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FlexShares Global Upstream Natural Resources Index Fund

147 hedge funds and large institutions have $5.14B invested in FlexShares Global Upstream Natural Resources Index Fund in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1% more funds holding

Funds holding: 145147 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0.9% less ownership

Funds ownership: 95.28%94.38% (-0.9%)

5% less capital invested

Capital invested by funds: $5.41B → $5.14B (-$277M)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
3.22%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
24
Increased
42
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
101
Kendall Capital Management
Maryland
$223K -$10.9K -344 -5%
Daiwa Securities Group
102
Daiwa Securities Group
Japan
$221K +$25.3K +800 +13%
KIA
103
KCM Investment Advisors
California
$216K
FNBT
104
FineMark National Bank & Trust
Florida
$214K +$217K +6,854 New
DWT
105
Dorsey & Whitney Trust
South Dakota
$206K +$209K +6,600 New
AWM
106
AE Wealth Management
Kansas
$206K +$209K +6,605 New
WPA
107
West Paces Advisors
Georgia
$195K -$20.5K -648 -9%
William Blair & Company
108
William Blair & Company
Illinois
$178K -$38.8K -1,225 -18%
MA
109
MUFG Americas
New York
$168K
HNB
110
Huntington National Bank
Ohio
$152K
POIA
111
Pin Oak Investment Advisors
Texas
$136K -$76.7K -2,420 -36%
CFB
112
Cullen/Frost Bankers
Texas
$134K
Citigroup
113
Citigroup
New York
$111K
WT
114
Whittier Trust
California
$106K
BFC
115
Bedel Financial Consulting
Indiana
$103K +$105K +3,305 New
GWA
116
Guidant Wealth Advisors
Illinois
$96K
S
117
SignatureFD
Georgia
$90K
AG
118
Advisor Group
Arizona
$87K -$23.1K -730 -21%
OIA
119
Optimum Investment Advisors
Illinois
$77K +$5.23K +165 +7%
TFO
120
Tarbox Family Office
California
$73K -$374K -11,789 -83%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$70K
APA
122
American Portfolios Advisors
New York
$62.3K
APW
123
Acima Private Wealth
Virginia
$56K +$57.4K +1,811 New
GTAM
124
Global Trust Asset Management
Florida
$49K
FFC
125
First Financial Corp
Indiana
$46K

GUNR Hedge Fund Activity: Q3 2019 in Review

147 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2019, worth a combined $5.14B — down 5.1% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new GUNR positions and 21 closed out — a net gain of 3 holders — while 42 added to existing stakes and 52 trimmed.

The largest buyer was Valmark Advisers, adding an estimated $59.7M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $44M.

  • 147 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2019, up from 145 in Q2 2019.
  • Funds reported $5.14B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2019, down 5.1% quarter-over-quarter.
  • 24 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2019 and 21 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2019 was Valmark Advisers, an estimated $59.7M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2019 was Perella Weinberg Partners Capital Management, an estimated $44M sold.

Based on aggregated 13F filings for Q3 2019.