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FlexShares Global Upstream Natural Resources Index Fund
GUNR

131 hedge funds and large institutions have $5.49B invested in FlexShares Global Upstream Natural Resources Index Fund in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

2% more funds holding

Funds holding: 128 → 131 (+3)

1% more capital invested

Capital invested by funds: $5.44B → $5.49B (+$49.9M)

0.25% more ownership

Funds ownership: 94.65% → 94.9% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (0)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
2.99%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
21
Increased
41
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWPCM
Perella Weinberg Partners Capital Management
New York
+$45.2M
2
Jane Street
Jane Street
New York
+$23.8M
3
Northern Trust
Northern Trust
Illinois
+$11.3M
4
MFM
MD Financial Management
Ontario, Canada
+$4.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.48M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.72M
3
Ameriprise
Ameriprise
Minnesota
-$4.43M
4
LSAG
Lake Street Advisors Group
New Hampshire
-$2.38M
5
LPL Financial
LPL Financial
California
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oppenheimer & Co
New York
$1.07M +$83.3K +2,500 +9%
HH
52
Hilltop Holdings
Texas
$1.03M +$213K +6,401 +27%
US Bancorp
53
US Bancorp
Minnesota
$974K -$78.2K -2,346 -8%
Renaissance Technologies
54
Renaissance Technologies
New York
$883K +$870K +26,100 New
CPIG
55
Chicago Partners Investment Group
Illinois
$808K -$9.66K -290 -1%
Northwestern Mutual Wealth Management
56
Northwestern Mutual Wealth Management
Wisconsin
$695K -$15.7K -471 -2%
BTS
57
BB&T Securities
Virginia
$638K +$127K +3,809 +25%
William Blair & Company
58
William Blair & Company
Illinois
$624K +$332K +9,974 +118%
Deutsche Bank
59
Deutsche Bank
Germany
$564K +$104K +3,113 +23%
NGA
60
Naples Global Advisors
Florida
$563K – – –
FIB
61
First Interstate Bank
Montana
$539K – – –
MML Investors Services
62
MML Investors Services
Massachusetts
$533K +$80.1K +2,405 +18%
Mirae Asset Global Investments
63
Mirae Asset Global Investments
South Korea
$525K – – –
Ameriprise
64
Ameriprise
Minnesota
$514K -$4.43M -132,855 -90%
TFF
65
The Family Firm
Maryland
$508K – – –
Creative Planning
66
Creative Planning
Kansas
$484K -$746K -22,381 -61%
BTNA
67
Bremer Trust National Association
Minnesota
$482K +$474K +14,238 New
Bank of New York Mellon
68
Bank of New York Mellon
New York
$446K -$3.2K -96 -0.7%
AFM
69
Andesa Financial Management
Pennsylvania
$442K -$736K -22,090 -63%
RJA
70
Raymond James & Associates
Florida
$413K -$43.3K -1,299 -10%
FAIM
71
Financial Advocates Investment Management
Washington
$410K -$24.2K -727 -6%
SFA
72
Sequoia Financial Advisors
Ohio
$407K -$10.6K -318 -3%
HFS
73
HL Financial Services
Kentucky
$372K +$366K +10,981 New
WPA
74
Winning Points Advisors
Florida
$358K – – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$349K +$128K +3,834 +59%
1 2
3
4 5

GUNR Hedge Fund Activity: Q3 2018 in Review

131 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2018, worth a combined $5.49B — up 0.92% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GUNR positions and 16 closed out — a net gain of 5 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $45.2M. The largest seller was Fidelity Investments, cutting an estimated $23.5M.

  • 131 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2018, up from 128 in Q2 2018.
  • Funds reported $5.49B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2018, up 0.92% quarter-over-quarter.
  • 21 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2018 and 16 closed out, a net change of +5 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2018 was Perella Weinberg Partners Capital Management, an estimated $45.2M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2018 was Fidelity Investments, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2018.