FlexShares Global Upstream Natural Resources Index Fund
GUNR
99 hedge funds and large institutions have $4.91B invested in FlexShares Global Upstream Natural Resources Index Fund in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 14 closing their positions.
93% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 14
67% more funds holding in top 10
Funds holding in top 10: 9 → 15 (+6)
24% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 21
15% more funds holding
Funds holding: 86 → 99 (+13)
13% more capital invested
Capital invested by funds: $4.36B → $4.91B (+$548M)
0.48% more ownership
Funds ownership: 94.62% → 95.1% (+0.48%)
Top Buyers
| 1 |
Northern Trust
Chicago,
Illinois
|
+$121M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.1M |
| 3 |
UB
UMB Bank
Kansas City,
Missouri
|
+$4.34M |
| 4 |
HBT
Hills Bank & Trust
North Liberty,
Iowa
|
+$4.31M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
+$4.11M |
Top Sellers
| 1 |
QI
QS Investors
New York
|
-$97.3M |
| 2 |
MWP
Moller Wealth Partners
|
-$13.2M |
| 3 |
TAT
TD Ameritrade Trust
Denver,
Colorado
|
-$7.06M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$5.44M |
| 5 |
CWM
Cedar Wealth Management
Walnut Creek,
California
|
-$3.06M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAT
101
TD Ameritrade Trust
Denver,
Colorado
| – | -$7.06M | -222,896 | Closed |
|
102
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$2.01M | -64,560 | Closed |
|
103
Jane Street
New York
| – | -$1.53M | -49,096 | Closed |
|
|
RFS
104
Rockefeller Financial Services
New York
| – | -$514K | -16,500 | Closed |
|
|
CFB
105
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$234K | -7,500 | Closed |
|
|
BF
106
BOK Financial
Tulsa,
Oklahoma
| – | -$180K | -5,795 | Closed |
|
107
BlackRock
New York
| – | -$64K | -2,056 | Closed |
|
108
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$45K | -1,455 | Closed |
|
|
GWA
109
Guidant Wealth Advisors
Palatine,
Illinois
| – | -$38K | -1,230 | Closed |
|
|
IP
110
Isthmus Partners
Madison,
Wisconsin
| – | -$20K | -630 | Closed |
|
111
SEI Investments
Oaks,
Pennsylvania
| – | -$13K | -426 | Closed |
|
|
EWM
112
Evercore Wealth Management
New York
| – | -$12K | -378 | Closed |
|
113
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$10K | -320 | Closed |
|
GUNR Hedge Fund Activity: Q4 2017 in Review
99 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2017, worth a combined $4.91B — up 13% from $4.36B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new GUNR positions and 14 closed out — a net gain of 13 holders — while 26 added to existing stakes and 21 trimmed.
The largest buyer was Northern Trust, adding an estimated $121M. The largest seller was QS Investors, exiting entirely with an estimated $97.3M sold.
- 99 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2017, up from 86 in Q3 2017.
- Funds reported $4.91B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2017, up 13% quarter-over-quarter.
- 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2017 and 14 closed out, a net change of +13 holders.
- The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2017 was Northern Trust, an estimated $121M added.
- The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2017 was QS Investors, an estimated $97.3M sold.
Based on aggregated 13F filings for Q4 2017.