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FlexShares Global Upstream Natural Resources Index Fund

139 hedge funds and large institutions have $2.68B invested in FlexShares Global Upstream Natural Resources Index Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.08% less ownership

Funds ownership: 92.98%88.89% (-4.1%)

15% less funds holding

Funds holding: 163139 (-24)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

48% less capital invested

Capital invested by funds: $5.13B → $2.68B (-$2.45B)

51% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 39

61% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 71

Holders
139
Holders Change
-24
Holders Change %
-14.72%
% of All Funds
3.06%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.22%
New
19
Increased
28
Reduced
71
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FTS
76
Fifth Third Securities
Ohio
$317K +$407K +14,052 New
Cerity Partners
77
Cerity Partners
New York
$313K -$101K -3,490 -20%
US Bancorp
78
US Bancorp
Minnesota
$307K +$103K +3,576 +36%
CFO
79
CVA Family Office
Colorado
$304K -$57K -1,969 -13%
TI
80
Tidal Investments
Wisconsin
$292K -$1.21M -41,725 -76%
LFS
81
Legacy Financial Strategies
Kansas
$284K -$97.4K -3,366 -21%
CWM
82
Centric Wealth Management
Illinois
$280K +$269K +9,283 New
IAIM
83
International Assets Investment Management
Florida
$278K +$279K +9,652 New
WT
84
Washington Trust
Rhode Island
$264K -$134K -4,636 -28%
Stifel Financial
85
Stifel Financial
Missouri
$242K -$105K -3,612 -25%
WPA
86
Winning Points Advisors
Florida
$239K
Daiwa Securities Group
87
Daiwa Securities Group
Japan
$239K +$81K +2,800 +36%
SFA
88
Sequoia Financial Advisors
Ohio
$234K -$51.8K -1,792 -15%
RTS
89
Round Table Services
New Jersey
$233K
EVM
90
Eaton Vance Management
Massachusetts
$228K -$126K -4,358 -30%
WDL
91
Well Done LLC
Michigan
$224K -$103K -3,552 -26%
CAM
92
Cresset Asset Management
Illinois
$223K +$75.7K +2,616 +36%
William Blair & Company
93
William Blair & Company
Illinois
$217K -$142K -4,922 -34%
Wells Fargo
94
Wells Fargo
California
$204K -$2.54M -87,853 -91%
HCC
95
Hirtle Callaghan & Co
Pennsylvania
$189K
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$185K -$2.77M -95,615 -92%
WPA
97
West Paces Advisors
Georgia
$109K +$6.94K +240 +5%
Citigroup
98
Citigroup
New York
$108K +$35K +1,211 +34%
CFB
99
Cullen/Frost Bankers
Texas
$97K
BFC
100
Bedel Financial Consulting
Indiana
$93K

GUNR Hedge Fund Activity: Q1 2020 in Review

139 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2020, worth a combined $2.68B — down 48% from $5.13B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of GUNR and 19 opened new positions — a net loss of 20 holders — while 71 trimmed existing stakes and 28 added.

The largest buyer was Susquehanna International Group, adding an estimated $14.9M. The largest seller was Northern Trust, cutting an estimated $448M.

  • 139 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2020, down from 163 in Q4 2019.
  • Funds reported $2.68B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2020, down 48% quarter-over-quarter.
  • 19 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2020 and 39 closed out, a net change of -20 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $14.9M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2020 was Northern Trust, an estimated $448M sold.

Based on aggregated 13F filings for Q1 2020.