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FlexShares Global Upstream Natural Resources Index Fund
GUNR

128 hedge funds and large institutions have $5.44B invested in FlexShares Global Upstream Natural Resources Index Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

76% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 29

11% more funds holding

Funds holding: 115 → 128 (+13)

8% more capital invested

Capital invested by funds: $5.04B → $5.44B (+$405M)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

0.2% more ownership

Funds ownership: 94.45% → 94.65% (+0.2%)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
2.93%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.39%
New
21
Increased
51
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$123M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.3M
3
CAI
Capital Advisors Inc
Oklahoma
+$12.4M
4
MFM
MD Financial Management
Ontario, Canada
+$8.34M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$7.12M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.74M
2
VA
Valmark Advisers
Ohio
-$2.73M
3
COI
Connable Office Inc
Michigan
-$1.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$897K
5
WT
Whittier Trust
California
-$579K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
76
HighTower Advisors
Illinois
$317K -$44.4K -1,299 -12%
DWA
77
Douglass Winthrop Advisors
New York
$289K +$291K +8,529 New
William Blair & Company
78
William Blair & Company
Illinois
$287K -$9.49K -278 -3%
WPA
79
West Paces Advisors
Georgia
$260K +$341 +10 +0.1%
WDL
80
Well Done LLC
Michigan
$252K +$120K +3,516 +90%
CA
81
Cetera Advisors
Colorado
$245K -$109K -3,184 -31%
Daiwa Securities Group
82
Daiwa Securities Group
Japan
$230K +$6.83K +200 +3%
GLA
83
Great Lakes Advisors
Illinois
$223K – – –
HCC
84
Hirtle Callaghan & Co
Pennsylvania
$223K – – –
MA
85
MUFG Americas
New York
$221K – – –
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$219K -$67.7K -1,983 -23%
Fifth Third Bancorp
87
Fifth Third Bancorp
Ohio
$163K -$83.3K -2,439 -34%
JP Morgan Chase
88
JP Morgan Chase
New York
$141K +$142K +4,160 New
LTFS
89
Ladenburg Thalmann Financial Services
Florida
$140K – – –
WT
90
Whittier Trust
California
$115K -$579K -16,952 -83%
ST
91
Smithfield Trust
Pennsylvania
$115K -$9.77K -286 -8%
Bessemer Group
92
Bessemer Group
New Jersey
$115K – – –
LGWM
93
Litman Gregory Wealth Management
California
$110K – – –
HNB
94
Huntington National Bank
Ohio
$105K – – –
OIA
95
OneDigital Investment Advisors
Kansas
$64K – – –
VC
96
Vestor Capital
Illinois
$58K +$58.3K +1,707 New
AG
97
Advisor Group
Arizona
$55K -$5.91K -173 -10%
TCOV
98
Trust Company of Vermont
Vermont
$52K +$46.4K +1,360 +845%
FFC
99
First Financial Corp
Indiana
$50K +$50.7K +1,485 New
GTAM
100
Global Trust Asset Management
Florida
$46K – – –
2 3
4
5 6

GUNR Hedge Fund Activity: Q2 2018 in Review

128 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2018, worth a combined $5.44B — up 8% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GUNR positions and 8 closed out — a net gain of 13 holders — while 51 added to existing stakes and 29 trimmed.

The largest buyer was Northern Trust, adding an estimated $123M. The largest seller was Royal Bank of Canada, cutting an estimated $2.74M.

  • 128 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2018, up from 115 in Q1 2018.
  • Funds reported $5.44B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2018, up 8% quarter-over-quarter.
  • 21 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2018 and 8 closed out, a net change of +13 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2018 was Northern Trust, an estimated $123M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2018.