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FlexShares Global Upstream Natural Resources Index Fund
GUNR

142 hedge funds and large institutions have $3.11B invested in FlexShares Global Upstream Natural Resources Index Fund in 2020 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

31% more funds holding in top 10

Funds holding in top 10: 13 → 17 (+4)

14% more capital invested

Capital invested by funds: $2.71B → $3.11B (+$392M)

11% more funds holding

Funds holding: 128 → 142 (+14)

0.17% less ownership

Funds ownership: 89.19% → 89.03% (-0.17%)

9% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 46

Holders
142
Holders Change
+14
Holders Change %
+10.94%
% of All Funds
2.51%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
29
Increased
42
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
3AM
3EDGE Asset Management
Florida
+$22.9M
2
Morgan Stanley
Morgan Stanley
New York
+$9.52M
3
IA
IndexIQ Advisors
New York
+$8.5M
4
BCI
Brinker Capital Investments
Pennsylvania
+$6.02M
5
Wells Fargo
Wells Fargo
California
+$4.97M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$108M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.88M
3
RJA
Raymond James & Associates
Florida
-$7.85M
4
VA
Valmark Advisers
Ohio
-$7.65M
5
EWA
EP Wealth Advisors
California
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
76
Stifel Financial
Missouri
$415K -$9.12K -303 -2%
LFS
77
Legacy Financial Strategies
Kansas
$411K – – –
Commonwealth Equity Services
78
Commonwealth Equity Services
Massachusetts
$405K +$58.9K +1,955 +19%
SWM
79
SVA Wealth Management
Wisconsin
$380K +$352K +11,675 New
BTWM
80
Baker Tilly Wealth Management
Wisconsin
$366K +$339K +11,248 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$358K -$360K -11,943 -52%
WCFA
82
Walkner Condon Financial Advisors
Wisconsin
$352K +$28.6K +950 +10%
WPA
83
Winning Points Advisors
Florida
$344K – – –
CBT
84
Capital Bank & Trust
California
$338K +$312K +10,378 New
PA
85
Pinnacle Associates
New York
$319K -$24.8K -825 -8%
FTUS
86
Flow Traders U.S.
New York
$318K +$295K +9,786 New
CFO
87
CVA Family Office
Colorado
$317K +$4.52K +150 +2%
WDL
88
Well Done LLC
Michigan
$307K – – –
MC
89
Moors & Cabot
Massachusetts
$290K +$9.12K +303 +4%
Osaic Holdings
90
Osaic Holdings
Arizona
$289K -$206K -6,826 -43%
CGFA
91
Colton Groome Financial Advisors
North Carolina
$288K -$137K -4,554 -34%
CB
92
Community Bank
New York
$285K +$263K +8,750 New
CB
93
CNB Bank
Pennsylvania
$278K -$128K -4,256 -33%
KWM
94
Kingsview Wealth Management
Oregon
$269K -$1.15M -38,070 -82%
NGA
95
Naples Global Advisors
Florida
$267K -$160K -5,300 -39%
SFA
96
Sequoia Financial Advisors
Ohio
$261K -$71.3K -2,367 -23%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$258K -$6.2K -206 -3%
WT
98
Washington Trust
Rhode Island
$257K – – –
WT
99
Whittier Trust
California
$243K +$173K +5,746 +332%
GT
100
Glenmede Trust
Pennsylvania
$228K +$190K +6,303 +873%
2 3
4
5 6

GUNR Hedge Fund Activity: Q4 2020 in Review

142 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2020, worth a combined $3.11B — up 14% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new GUNR positions and 11 closed out — a net gain of 18 holders — while 42 added to existing stakes and 46 trimmed.

The largest buyer was 3EDGE Asset Management, opening a new position worth an estimated $22.9M. The largest seller was Northern Trust, cutting an estimated $108M.

  • 142 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2020, up from 128 in Q3 2020.
  • Funds reported $3.11B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2020, up 14% quarter-over-quarter.
  • 29 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2020 and 11 closed out, a net change of +18 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2020 was 3EDGE Asset Management, an estimated $22.9M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2020 was Northern Trust, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2020.