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FlexShares Global Upstream Natural Resources Index Fund
GUNR

94 hedge funds and large institutions have $3.91B invested in FlexShares Global Upstream Natural Resources Index Fund in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

181% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 16

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

7% more funds holding

Funds holding: 88 → 94 (+6)

0.99% less ownership

Funds ownership: 95.69% → 94.7% (-0.99%)

3% less capital invested

Capital invested by funds: $4.02B → $3.91B (-$110M)

Holders
94
Holders Change
+6
Holders Change %
+6.82%
% of All Funds
2.34%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
18
Increased
45
Reduced
16
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
NB
NBT Bank
New York
+$17.5M
2
Jane Street
Jane Street
New York
+$7.46M
3
QI
QS Investors
New York
+$5.66M
4
TAT
TD Ameritrade Trust
Colorado
+$5.62M
5
FTI
Fiduciary Trust International
Massachusetts
+$5.62M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$36.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$7.85M
3
CIM
Cambria Investment Management
California
-$3.21M
4
CAI
Capital Advisors Inc
Oklahoma
-$2.29M
5
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$68K – – –
WTB
77
Washington Trust Bank
Washington
$65K +$66.5K +2,285 New
AG
78
Advisor Group
Arizona
$48K +$9.16K +315 +23%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$39K -$140K -4,798 -78%
GWA
80
Guidant Wealth Advisors
Illinois
$35K +$35.8K +1,230 New
MPWT
81
MassMutual Private Wealth & Trust
Connecticut
$15.5K +$15.8K +542 New
EWM
82
Evercore Wealth Management
New York
$11K -$24.7K -850 -69%
DADC
83
D.A. Davidson & Co
Montana
$11K +$11.7K +401 New
WAM
84
Wealthspire Advisors (Maryland)
Maryland
$9K +$8.84K +304 New
IFA
85
Interactive Financial Advisors
Illinois
$8K +$58 +2 +0.7%
ASN
86
Advisory Services Network
Georgia
$6K – – –
DBT
87
Dubuque Bank & Trust
Iowa
$5K – – –
SBL
88
Sargent Bickham Lagudis
Colorado
$5K +$29 +1 +0.5%
IA
89
IFP Advisors
Florida
$4K +$3.11K +107 +669%
UBS AM
90
UBS AM
Illinois
$3.03K +$3.08K +106 New
VWA
91
V Wealth Advisors
Kansas
$3K +$2.94K +101 New
PMFA
92
Plante Moran Financial Advisors
Michigan
$3K +$3.06K +105 New
AIM
93
Advantage Investment Management
Iowa
$1K +$1.11K +38 New
IWM
94
IHT Wealth Management
Illinois
$45 – – –
CIM
95
Cambria Investment Management
California
– -$3.21M -108,868 Closed
WP
96
WealthSource Partners
California
– -$955K -32,427 Closed
HH
97
Hilltop Holdings
Texas
– -$429K -14,563 Closed
Bank of New York Mellon
98
Bank of New York Mellon
New York
– -$407K -13,818 Closed
Mariner
99
Mariner
Kansas
– -$401K -13,615 Closed
Goldman Sachs
100
Goldman Sachs
New York
– -$223K -7,571 Closed
1 2 3
4
5

GUNR Hedge Fund Activity: Q2 2017 in Review

94 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2017, worth a combined $3.91B — down 2.7% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new GUNR positions and 12 closed out — a net gain of 6 holders — while 45 added to existing stakes and 16 trimmed.

The largest buyer was NBT Bank, adding an estimated $17.5M. The largest seller was Northern Trust, cutting an estimated $36.6M.

  • 94 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2017, up from 88 in Q1 2017.
  • Funds reported $3.91B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2017, down 2.7% quarter-over-quarter.
  • 18 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2017 and 12 closed out, a net change of +6 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2017 was NBT Bank, an estimated $17.5M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2017 was Northern Trust, an estimated $36.6M sold.

Based on aggregated 13F filings for Q2 2017.