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FlexShares Global Upstream Natural Resources Index Fund
GUNR

99 hedge funds and large institutions have $4.91B invested in FlexShares Global Upstream Natural Resources Index Fund in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

15% more funds holding

Funds holding: 86 → 99 (+13)

13% more capital invested

Capital invested by funds: $4.36B → $4.91B (+$548M)

0.48% more ownership

Funds ownership: 94.62% → 95.1% (+0.48%)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
2.25%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.34%
New
27
Increased
26
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$121M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.1M
3
UB
UMB Bank
Missouri
+$4.34M
4
HBT
Hills Bank & Trust
Iowa
+$4.31M
5
CAI
Capital Advisors Inc
Oklahoma
+$4.11M

Top Sellers

1
QI
QS Investors
New York
-$97.3M
2
MWP
Moller Wealth Partners
-$13.2M
3
TAT
TD Ameritrade Trust
Colorado
-$7.06M
4
Bank of America
Bank of America
North Carolina
-$5.44M
5
CWM
Cedar Wealth Management
California
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$598K +$392K +12,289 +217%
FIB
52
First Interstate Bank
Montana
$531K – – –
EAMA
53
EFG Asset Management (Americas)
Florida
$517K +$107K +3,348 +27%
HH
54
Hilltop Holdings
Texas
$501K +$480K +15,050 New
TFF
55
The Family Firm
Maryland
$499K – – –
OC
56
Oppenheimer & Co
New York
$430K +$67.3K +2,110 +20%
US Bancorp
57
US Bancorp
Minnesota
$429K -$57.9K -1,817 -12%
CA
58
Cetera Advisors
Colorado
$400K -$8.96K -281 -2%
Creative Planning
59
Creative Planning
Kansas
$361K +$135K +4,248 +64%
WPA
60
Winning Points Advisors
Florida
$352K – – –
SFA
61
Sequoia Financial Advisors
Ohio
$319K -$14.9K -466 -5%
AllianceBernstein
62
AllianceBernstein
Tennessee
$316K – – –
RJFSA
63
Raymond James Financial Services Advisors
Florida
$303K +$291K +9,115 New
Bank of New York Mellon
64
Bank of New York Mellon
New York
$269K +$47K +1,475 +22%
WPA
65
West Paces Advisors
Georgia
$258K – – –
VF
66
Virtu Financial
New York
$254K +$243K +7,616 New
DC
67
Derby & Company
Massachusetts
$241K +$231K +7,235 New
HCC
68
Hirtle Callaghan & Co
Pennsylvania
$237K – – –
MA
69
MUFG Americas
New York
$217K – – –
WTB
70
Washington Trust Bank
Washington
$199K – – –
HNB
71
Huntington National Bank
Ohio
$196K – – –
Daiwa Securities Group
72
Daiwa Securities Group
Japan
$183K +$19.1K +600 +12%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$127K -$31.1K -976 -20%
ST
74
Smithfield Trust
Pennsylvania
$126K +$120K +3,779 New
CIBC Private Wealth Group
75
CIBC Private Wealth Group
Georgia
$113K +$108K +3,400 New
1 2
3
4 5

GUNR Hedge Fund Activity: Q4 2017 in Review

99 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2017, worth a combined $4.91B — up 13% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GUNR positions and 14 closed out — a net gain of 13 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Northern Trust, adding an estimated $121M. The largest seller was QS Investors, exiting entirely with an estimated $97.3M sold.

  • 99 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2017, up from 86 in Q3 2017.
  • Funds reported $4.91B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2017, up 13% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2017 and 14 closed out, a net change of +13 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2017 was Northern Trust, an estimated $121M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2017 was QS Investors, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2017.