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FlexShares Global Upstream Natural Resources Index Fund
GUNR

88 hedge funds and large institutions have $4.02B invested in FlexShares Global Upstream Natural Resources Index Fund in 2017 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 36 increasing their positions, 21 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 21

18% more capital invested

Capital invested by funds: $3.42B → $4.02B (+$608M)

0% more funds holding in top 10

Funds holding in top 10: 8 → 8 (0)

1.26% less ownership

Funds ownership: 96.95% → 95.69% (-1.3%)

4% less funds holding

Funds holding: 92 → 88 (-4)

21% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 19

Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
2.19%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.2%
New
15
Increased
36
Reduced
21
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$405M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$91.6M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
+$6.81M
4
SB
Simmons Bank
Arkansas
+$6.34M
5
NB
NBT Bank
New York
+$4.11M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$4.77M
2
TAT
TD Ameritrade Trust
Colorado
-$3.95M
3
CAI
Capital Advisors Inc
Oklahoma
-$1.9M
4
VA
Valmark Advisers
Ohio
-$1.62M
5
CWM
Concert Wealth Management
California
-$574K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
76
Creative Planning
Kansas
$29K +$25.4K +855 +684%
IWM
77
IHT Wealth Management
Illinois
$29K +$29.5K +990 New
SEI Investments
78
SEI Investments
Pennsylvania
$27K +$27.2K +915 New
TWA
79
TCI Wealth Advisors
Arizona
$16K -$5.95K -200 -27%
AA
80
Apriem Advisors
California
$16K – – –
HNB
81
Huntington National Bank
Ohio
$15K -$369K -12,417 Closed
IFA
82
Interactive Financial Advisors
Illinois
$8K +$60 +2 +0.7%
ZB
83
Zions Bancorporation
Utah
$6K – – –
SBL
84
Sargent Bickham Lagudis
Colorado
$6K +$5.12K +172 +905%
ASN
85
Advisory Services Network
Georgia
$6K +$6.04K +203 New
DBT
86
Dubuque Bank & Trust
Iowa
$5K – – –
GRP
87
Global Retirement Partners
California
$3K +$2.8K +94 New
Jane Street
88
Jane Street
New York
– -$4.77M -166,372 Closed
MWM
89
Mascoma Wealth Management
New Hampshire
– -$572K -19,952 Closed
CWM
90
Concert Wealth Management
California
– -$574K -19,913 Closed
WS
91
Wedbush Securities
California
– -$478K -16,663 Closed
GC
92
Guggenheim Capital
Illinois
– -$430K -15,000 Closed
Citigroup
93
Citigroup
New York
– -$287K -10,000 Closed
FNBT
94
FineMark National Bank & Trust
Florida
– -$98K -3,409 Closed
PA
95
Parallel Advisors
California
– -$66K -2,297 Closed
BWP
96
Baldwin Wealth Partners
Massachusetts
– -$61K -2,139 Closed
Bessemer Group
97
Bessemer Group
New Jersey
– -$35K -1,211 Closed
IA
98
IFP Advisors
Florida
– -$29K -974 -98%
AA
99
AlphaMark Advisors
Kentucky
– -$15K -506 Closed
MA
100
MCF Advisors
Kentucky
– -$10K -363 Closed
1 2 3
4
5

GUNR Hedge Fund Activity: Q1 2017 in Review

88 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2017, worth a combined $4.02B — up 18% from $3.42B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of GUNR and 15 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 36 added.

The largest buyer was Northern Trust, adding an estimated $405M. The largest seller was Jane Street, exiting entirely with an estimated $4.77M sold.

  • 88 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2017, down from 92 in Q4 2016.
  • Funds reported $4.02B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2017, up 18% quarter-over-quarter.
  • 15 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2017 and 19 closed out, a net change of -4 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2017 was Northern Trust, an estimated $405M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2017 was Jane Street, an estimated $4.77M sold.

Based on aggregated 13F filings for Q1 2017.