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FlexShares Global Upstream Natural Resources Index Fund

163 hedge funds and large institutions have $5.13B invested in FlexShares Global Upstream Natural Resources Index Fund in 2019 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 49 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

13% more funds holding in top 10

Funds holding in top 10: 1618 (+2)

11% more funds holding

Funds holding: 147163 (+16)

0% less capital invested

Capital invested by funds: $5.14B → $5.13B (-$1.12M)

1.4% less ownership

Funds ownership: 94.38%92.98% (-1.4%)

13% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 56

Holders
163
Holders Change
+16
Holders Change %
+10.88%
% of All Funds
3.21%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.35%
New
32
Increased
49
Reduced
56
Closed
14
Calls
$227K
Puts
Net Calls
+$227K
Net Calls Change
+$227K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
101
Creative Planning
Kansas
$314K -$192K -6,018 -39%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$301K -$113K -3,553 -28%
HCC
103
Hirtle Callaghan & Co
Pennsylvania
$282K
KCM
104
Kendall Capital Management
Maryland
$270K +$28.1K +881 +12%
DWT
105
Dorsey & Whitney Trust
South Dakota
$268K +$44.6K +1,400 +21%
Daiwa Securities Group
106
Daiwa Securities Group
Japan
$262K +$22.3K +700 +10%
FNBT
107
FineMark National Bank & Trust
Florida
$260K +$29.1K +914 +13%
CAM
108
Cresset Asset Management
Illinois
$243K
TSS
109
Two Sigma Securities
New York
$236K +$224K +7,051 New
KIA
110
KCM Investment Advisors
California
$233K
Ameriprise
111
Ameriprise
Minnesota
$227K -$73.1K -2,297 -25%
PSUF
112
People's United Financial
Connecticut
$226K +$214K +6,730 New
CFG
113
Cooper Financial Group
California
$207K +$197K +6,180 New
OPS
114
Orion Portfolio Solutions
Nebraska
$174K +$166K +5,201 New
MA
115
MUFG Americas
New York
$168K -$12.1K -380 -7%
DY
116
Dowling & Yahnke
California
$166K +$158K +4,949 New
WPA
117
West Paces Advisors
Georgia
$155K -$51.9K -1,630 -26%
POIA
118
Pin Oak Investment Advisors
Texas
$146K
CFB
119
Cullen/Frost Bankers
Texas
$145K
IFWM
120
Institute for Wealth Management
Colorado
$144K +$137K +4,295 New
BFC
121
Bedel Financial Consulting
Indiana
$139K +$26.4K +828 +25%
Citigroup
122
Citigroup
New York
$120K
WT
123
Whittier Trust
California
$114K
S
124
SignatureFD
Georgia
$95K -$1.18K -37 -1%
AG
125
Advisor Group
Arizona
$95K +$1.27K +40 +1%

GUNR Hedge Fund Activity: Q4 2019 in Review

163 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2019, worth a combined $5.13B — down 0.02% from $5.14B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new GUNR positions and 14 closed out — a net gain of 18 holders — while 49 added to existing stakes and 56 trimmed.

The largest buyer was Meritage Portfolio Management, opening a new position worth an estimated $10.4M. The largest seller was Northern Trust, cutting an estimated $395M.

  • 163 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2019, up from 147 in Q3 2019.
  • Funds reported $5.13B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2019, down 0.02% quarter-over-quarter.
  • 32 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2019 and 14 closed out, a net change of +18 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2019 was Meritage Portfolio Management, an estimated $10.4M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2019 was Northern Trust, an estimated $395M sold.

Based on aggregated 13F filings for Q4 2019.