge funds and large institutions have $2.63B invested in FlexShares Global Upstream Natural Resources Index Fund in 2016 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

567% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 3

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

26% more funds holding

Funds holding: 58 → 73 (+15)

24% more capital invested

Capital invested by funds: $2.12B → $2.63B (+$515M)

0.4% more ownership

Funds ownership: 96.5% → 96.9% (+0.4%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
73
Holders Change
+15
Holders Change %
+25.86%
% of All Funds
1.95%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
20
Increased
26
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$366M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$24.4M
3
JMPWA
JP Morgan Private Wealth Advisors
California
+$13.9M
4
BCI
Brinker Capital Investments
Pennsylvania
+$6.78M
5
NB
Nicolet Bankshares
Wisconsin
+$3.14M

Top Sellers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
-$5.18M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.25M
3
Bank of America
Bank of America
North Carolina
-$3.09M
4
Citigroup
Citigroup
New York
-$742K
5
SG Americas Securities
SG Americas Securities
New York
-$472K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
51
Baldwin Wealth Partners
Massachusetts
$59K +$58K +2,139 New
PO
52
Private Ocean
California
$46K +$45.7K +1,686 New
EWM
53
Evercore Wealth Management
New York
$34K – – –
FNBT
54
FineMark National Bank & Trust
Florida
$31K +$30.9K +1,140 New
IA
55
IFP Advisors
Florida
$27K – – –
S
56
SignatureFD
Georgia
$21K – – –
TWA
57
TCI Wealth Advisors
Arizona
$21K – – –
JFA
58
JNBA Financial Advisors
Minnesota
$21K +$20.8K +767 New
SEI Investments
59
SEI Investments
Pennsylvania
$20K +$19.4K +714 New
Daiwa Securities Group
60
Daiwa Securities Group
Japan
$19K +$19K +700 New
JP Morgan Chase
61
JP Morgan Chase
New York
$16K +$15.3K +565 New
AA
62
AlphaMark Advisors
Kentucky
$14K – – –
Creative Planning
63
Creative Planning
Kansas
$12K +$3.39K +125 +42%
IFA
64
Interactive Financial Advisors
Illinois
$7K +$244 +9 +3%
AG
65
Advisor Group
Arizona
$6K – – –
PMFA
66
Plante Moran Financial Advisors
Michigan
$6K +$6.1K +225 New
WTB
67
Washington Trust Bank
Washington
$5K – – –
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$5K +$4.69K +173 New
DBT
69
Dubuque Bank & Trust
Iowa
$4K +$1.6K +59 +58%
LYV
70
Live Your Vision
Pennsylvania
$4K +$4.07K +150 New
PSUF
71
People's United Financial
Connecticut
$3K +$2.6K +96 New
SBL
72
Sargent Bickham Lagudis
Colorado
$1 +$515 +19 New
Susquehanna International Group
73
Susquehanna International Group
Pennsylvania
– -$3.25M -123,401 Closed
BC
74
Bartlett & Co
Ohio
– -$18K -700 Closed
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
– -$5K -189 Closed
1 2
3

GUNR Hedge Fund Activity: Q3 2016 in Review

73 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2016, worth a combined $2.63B — up 24% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new GUNR positions and 3 closed out — a net gain of 17 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Northern Trust, adding an estimated $366M. The largest seller was Valmark Advisers, cutting an estimated $5.18M.

  • 73 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2016, up from 58 in Q2 2016.
  • Funds reported $2.63B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2016, up 24% quarter-over-quarter.
  • 20 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2016 and 3 closed out, a net change of +17 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2016 was Northern Trust, an estimated $366M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2016 was Valmark Advisers, an estimated $5.18M sold.

Based on aggregated 13F filings for Q3 2016.