FlexShares Global Upstream Natural Resources Index Fund
GUNR
63 hedge funds and large institutions have $2.45B invested in FlexShares Global Upstream Natural Resources Index Fund in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 15 closing their positions.
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
9% more funds holding
Funds holding: 58 → 63 (+5)
0.18% less ownership
Funds ownership: 97.25% → 97.07% (-0.18%)
15% less capital invested
Capital invested by funds: $2.89B → $2.45B (-$440M)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$37.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$32.9M |
| 3 |
Goldman Sachs
New York
|
+$29M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$13.7M |
| 5 |
QI
QS Investors
New York
|
+$7.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$314M |
| 2 |
Morgan Stanley
New York
|
-$6.76M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$5.47M |
| 4 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
-$2.18M |
| 5 |
Bank of New York Mellon
New York
|
-$706K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
76
Central Trust Company
Jefferson City,
Missouri
| – | -$12K | -350 | Closed |
|
|
NFG
77
Next Financial Group
Houston,
Texas
| – | -$7K | -200 | Closed |
|
78
Parallax Volatility Advisers
San Francisco,
California
| – | +$33 | +1 | New |
|
GUNR Hedge Fund Activity: Q4 2014 in Review
63 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2014, worth a combined $2.45B — down 15% from $2.89B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new GUNR positions and 15 closed out — a net gain of 6 holders — while 14 added to existing stakes and 17 trimmed.
The largest buyer was Valmark Advisers, adding an estimated $37.1M. The largest seller was Northern Trust, cutting an estimated $314M.
- 63 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2014, up from 58 in Q3 2014.
- Funds reported $2.45B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2014, down 15% quarter-over-quarter.
- 21 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2014 and 15 closed out, a net change of +6 holders.
- The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2014 was Valmark Advisers, an estimated $37.1M added.
- The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2014 was Northern Trust, an estimated $314M sold.
Based on aggregated 13F filings for Q4 2014.