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FlexShares Global Upstream Natural Resources Index Fund
GUNR

115 hedge funds and large institutions have $5.04B invested in FlexShares Global Upstream Natural Resources Index Fund in 2018 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 12

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

16% more funds holding

Funds holding: 99 → 115 (+16)

7% more funds holding in top 10

Funds holding in top 10: 15 → 16 (+1)

3% more capital invested

Capital invested by funds: $4.91B → $5.04B (+$134M)

0.65% less ownership

Funds ownership: 95.1% → 94.45% (-0.65%)

Holders
115
Holders Change
+16
Holders Change %
+16.16%
% of All Funds
2.64%
Holding in Top 10
16
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.67%
% of All Funds
0.37%
New
29
Increased
44
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$221M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$22.1M
3
NB
NBT Bank
New York
+$11.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$6.76M
5
CIM
Cambria Investment Management
California
+$4.87M

Top Sellers

Rank Fund Capital Flow
1
DCC
Dow Chemical Company
Michigan
-$14.3M
2
MFM
MD Financial Management
Ontario, Canada
-$8.53M
3
Ameriprise
Ameriprise
Minnesota
-$8.11M
4
LFG
Larson Financial Group
Missouri
-$5.32M
5
COI
Connable Office Inc
Michigan
-$4.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCC
76
Hirtle Callaghan & Co
Pennsylvania
$216K -$17K -506 -7%
Daiwa Securities Group
77
Daiwa Securities Group
Japan
$215K +$36.9K +1,100 +20%
Jane Street
78
Jane Street
New York
$215K +$221K +6,598 New
GLA
79
Great Lakes Advisors
Illinois
$214K +$220K +6,573 New
MA
80
MUFG Americas
New York
$213K – – –
Deutsche Bank
81
Deutsche Bank
Germany
$204K +$210K +6,270 New
HNB
82
Huntington National Bank
Ohio
$179K – – –
AP
83
Advisors Preferred
Maryland
$179K +$184K +5,482 New
LTFS
84
Ladenburg Thalmann Financial Services
Florida
$140K +$16K +477 +12%
WDL
85
Well Done LLC
Michigan
$128K +$131K +3,921 New
JA
86
JOYN Advisors
Georgia
$127K +$130K +3,883 New
ST
87
Smithfield Trust
Pennsylvania
$120K -$3.02K -90 -2%
WTB
88
Washington Trust Bank
Washington
$117K -$79.8K -2,380 -40%
Bessemer Group
89
Bessemer Group
New Jersey
$111K +$55K +1,639 +93%
LGWM
90
Litman Gregory Wealth Management
California
$106K – – –
OIA
91
OneDigital Investment Advisors
Kansas
$61K +$63.3K +1,887 New
AG
92
Advisor Group
Arizona
$59K +$4.06K +121 +7%
GTAM
93
Global Trust Asset Management
Florida
$44K +$20.1K +600 +80%
TL
94
TrueWealth LLC
Georgia
$36K – – –
BlackRock
95
BlackRock
New York
$30K +$30.8K +917 New
CBT
96
Capital Bank & Trust
California
$27K – – –
DBT
97
Dubuque Bank & Trust
Iowa
$26K – – –
S
98
SignatureFD
Georgia
$25K +$25.9K +771 New
GT
99
Glenmede Trust
Pennsylvania
$24K – – –
AWA
100
Acorn Wealth Advisors
Michigan
$15K – – –
2 3
4
5 6

GUNR Hedge Fund Activity: Q1 2018 in Review

115 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2018, worth a combined $5.04B — up 2.7% from $4.91B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GUNR positions and 12 closed out — a net gain of 17 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Northern Trust, adding an estimated $221M. The largest seller was Dow Chemical Company, exiting entirely with an estimated $14.3M sold.

  • 115 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2018, up from 99 in Q4 2017.
  • Funds reported $5.04B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2018, up 2.7% quarter-over-quarter.
  • 29 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2018 and 12 closed out, a net change of +17 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2018 was Northern Trust, an estimated $221M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2018 was Dow Chemical Company, an estimated $14.3M sold.

Based on aggregated 13F filings for Q1 2018.