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FlexShares Global Upstream Natural Resources Index Fund
GUNR

131 hedge funds and large institutions have $5.49B invested in FlexShares Global Upstream Natural Resources Index Fund in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 16

2% more funds holding

Funds holding: 128 → 131 (+3)

1% more capital invested

Capital invested by funds: $5.44B → $5.49B (+$49.9M)

0.25% more ownership

Funds ownership: 94.65% → 94.9% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 17 → 17 (0)

5% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 43

Holders
131
Holders Change
+3
Holders Change %
+2.34%
% of All Funds
2.99%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.39%
New
21
Increased
41
Reduced
43
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWPCM
Perella Weinberg Partners Capital Management
New York
+$45.2M
2
Jane Street
Jane Street
New York
+$23.8M
3
Northern Trust
Northern Trust
Illinois
+$11.3M
4
MFM
MD Financial Management
Ontario, Canada
+$4.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$4.48M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.5M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$6.72M
3
Ameriprise
Ameriprise
Minnesota
-$4.43M
4
LSAG
Lake Street Advisors Group
New Hampshire
-$2.38M
5
LPL Financial
LPL Financial
California
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFC
101
First Financial Corp
Indiana
$50K – – –
GTAM
102
Global Trust Asset Management
Florida
$46K – – –
PAMG
103
Patton Albertson Miller Group
Tennessee
$45K +$48.3K +1,450 New
JA
104
JOYN Advisors
Georgia
$43K – – –
IBOK
105
Independence Bank of Kentucky
Kentucky
$39K +$38.2K +1,145 New
TL
106
TrueWealth LLC
Georgia
$37K – – –
GI
107
Gradient Investments
Minnesota
$37K +$36.2K +1,087 New
Bessemer Group
108
Bessemer Group
New Jersey
$31K -$83.1K -2,493 -73%
BlackRock
109
BlackRock
New York
$31K – – –
CBT
110
Capital Bank & Trust
California
$28K – – –
DBT
111
Dubuque Bank & Trust
Iowa
$26K – – –
PW
112
Price Wealth
Texas
$20K – – –
AA
113
Ancora Advisors
Ohio
$16K +$15.3K +460 New
LWA
114
Lenox Wealth Advisors
New York
$16K +$16.2K +486 New
BWM
115
BerganKDV Wealth Management
Minnesota
$15K – – –
WAM
116
Wealthspire Advisors (Maryland)
Maryland
$13K – – –
TVWM
117
Tower View Wealth Management
Wisconsin
$13K +$12.9K +388 New
Citigroup
118
Citigroup
New York
$12K +$11.8K +354 New
IA
119
IFP Advisors
Florida
$9K -$16.7K -500 -65%
ASN
120
Advisory Services Network
Georgia
$9K -$2.23K -67 -20%
SBL
121
Sargent Bickham Lagudis
Colorado
$7K +$67 +2 +1%
IFA
122
Interactive Financial Advisors
Illinois
$6K -$933 -28 -14%
FHA
123
Flagship Harbor Advisors
Massachusetts
$5K – – –
WAP
124
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.7K +141 New
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$4K – – –
2 3 4
5
6

GUNR Hedge Fund Activity: Q3 2018 in Review

131 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2018, worth a combined $5.49B — up 0.92% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GUNR positions and 16 closed out — a net gain of 5 holders — while 41 added to existing stakes and 43 trimmed.

The largest buyer was Perella Weinberg Partners Capital Management, adding an estimated $45.2M. The largest seller was Fidelity Investments, cutting an estimated $23.5M.

  • 131 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2018, up from 128 in Q2 2018.
  • Funds reported $5.49B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2018, up 0.92% quarter-over-quarter.
  • 21 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2018 and 16 closed out, a net change of +5 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2018 was Perella Weinberg Partners Capital Management, an estimated $45.2M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2018 was Fidelity Investments, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2018.