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FlexShares Global Upstream Natural Resources Index Fund

163 hedge funds and large institutions have $5.13B invested in FlexShares Global Upstream Natural Resources Index Fund in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

11% more funds holding

Funds holding: 147163 (+16)

0% less capital invested

Capital invested by funds: $5.14B → $5.13B (-$1.12M)

1.4% less ownership

Funds ownership: 94.38%92.98% (-1.4%)

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

Holders
163
Holders Change
+16
Holders Change %
+10.88%
% of All Funds
3.21%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
32
Increased
49
Reduced
56
Closed
14
Calls
$227K
Puts
Net Calls
+$227K
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
76
Colton Groome Financial Advisors
North Carolina
$696K -$38.1K -1,196 -5%
IBOK
77
Independence Bank of Kentucky
Kentucky
$689K -$139K -4,351 -17%
ABC
78
Associated Banc-Corp
Wisconsin
$674K
WC
79
Whitnell & Co
Illinois
$674K
CBT
80
Capital Bank & Trust
California
$640K -$72.7K -2,283 -11%
ARIS
81
Advanced Research Investment Solutions
California
$607K +$576K +18,098 New
Cerity Partners
82
Cerity Partners
New York
$583K +$553K +17,378 New
OC
83
Oppenheimer & Co
New York
$558K -$244K -7,675 -32%
WT
84
Washington Trust
Rhode Island
$548K +$520K +16,336 New
LFS
85
Legacy Financial Strategies
Kansas
$536K -$63.7K -2,000 -11%
CFO
86
CVA Family Office
Colorado
$518K +$492K +15,447 New
OIA
87
OneDigital Investment Advisors
Kansas
$503K
William Blair & Company
88
William Blair & Company
Illinois
$487K +$281K +8,836 +155%
EVM
89
Eaton Vance Management
Massachusetts
$486K +$72.9K +2,291 +19%
Stifel Financial
90
Stifel Financial
Missouri
$485K +$93.8K +2,947 +26%
WDL
91
Well Done LLC
Michigan
$452K -$5.35K -168 -1%
HighTower Advisors
92
HighTower Advisors
Illinois
$441K -$132K -4,158 -24%
SFA
93
Sequoia Financial Advisors
Ohio
$409K +$4.62K +145 +1%
RJFSA
94
Raymond James Financial Services Advisors
Florida
$363K -$478 -15 -0.1%
WPA
95
Winning Points Advisors
Florida
$355K
WLIM
96
White Lighthouse Investment Management
Massachusetts
$354K -$88.8K -2,790 -21%
RTS
97
Round Table Services
New Jersey
$346K
US Bancorp
98
US Bancorp
Minnesota
$337K +$11.9K +374 +4%
BBHC
99
Brown Brothers Harriman & Co
New York
$337K +$24.1K +758 +8%
Deutsche Bank
100
Deutsche Bank
Germany
$317K -$5.51K -173 -2%

GUNR Hedge Fund Activity: Q4 2019 in Review

163 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2019, worth a combined $5.13B — down 0.02% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GUNR positions and 14 closed out — a net gain of 18 holders — while 49 added to existing stakes and 56 trimmed.

The largest buyer was Meritage Portfolio Management, opening a new position worth an estimated $10.4M. The largest seller was Northern Trust, cutting an estimated $395M.

  • 163 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2019, up from 147 in Q3 2019.
  • Funds reported $5.13B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2019, down 0.02% quarter-over-quarter.
  • 32 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2019 and 14 closed out, a net change of +18 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2019 was Meritage Portfolio Management, an estimated $10.4M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2019 was Northern Trust, an estimated $395M sold.

Based on aggregated 13F filings for Q4 2019.