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FlexShares Global Upstream Natural Resources Index Fund
GUNR

99 hedge funds and large institutions have $4.91B invested in FlexShares Global Upstream Natural Resources Index Fund in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

15% more funds holding

Funds holding: 86 → 99 (+13)

13% more capital invested

Capital invested by funds: $4.36B → $4.91B (+$548M)

0.48% more ownership

Funds ownership: 94.62% → 95.1% (+0.48%)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
2.25%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.34%
New
27
Increased
26
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$121M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.1M
3
UB
UMB Bank
Missouri
+$4.34M
4
HBT
Hills Bank & Trust
Iowa
+$4.31M
5
CAI
Capital Advisors Inc
Oklahoma
+$4.11M

Top Sellers

1
QI
QS Investors
New York
-$97.3M
2
MWP
Moller Wealth Partners
-$13.2M
3
TAT
TD Ameritrade Trust
Colorado
-$7.06M
4
Bank of America
Bank of America
North Carolina
-$5.44M
5
CWM
Cedar Wealth Management
California
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$93K -$99.7K -3,128 -53%
MFBTD
77
MB Financial Bank - Trust Department
Illinois
$72K -$2.2K -69 -3%
Bessemer Group
78
Bessemer Group
New Jersey
$59K – – –
AG
79
Advisor Group
Arizona
$56K – – –
TL
80
TrueWealth LLC
Georgia
$36K +$34.8K +1,092 New
IWM
81
IHT Wealth Management
Illinois
$34K – – –
CBT
82
Capital Bank & Trust
California
$28K +$26.8K +842 New
DBT
83
Dubuque Bank & Trust
Iowa
$26K +$19.9K +623 +389%
GTAM
84
Global Trust Asset Management
Florida
$25K +$24K +753 New
GT
85
Glenmede Trust
Pennsylvania
$24K +$23K +722 New
AWA
86
Acorn Wealth Advisors
Michigan
$15K +$14.2K +445 New
JP Morgan Chase
87
JP Morgan Chase
New York
$14K – – –
WAM
88
Wealthspire Advisors (Maryland)
Maryland
$13K – – –
AF
89
Allworth Financial
California
$11K +$10.6K +333 New
CFD
90
Creative Financial Designs
Indiana
$10K +$9.15K +287 New
IFA
91
Interactive Financial Advisors
Illinois
$9K – – –
ASN
92
Advisory Services Network
Georgia
$7K – – –
MA
93
MCF Advisors
Kentucky
$6K – – –
SBL
94
Sargent Bickham Lagudis
Colorado
$6K – – –
APA
95
American Portfolios Advisors
New York
$4.09K +$3.92K +123 New
IA
96
IFP Advisors
Florida
$4K – – –
AWM
97
Avior Wealth Management
Nebraska
$1K +$797 +25 New
CA
98
Calton & Associates
Florida
$1K +$1.69K +53 New
LGWM
99
Litman Gregory Wealth Management
California
$108 – – –
QI
100
QS Investors
New York
– -$97.3M -3,122,673 Closed
1 2 3
4
5

GUNR Hedge Fund Activity: Q4 2017 in Review

99 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2017, worth a combined $4.91B — up 13% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GUNR positions and 14 closed out — a net gain of 13 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Northern Trust, adding an estimated $121M. The largest seller was QS Investors, exiting entirely with an estimated $97.3M sold.

  • 99 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2017, up from 86 in Q3 2017.
  • Funds reported $4.91B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2017, up 13% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2017 and 14 closed out, a net change of +13 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2017 was Northern Trust, an estimated $121M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2017 was QS Investors, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2017.