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FlexShares Global Upstream Natural Resources Index Fund
GUNR

147 hedge funds and large institutions have $5.14B invested in FlexShares Global Upstream Natural Resources Index Fund in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1% more funds holding

Funds holding: 145 → 147 (+2)

0% more funds holding in top 10

Funds holding in top 10: 16 → 16 (0)

0.9% less ownership

Funds ownership: 95.28% → 94.38% (-0.9%)

5% less capital invested

Capital invested by funds: $5.41B → $5.14B (-$277M)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
3.22%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.35%
New
24
Increased
42
Reduced
52
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VA
Valmark Advisers
Ohio
+$59.7M
2
MFM
MD Financial Management
Ontario, Canada
+$25.9M
3
Northern Trust
Northern Trust
Illinois
+$7.44M
4
FA
FDx Advisors
Illinois
+$7.09M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.61M

Top Sellers

Rank Fund Capital Flow
1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$44M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$12.5M
3
Citadel Advisors
Citadel Advisors
Florida
-$11.1M
4
UBS Group
UBS Group
Switzerland
-$7.03M
5
NB
Nicolet Bankshares
Wisconsin
-$5.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
76
Legacy Financial Strategies
Kansas
$567K -$404K -12,737 -41%
MC
77
Moors & Cabot
Massachusetts
$546K +$62.3K +1,966 +13%
HighTower Advisors
78
HighTower Advisors
Illinois
$539K -$946K -29,866 -63%
LTFS
79
Ladenburg Thalmann Financial Services
Florida
$497K -$1.43K -45 -0.3%
Creative Planning
80
Creative Planning
Kansas
$479K -$171K -5,412 -26%
OIA
81
OneDigital Investment Advisors
Kansas
$467K +$5.2K +164 +1%
WDL
82
Well Done LLC
Michigan
$425K +$432K +13,646 New
WLIM
83
White Lighthouse Investment Management
Massachusetts
$416K +$51.8K +1,635 +14%
Fifth Third Bancorp
84
Fifth Third Bancorp
Ohio
$391K -$171K -5,394 -30%
EVM
85
Eaton Vance Management
Massachusetts
$380K +$387K +12,202 New
SFA
86
Sequoia Financial Advisors
Ohio
$375K – – –
AWA
87
Arete Wealth Advisors
Illinois
$363K -$980K -30,918 -73%
Stifel Financial
88
Stifel Financial
Missouri
$360K -$360K -11,349 -50%
RJFSA
89
Raymond James Financial Services Advisors
Florida
$338K -$1.76M -55,425 -84%
WPA
90
Winning Points Advisors
Florida
$330K – – –
RTS
91
Round Table Services
New Jersey
$322K – – –
US Bancorp
92
US Bancorp
Minnesota
$302K -$576K -18,173 -65%
Deutsche Bank
93
Deutsche Bank
Germany
$300K +$306K +9,658 New
BBHC
94
Brown Brothers Harriman & Co
New York
$289K +$294K +9,283 New
Ameriprise
95
Ameriprise
Minnesota
$282K -$101K -3,180 -26%
CWM
96
Centric Wealth Management
Illinois
$280K – – –
HCC
97
Hirtle Callaghan & Co
Pennsylvania
$263K – – –
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$261K -$1.55M -48,815 -85%
UCFA
99
United Capital Financial Advisors
Texas
$226K -$101K -3,193 -31%
CAM
100
Cresset Asset Management
Illinois
$226K -$12.9K -406 -5%
2 3
4
5 6

GUNR Hedge Fund Activity: Q3 2019 in Review

147 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2019, worth a combined $5.14B — down 5.1% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new GUNR positions and 21 closed out — a net gain of 3 holders — while 42 added to existing stakes and 52 trimmed.

The largest buyer was Valmark Advisers, adding an estimated $59.7M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $44M.

  • 147 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2019, up from 145 in Q2 2019.
  • Funds reported $5.14B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2019, down 5.1% quarter-over-quarter.
  • 24 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2019 and 21 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2019 was Valmark Advisers, an estimated $59.7M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2019 was Perella Weinberg Partners Capital Management, an estimated $44M sold.

Based on aggregated 13F filings for Q3 2019.