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FlexShares Global Upstream Natural Resources Index Fund
GUNR

115 hedge funds and large institutions have $5.04B invested in FlexShares Global Upstream Natural Resources Index Fund in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

16% more funds holding

Funds holding: 99 → 115 (+16)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

3% more capital invested

Capital invested by funds: $4.91B → $5.04B (+$134M)

0.65% less ownership

Funds ownership: 95.1% → 94.45% (-0.65%)

Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
2.64%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
29
Increased
44
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$221M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.1M
3
NB
NBT Bank
New York
+$11.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.76M
5
CIM
Cambria Investment Management
California
+$4.87M

Top Sellers

Rank Fund Capital Flow
1
DCC
Dow Chemical Company
Michigan
-$14.3M
2
MFM
MD Financial Management
Ontario, Canada
-$8.53M
3
Ameriprise
Ameriprise
Minnesota
-$8.11M
4
LFG
Larson Financial Group
Missouri
-$5.32M
5
COI
Connable Office Inc
Michigan
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$687K +$104K +3,116 +17%
WT
52
Whittier Trust
California
$663K – – –
DAS
53
Dynamic Advisor Solutions
Arizona
$613K +$631K +18,813 New
EAMA
54
EFG Asset Management (Americas)
Florida
$612K +$110K +3,269 +21%
CIBC Private Wealth Group
55
CIBC Private Wealth Group
Georgia
$546K +$448K +13,356 +393%
FIB
56
First Interstate Bank
Montana
$519K – – –
TFF
57
The Family Firm
Maryland
$489K – – –
EA
58
Edge Advisors
Georgia
$472K +$486K +14,500 New
HH
59
Hilltop Holdings
Texas
$414K -$78.7K -2,347 -16%
SFA
60
Sequoia Financial Advisors
Ohio
$403K +$93.2K +2,780 +29%
MML Investors Services
61
MML Investors Services
Massachusetts
$403K +$415K +12,383 New
FAIM
62
Financial Advocates Investment Management
Washington
$394K +$406K +12,105 New
Renaissance Technologies
63
Renaissance Technologies
New York
$384K +$396K +11,800 New
HighTower Advisors
64
HighTower Advisors
Illinois
$346K +$356K +10,612 New
WPA
65
Winning Points Advisors
Florida
$342K – – –
CA
66
Cetera Advisors
Colorado
$338K -$53.7K -1,601 -13%
Bank of New York Mellon
67
Bank of New York Mellon
New York
$318K +$55.7K +1,662 +21%
BTS
68
BB&T Securities
Virginia
$311K +$321K +9,569 New
William Blair & Company
69
William Blair & Company
Illinois
$285K +$293K +8,740 New
Creative Planning
70
Creative Planning
Kansas
$277K -$79.5K -2,371 -22%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$275K +$283K +8,452 New
WPA
72
West Paces Advisors
Georgia
$249K -$3.69K -110 -1%
Fifth Third Bancorp
73
Fifth Third Bancorp
Ohio
$236K +$149K +4,445 +159%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$226K -$73.4K -2,189 -24%
TSS
75
Two Sigma Securities
New York
$219K +$225K +6,707 New
1 2
3
4 5

GUNR Hedge Fund Activity: Q1 2018 in Review

115 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2018, worth a combined $5.04B — up 2.7% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GUNR positions and 12 closed out — a net gain of 17 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Northern Trust, adding an estimated $221M. The largest seller was Dow Chemical Company, exiting entirely with an estimated $14.3M sold.

  • 115 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2018, up from 99 in Q4 2017.
  • Funds reported $5.04B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2018, up 2.7% quarter-over-quarter.
  • 29 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2018 and 12 closed out, a net change of +17 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2018 was Northern Trust, an estimated $221M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2018 was Dow Chemical Company, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2018.