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FlexShares Global Upstream Natural Resources Index Fund
GUNR

128 hedge funds and large institutions have $5.44B invested in FlexShares Global Upstream Natural Resources Index Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

76% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 29

11% more funds holding

Funds holding: 115 → 128 (+13)

8% more capital invested

Capital invested by funds: $5.04B → $5.44B (+$405M)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

0.2% more ownership

Funds ownership: 94.45% → 94.65% (+0.2%)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
2.93%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.39%
New
21
Increased
51
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$123M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.3M
3
CAI
Capital Advisors Inc
Oklahoma
+$12.4M
4
MFM
MD Financial Management
Ontario, Canada
+$8.34M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$7.12M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.74M
2
VA
Valmark Advisers
Ohio
-$2.73M
3
COI
Connable Office Inc
Michigan
-$1.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$897K
5
WT
Whittier Trust
California
-$579K
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
51
Dynamic Advisor Solutions
Arizona
$1.13M +$499K +14,602 +78%
US Bancorp
52
US Bancorp
Minnesota
$1.05M +$33.9K +994 +3%
OC
53
Oppenheimer & Co
New York
$987K +$14.2K +415 +1%
CPIG
54
Chicago Partners Investment Group
Illinois
$901K – – –
HH
55
Hilltop Holdings
Texas
$813K +$386K +11,307 +89%
CCM
56
Chilton Capital Management
Texas
$769K +$775K +22,700 New
EAMA
57
EFG Asset Management (Americas)
Florida
$721K +$84.4K +2,471 +13%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$711K -$2.73K -80 -0.4%
NGA
59
Naples Global Advisors
Florida
$564K +$568K +16,631 New
FIB
60
First Interstate Bank
Montana
$540K – – –
Mirae Asset Global Investments
61
Mirae Asset Global Investments
South Korea
$526K -$273K -7,990 -34%
BTS
62
BB&T Securities
Virginia
$510K +$187K +5,488 +57%
TFF
63
The Family Firm
Maryland
$508K – – –
EA
64
Edge Advisors
Georgia
$491K – – –
Deutsche Bank
65
Deutsche Bank
Germany
$459K +$248K +7,273 +116%
RJA
66
Raymond James & Associates
Florida
$458K -$259K -7,590 -36%
MML Investors Services
67
MML Investors Services
Massachusetts
$452K +$33K +967 +8%
CIBC Private Wealth Group
68
CIBC Private Wealth Group
Georgia
$451K -$118K -3,461 -21%
Bank of New York Mellon
69
Bank of New York Mellon
New York
$450K +$121K +3,537 +36%
FAIM
70
Financial Advocates Investment Management
Washington
$430K +$24.8K +727 +6%
SFA
71
Sequoia Financial Advisors
Ohio
$419K – – –
PCA
72
Personal Capital Advisors
California
$369K +$371K +10,875 New
WPA
73
Winning Points Advisors
Florida
$359K – – –
FNB
74
Farmers National Bank
Kentucky
$343K +$346K +10,135 New
RJFSA
75
Raymond James Financial Services Advisors
Florida
$341K +$107K +3,126 +45%
1 2
3
4 5

GUNR Hedge Fund Activity: Q2 2018 in Review

128 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2018, worth a combined $5.44B — up 8% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GUNR positions and 8 closed out — a net gain of 13 holders — while 51 added to existing stakes and 29 trimmed.

The largest buyer was Northern Trust, adding an estimated $123M. The largest seller was Royal Bank of Canada, cutting an estimated $2.74M.

  • 128 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2018, up from 115 in Q1 2018.
  • Funds reported $5.44B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2018, up 8% quarter-over-quarter.
  • 21 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2018 and 8 closed out, a net change of +13 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2018 was Northern Trust, an estimated $123M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2018.