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FlexShares Global Upstream Natural Resources Index Fund
GUNR

139 hedge funds and large institutions have $4.71B invested in FlexShares Global Upstream Natural Resources Index Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

6% more funds holding

Funds holding: 131 → 139 (+8)

0.35% less ownership

Funds ownership: 94.9% → 94.54% (-0.35%)

14% less capital invested

Capital invested by funds: $5.49B → $4.71B (-$785M)

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.1%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
31
Increased
45
Reduced
38
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$15.2M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
+$14.6M
4
CNC
Citizens & Northern Corp
Pennsylvania
+$8.65M
5
UBS Group
UBS Group
Switzerland
+$7.22M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$93.3M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$20.9M
3
Jane Street
Jane Street
New York
-$15.1M
4
UB
UMB Bank
Missouri
-$11.7M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LS
51
Lattice Strategies
Pennsylvania
$1.44M -$98.6K -3,140 -6%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$1.33M +$1.2M +38,345 +539%
TI
53
Tidal Investments
Wisconsin
$1.25M +$1.34M +42,681 New
DAS
54
Dynamic Advisor Solutions
Arizona
$1.17M +$42.2K +1,343 +4%
Renaissance Technologies
55
Renaissance Technologies
New York
$1.11M +$371K +11,800 +45%
Millennium Management
56
Millennium Management
New York
$891K +$956K +30,445 New
OC
57
Oppenheimer & Co
New York
$866K -$63.9K -2,035 -6%
US Bancorp
58
US Bancorp
Minnesota
$864K +$22.9K +728 +3%
PA
59
Pinnacle Associates
New York
$816K +$876K +27,878 New
CPIG
60
Chicago Partners Investment Group
Illinois
$796K -$19.5K -621 -2%
HH
61
Hilltop Holdings
Texas
$672K -$234K -7,441 -24%
JPG
62
Jordan Park Group
California
$668K +$716K +22,803 New
BTS
63
BB&T Securities
Virginia
$656K +$112K +3,559 +19%
William Blair & Company
64
William Blair & Company
Illinois
$596K +$24.4K +778 +4%
TFF
65
The Family Firm
Maryland
$586K +$157K +5,000 +33%
NGA
66
Naples Global Advisors
Florida
$571K +$56.2K +1,788 +11%
EPA
67
Element Pointe Advisors
Florida
$569K +$611K +19,435 New
MML Investors Services
68
MML Investors Services
Massachusetts
$543K +$87.9K +2,798 +18%
CAN
69
Cetera Advisor Networks
California
$519K +$556K +17,683 New
Bank of New York Mellon
70
Bank of New York Mellon
New York
$509K +$131K +4,176 +32%
FIB
71
First Interstate Bank
Montana
$467K – – –
CIBC Private Wealth Group
72
CIBC Private Wealth Group
Georgia
$458K +$491K +15,637 New
Ameriprise
73
Ameriprise
Minnesota
$442K -$3.2K -102 -0.7%
ECG
74
Edge Capital Group
Georgia
$425K +$456K +14,500 New
WANY
75
Wealthspire Advisors (New York)
New York
$423K +$454K +14,455 New
1 2
3
4 5

GUNR Hedge Fund Activity: Q4 2018 in Review

139 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2018, worth a combined $4.71B — down 14% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new GUNR positions and 23 closed out — a net gain of 8 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $50.6M. The largest seller was Northern Trust, cutting an estimated $93.3M.

  • 139 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2018, up from 131 in Q3 2018.
  • Funds reported $4.71B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2018, down 14% quarter-over-quarter.
  • 31 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2018 and 23 closed out, a net change of +8 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2018 was Fidelity Investments, an estimated $50.6M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2018 was Northern Trust, an estimated $93.3M sold.

Based on aggregated 13F filings for Q4 2018.