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FlexShares Global Upstream Natural Resources Index Fund

175 hedge funds and large institutions have $4.21B invested in FlexShares Global Upstream Natural Resources Index Fund in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

35% more capital invested

Capital invested by funds: $3.11B → $4.21B (+$1.1B)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

23% more funds holding

Funds holding: 142175 (+33)

1.05% more ownership

Funds ownership: 89.03%90.08% (+1.1%)

Holders
175
Holders Change
+33
Holders Change %
+23.24%
% of All Funds
3.07%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.37%
New
43
Increased
58
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
76
Cedar Wealth Management
California
$797K +$5.23K +147 +0.7%
WB
77
WesBanco Bank
West Virginia
$788K +$775K +21,781 New
MFAM
78
M Financial Asset Management
Oregon
$755K +$4.2K +118 +0.6%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$748K -$33.5K -941 -4%
NB
80
Nicolet Bankshares
Wisconsin
$734K -$79K -2,221 -10%
CM
81
Columbus Macro
Pennsylvania
$722K +$710K +19,940 New
EIA
82
Eldridge Investment Advisors
New Hampshire
$722K +$710K +19,950 New
IBOK
83
Independence Bank of Kentucky
Kentucky
$650K +$144K +4,050 +29%
Citadel Advisors
84
Citadel Advisors
Florida
$611K -$1.27M -35,576 -68%
Creative Planning
85
Creative Planning
Kansas
$589K +$22.5K +632 +4%
RJA
86
Raymond James & Associates
Florida
$577K +$59.2K +1,664 +12%
PHS
87
Pekin Hardy Strauss
Illinois
$573K +$563K +15,835 New
EWMCB
88
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$572K +$562K +15,799 New
RTS
89
Round Table Services
New Jersey
$568K +$8.9K +250 +2%
GRP
90
Global Retirement Partners
California
$561K +$552K +15,507 New
KCM
91
Kendall Capital Management
Maryland
$557K +$29.5K +829 +6%
Stifel Financial
92
Stifel Financial
Missouri
$537K +$74.4K +2,090 +16%
OIA
93
OneDigital Investment Advisors
Kansas
$532K
WCM
94
Wealthcare Capital Management
Virginia
$493K +$485K +13,633 New
ABC
95
Associated Banc-Corp
Wisconsin
$480K +$758K +21,305 New
TI
96
Tidal Investments
Wisconsin
$469K
DAS
97
Dynamic Advisor Solutions
Arizona
$457K -$177K -4,973 -28%
LFS
98
Legacy Financial Strategies
Kansas
$457K
Commonwealth Equity Services
99
Commonwealth Equity Services
Massachusetts
$454K +$3.7K +104 +0.8%
GT
100
Glenmede Trust
Pennsylvania
$449K +$192K +5,385 +77%

GUNR Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2021, worth a combined $4.21B — up 35% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new GUNR positions and 8 closed out — a net gain of 35 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Northern Trust, adding an estimated $517M. The largest seller was MD Financial Management, cutting an estimated $8.71M.

  • 175 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2021, up from 142 in Q4 2020.
  • Funds reported $4.21B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2021, up 35% quarter-over-quarter.
  • 43 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2021 and 8 closed out, a net change of +35 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2021 was Northern Trust, an estimated $517M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2021 was MD Financial Management, an estimated $8.71M sold.

Based on aggregated 13F filings for Q1 2021.