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FlexShares Global Upstream Natural Resources Index Fund
GUNR

92 hedge funds and large institutions have $3.42B invested in FlexShares Global Upstream Natural Resources Index Fund in 2016 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

190% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 10

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

30% more capital invested

Capital invested by funds: $2.63B → $3.42B (+$786M)

26% more funds holding

Funds holding: 73 → 92 (+19)

0.05% more ownership

Funds ownership: 96.9% → 96.95% (+0.05%)

Holders
92
Holders Change
+19
Holders Change %
+26.03%
% of All Funds
2.3%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
29
Increased
30
Reduced
15
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$534M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$87.3M
3
BCI
Brinker Capital Investments
Pennsylvania
+$11.1M
4
PWPCM
Perella Weinberg Partners Capital Management
New York
+$7.04M
5
CAI
Capital Advisors Inc
Oklahoma
+$5.55M

Top Sellers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
-$8.83M
2
QI
QS Investors
New York
-$1.74M
3
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$1.24M
4
CWM
Cedar Wealth Management
California
-$1.22M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
76
TCI Wealth Advisors
Arizona
$21K – – –
AA
77
AlphaMark Advisors
Kentucky
$15K – – –
AA
78
Apriem Advisors
California
$15K +$15K +537 New
MA
79
MCF Advisors
Kentucky
$10K +$10.2K +363 New
AP
80
Advisors Preferred
Maryland
$9K +$9.01K +322 New
IFA
81
Interactive Financial Advisors
Illinois
$8K +$56 +2 +0.7%
AG
82
Advisor Group
Arizona
$6K – – –
PMFA
83
Plante Moran Financial Advisors
Michigan
$6K – – –
WTB
84
Washington Trust Bank
Washington
$6K – – –
ZB
85
Zions Bancorporation
Utah
$6K +$5.68K +203 New
DBT
86
Dubuque Bank & Trust
Iowa
$5K – – –
Creative Planning
87
Creative Planning
Kansas
$4K -$8.39K -300 -71%
FTUS
88
Flow Traders U.S.
New York
$3K +$2.8K +100 New
HR
89
Howe & Rusling
New York
$2K +$1.51K +54 New
SBL
90
Sargent Bickham Lagudis
Colorado
$1K – – –
TIM
91
Tortoise Investment Management
New York
$1K +$867 +31 New
Mackenzie Financial
92
Mackenzie Financial
Ontario, Canada
– -$1.24M -45,000 Closed
Envestnet Asset Management
93
Envestnet Asset Management
Illinois
– -$1.01M -36,880 Closed
SG Americas Securities
94
SG Americas Securities
New York
– -$752K -27,306 Closed
PO
95
Private Ocean
California
– -$46K -1,686 Closed
JFA
96
JNBA Financial Advisors
Minnesota
– -$21K -767 Closed
S
97
SignatureFD
Georgia
– -$21K -767 Closed
SEI Investments
98
SEI Investments
Pennsylvania
– -$20K -714 Closed
JP Morgan Chase
99
JP Morgan Chase
New York
– -$16K -565 Closed
LYV
100
Live Your Vision
Pennsylvania
– -$4K -150 Closed
1 2 3
4
5

GUNR Hedge Fund Activity: Q4 2016 in Review

92 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2016, worth a combined $3.42B — up 30% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GUNR positions and 10 closed out — a net gain of 19 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Northern Trust, adding an estimated $534M. The largest seller was Valmark Advisers, cutting an estimated $8.83M.

  • 92 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2016, up from 73 in Q3 2016.
  • Funds reported $3.42B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2016, up 30% quarter-over-quarter.
  • 29 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2016 and 10 closed out, a net change of +19 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2016 was Northern Trust, an estimated $534M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2016 was Valmark Advisers, an estimated $8.83M sold.

Based on aggregated 13F filings for Q4 2016.