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FlexShares Global Upstream Natural Resources Index Fund
GUNR

128 hedge funds and large institutions have $5.44B invested in FlexShares Global Upstream Natural Resources Index Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

76% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 29

11% more funds holding

Funds holding: 115 → 128 (+13)

8% more capital invested

Capital invested by funds: $5.04B → $5.44B (+$405M)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

0.2% more ownership

Funds ownership: 94.45% → 94.65% (+0.2%)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
2.93%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.39%
New
21
Increased
51
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$123M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.3M
3
CAI
Capital Advisors Inc
Oklahoma
+$12.4M
4
MFM
MD Financial Management
Ontario, Canada
+$8.34M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$7.12M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.74M
2
VA
Valmark Advisers
Ohio
-$2.73M
3
COI
Connable Office Inc
Michigan
-$1.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$897K
5
WT
Whittier Trust
California
-$579K
Name Holding Trade Value Shares
Change 		Change in
Stake
JA
101
JOYN Advisors
Georgia
$43K -$89.5K -2,622 -68%
Manulife (Manufacturers Life Insurance)
102
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$41K +$34.5K +1,009 +515%
APA
103
American Portfolios Advisors
New York
$38.1K +$34.1K +1,000 +813%
TL
104
TrueWealth LLC
Georgia
$37K – – –
BlackRock
105
BlackRock
New York
$31K – – –
CBT
106
Capital Bank & Trust
California
$29K – – –
DBT
107
Dubuque Bank & Trust
Iowa
$27K – – –
S
108
SignatureFD
Georgia
$26K – – –
IA
109
IFP Advisors
Florida
$26K +$22.1K +646 +525%
GT
110
Glenmede Trust
Pennsylvania
$24K – – –
PW
111
Price Wealth
Texas
$20K +$20.6K +602 New
AA
112
Apriem Advisors
California
$18K +$18.3K +537 New
AWA
113
Acorn Wealth Advisors
Michigan
$15K – – –
BWM
114
BerganKDV Wealth Management
Minnesota
$15K +$14.8K +434 New
WAM
115
Wealthspire Advisors (Maryland)
Maryland
$13K – – –
MGIA
116
Moneta Group Investment Advisors
Missouri
$13K +$13.5K +396 New
ASN
117
Advisory Services Network
Georgia
$11K +$546 +16 +5%
IFA
118
Interactive Financial Advisors
Illinois
$7K – – –
SBL
119
Sargent Bickham Lagudis
Colorado
$7K +$68 +2 +1%
BCA
120
Bay Colony Advisors
Massachusetts
$7K +$7.38K +216 New
FHA
121
Flagship Harbor Advisors
Massachusetts
$5K +$5.29K +155 New
CAPTRUST Financial Advisors
122
CAPTRUST Financial Advisors
North Carolina
$4K +$4.1K +120 New
ADL
123
Asset Dedication LLC
California
$3K – – –
RWA
124
Ropes Wealth Advisors
Massachusetts
$2K -$4.27K -125 -69%
FC
125
Ferris Capital
Massachusetts
$2K – – –
2 3 4
5
6

GUNR Hedge Fund Activity: Q2 2018 in Review

128 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2018, worth a combined $5.44B — up 8% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GUNR positions and 8 closed out — a net gain of 13 holders — while 51 added to existing stakes and 29 trimmed.

The largest buyer was Northern Trust, adding an estimated $123M. The largest seller was Royal Bank of Canada, cutting an estimated $2.74M.

  • 128 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2018, up from 115 in Q1 2018.
  • Funds reported $5.44B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2018, up 8% quarter-over-quarter.
  • 21 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2018 and 8 closed out, a net change of +13 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2018 was Northern Trust, an estimated $123M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2018.