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FlexShares Global Upstream Natural Resources Index Fund
GUNR

142 hedge funds and large institutions have $3.11B invested in FlexShares Global Upstream Natural Resources Index Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

14% more capital invested

Capital invested by funds: $2.71B → $3.11B (+$392M)

11% more funds holding

Funds holding: 128 → 142 (+14)

0.17% less ownership

Funds ownership: 89.19% → 89.03% (-0.17%)

9% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 46

Holders
142
Holders Change
+14
Holders Change %
+10.94%
% of All Funds
2.51%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
29
Increased
42
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$22.9M
2
Morgan Stanley
Morgan Stanley
New York
+$9.52M
3
IA
IndexIQ Advisors
New York
+$8.5M
4
BCI
Brinker Capital Investments
Pennsylvania
+$6.02M
5
Wells Fargo
Wells Fargo
California
+$4.97M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.88M
3
RJA
Raymond James & Associates
Florida
-$7.85M
4
VA
Valmark Advisers
Ohio
-$7.65M
5
EWA
EP Wealth Advisors
California
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
51
Renaissance Technologies
New York
$1.17M +$385K +12,800 +55%
TC
52
TownSquare Capital
Utah
$1.13M +$1.05M +34,753 New
EWA
53
EP Wealth Advisors
California
$1.04M -$4.66M -154,634 -83%
MML Investors Services
54
MML Investors Services
Massachusetts
$988K -$463K -15,378 -34%
SB
55
Simmons Bank
Arkansas
$909K -$69.4K -2,305 -8%
RC
56
Roundview Capital
New Jersey
$896K – – –
KTA
57
Keeley-Teton Advisors
Illinois
$876K +$632 +21 +0.1%
Cambridge Investment Research Advisors
58
Cambridge Investment Research Advisors
Iowa
$858K +$29.7K +986 +4%
CWM
59
Circle Wealth Management
New Jersey
$795K – – –
BBNA
60
Bremer Bank National Association
Minnesota
$745K -$288K -9,550 -29%
NB
61
Nicolet Bankshares
Wisconsin
$737K -$254K -8,443 -27%
TNB
62
TCF National Bank
South Dakota
$734K +$679K +22,560 New
CWM
63
Cedar Wealth Management
California
$712K +$3.88K +129 +0.6%
Fidelity Investments
64
Fidelity Investments
Massachusetts
$703K -$91.7K -3,046 -12%
MFAM
65
M Financial Asset Management
Oregon
$675K -$13.3K -441 -2%
JCM
66
Jacobsen Capital Management
Utah
$673K +$151 +5 +0%
DAS
67
Dynamic Advisor Solutions
Arizona
$573K -$1.2M -39,896 -69%
Creative Planning
68
Creative Planning
Kansas
$509K +$471K +15,641 New
RTS
69
Round Table Services
New Jersey
$503K +$23.5K +782 +5%
SPC
70
Sigma Planning Corp
Michigan
$498K -$306K -10,178 -40%
OIA
71
OneDigital Investment Advisors
Kansas
$479K – – –
KCM
72
Kendall Capital Management
Maryland
$474K +$75.6K +2,511 +21%
RJA
73
Raymond James & Associates
Florida
$465K -$7.85M -260,788 -95%
IBOK
74
Independence Bank of Kentucky
Kentucky
$453K -$134K -4,465 -24%
TI
75
Tidal Investments
Wisconsin
$422K – – –
1 2
3
4 5

GUNR Hedge Fund Activity: Q4 2020 in Review

142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2020, worth a combined $3.11B — up 14% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GUNR positions and 11 closed out — a net gain of 18 holders — while 42 added to existing stakes and 46 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $22.9M. The largest seller was Northern Trust, cutting an estimated $108M.

  • 142 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2020, up from 128 in Q3 2020.
  • Funds reported $3.11B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2020, up 14% quarter-over-quarter.
  • 29 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2020 and 11 closed out, a net change of +18 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2020 was 3EDGE Asset Management, an estimated $22.9M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2020 was Northern Trust, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2020.