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FlexShares Global Upstream Natural Resources Index Fund
GUNR

92 hedge funds and large institutions have $3.42B invested in FlexShares Global Upstream Natural Resources Index Fund in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

30% more capital invested

Capital invested by funds: $2.63B → $3.42B (+$786M)

26% more funds holding

Funds holding: 73 → 92 (+19)

0.05% more ownership

Funds ownership: 96.9% → 96.95% (+0.05%)

Holders
92
Holders Change
+19
Holders Change %
+26.03%
% of All Funds
2.3%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
29
Increased
30
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$534M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$87.3M
3
BCI
Brinker Capital Investments
Pennsylvania
+$11.1M
4
PWPCM
Perella Weinberg Partners Capital Management
New York
+$7.04M
5
CAI
Capital Advisors Inc
Oklahoma
+$5.55M

Top Sellers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
-$8.83M
2
QI
QS Investors
New York
-$1.74M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$1.24M
4
CWM
Cedar Wealth Management
California
-$1.22M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
51
The Family Firm
Maryland
$329K +$50.1K +1,790 +18%
Mariner
52
Mariner
Kansas
$319K +$54.3K +1,940 +21%
WPA
53
Winning Points Advisors
Florida
$303K +$296K +10,586 New
EAMA
54
EFG Asset Management (Americas)
Florida
$292K +$54.1K +1,935 +23%
Citigroup
55
Citigroup
New York
$287K – – –
SFA
56
Sequoia Financial Advisors
Ohio
$266K +$259K +9,268 New
MA
57
MUFG Americas
New York
$253K +$247K +8,835 New
SC
58
Scotia Capital
Ontario, Canada
$248K -$8.5K -304 -3%
HighTower Advisors
59
HighTower Advisors
Illinois
$247K +$241K +8,627 New
RJFSA
60
Raymond James Financial Services Advisors
Florida
$246K +$240K +8,585 New
Bank of Montreal
61
Bank of Montreal
Ontario, Canada
$182K +$69.2K +2,475 +63%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$128K -$12.3K -441 -9%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$112K +$105K +3,743 +2,164%
MFBTD
64
MB Financial Bank - Trust Department
Illinois
$102K – – –
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102K +$99.9K +3,570 New
FNBT
66
FineMark National Bank & Trust
Florida
$98K +$63.5K +2,269 +199%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$87K +$84.8K +3,031 New
US Bancorp
68
US Bancorp
Minnesota
$86K +$1.9K +68 +2%
CPIG
69
Chicago Partners Investment Group
Illinois
$78K – – –
Daiwa Securities Group
70
Daiwa Securities Group
Japan
$69K +$47.6K +1,700 +243%
PA
71
Parallel Advisors
California
$66K +$64.3K +2,297 New
BWP
72
Baldwin Wealth Partners
Massachusetts
$61K – – –
EWM
73
Evercore Wealth Management
New York
$35K – – –
Bessemer Group
74
Bessemer Group
New Jersey
$35K +$33.9K +1,211 New
IA
75
IFP Advisors
Florida
$28K – – –
1 2
3
4 5

GUNR Hedge Fund Activity: Q4 2016 in Review

92 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2016, worth a combined $3.42B — up 30% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GUNR positions and 10 closed out — a net gain of 19 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Northern Trust, adding an estimated $534M. The largest seller was Valmark Advisers, cutting an estimated $8.83M.

  • 92 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2016, up from 73 in Q3 2016.
  • Funds reported $3.42B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2016, up 30% quarter-over-quarter.
  • 29 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2016 and 10 closed out, a net change of +19 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2016 was Northern Trust, an estimated $534M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2016 was Valmark Advisers, an estimated $8.83M sold.

Based on aggregated 13F filings for Q4 2016.