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FlexShares Global Upstream Natural Resources Index Fund

86 hedge funds and large institutions have $4.36B invested in FlexShares Global Upstream Natural Resources Index Fund in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

11% more capital invested

Capital invested by funds: $3.91B → $4.36B (+$444M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.08% less ownership

Funds ownership: 94.7%94.62% (-0.08%)

9% less funds holding

Funds holding: 9486 (-8)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
86
Holders Change
-8
Holders Change %
-8.51%
% of All Funds
2.14%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
10
Increased
31
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
76
JP Morgan Chase
New York
$13K +$12.8K +422 New
PWPCM
77
Perella Weinberg Partners Capital Management
New York
$12.2K -$3.99M -132,025 -25%
EWM
78
Evercore Wealth Management
New York
$12K
WAM
79
Wealthspire Advisors (Maryland)
Maryland
$12K +$2.78K +92 +30%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$10K +$9.67K +320 New
IFA
81
Interactive Financial Advisors
Illinois
$9K +$30 +1 +0.4%
ASN
82
Advisory Services Network
Georgia
$6K
SBL
83
Sargent Bickham Lagudis
Colorado
$6K +$60 +2 +1%
DBT
84
Dubuque Bank & Trust
Iowa
$5K
MA
85
MCF Advisors
Kentucky
$5K +$5.14K +170 New
IA
86
IFP Advisors
Florida
$4K
Citadel Advisors
87
Citadel Advisors
Florida
-$4.88M -170,732 Closed
OMC
88
Old Mission Capital
Illinois
-$4.69M -164,179 Closed
RJA
89
Raymond James & Associates
Florida
-$1.6M -56,051 Closed
TSS
90
Two Sigma Securities
New York
-$823K -28,805 Closed
UB
91
UMB Bank
Missouri
-$615K -21,535 Closed
RJFSA
92
Raymond James Financial Services Advisors
Florida
-$286K -10,011 Closed
HighTower Advisors
93
HighTower Advisors
Illinois
-$270K -9,460 Closed
BFPW
94
BOK Financial Private Wealth
Colorado
-$249K -8,718 Closed
SC
95
Scotia Capital
Ontario, Canada
-$247K -8,640 Closed
SG Americas Securities
96
SG Americas Securities
New York
-$188K -6,588 Closed
MPWT
97
MassMutual Private Wealth & Trust
Connecticut
-$15.5K -542 Closed
DADC
98
D.A. Davidson & Co
Montana
-$11K -401 Closed
UBS AM
99
UBS AM
Illinois
-$3.03K -106 Closed
PMFA
100
Plante Moran Financial Advisors
Michigan
-$3K -105 Closed