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FlexShares Global Upstream Natural Resources Index Fund
GUNR

88 hedge funds and large institutions have $4.02B invested in FlexShares Global Upstream Natural Resources Index Fund in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

18% more capital invested

Capital invested by funds: $3.42B → $4.02B (+$608M)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

1.26% less ownership

Funds ownership: 96.95% → 95.69% (-1.3%)

4% less funds holding

Funds holding: 92 → 88 (-4)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
2.19%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
15
Increased
36
Reduced
21
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$405M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$91.6M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
+$6.81M
4
SB
Simmons Bank
Arkansas
+$6.34M
5
NB
NBT Bank
New York
+$4.11M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.77M
2
TAT
TD Ameritrade Trust
Colorado
-$3.95M
3
CAI
Capital Advisors Inc
Oklahoma
-$1.9M
4
VA
Valmark Advisers
Ohio
-$1.62M
5
CWM
Concert Wealth Management
California
-$574K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFF
51
The Family Firm
Maryland
$338K – – –
WPA
52
Winning Points Advisors
Florida
$312K – – –
EAMA
53
EFG Asset Management (Americas)
Florida
$310K +$9.97K +335 +3%
AllianceBernstein
54
AllianceBernstein
Tennessee
$280K +$283K +9,500 New
MA
55
MUFG Americas
New York
$260K – – –
HighTower Advisors
56
HighTower Advisors
Illinois
$257K +$3.24K +109 +1%
SC
57
Scotia Capital
Ontario, Canada
$254K – – –
SFA
58
Sequoia Financial Advisors
Ohio
$251K -$22.4K -753 -8%
WPA
59
West Paces Advisors
Georgia
$241K -$280K -9,404 -54%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$235K +$237K +7,970 New
Goldman Sachs
61
Goldman Sachs
New York
$223K +$225K +7,571 New
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$185K +$96.7K +3,250 +107%
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$181K -$7.56K -254 -4%
HCC
64
Hirtle Callaghan & Co
Pennsylvania
$137K +$138K +4,635 New
LTFS
65
Ladenburg Thalmann Financial Services
Florida
$136K +$5.15K +173 +4%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$116K – – –
Daiwa Securities Group
67
Daiwa Securities Group
Japan
$103K +$32.7K +1,100 +46%
JP Morgan Chase
68
JP Morgan Chase
New York
$101K +$102K +3,426 New
CPIG
69
Chicago Partners Investment Group
Illinois
$80K – – –
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$74K -$31.2K -1,050 -29%
US Bancorp
71
US Bancorp
Minnesota
$70K -$18.7K -630 -21%
MFBTD
72
MB Financial Bank - Trust Department
Illinois
$69K -$35.3K -1,188 -34%
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$66K +$66.1K +2,221 New
AG
74
Advisor Group
Arizona
$40K +$34.6K +1,163 +559%
EWM
75
Evercore Wealth Management
New York
$36K – – –
1 2
3
4 5

GUNR Hedge Fund Activity: Q1 2017 in Review

88 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2017, worth a combined $4.02B — up 18% from $3.42B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GUNR and 15 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 36 added.

The largest buyer was Northern Trust, adding an estimated $405M. The largest seller was Jane Street, exiting entirely with an estimated $4.77M sold.

  • 88 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2017, down from 92 in Q4 2016.
  • Funds reported $4.02B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2017, up 18% quarter-over-quarter.
  • 15 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2017 and 19 closed out, a net change of -4 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2017 was Northern Trust, an estimated $405M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2017 was Jane Street, an estimated $4.77M sold.

Based on aggregated 13F filings for Q1 2017.