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FlexShares Global Upstream Natural Resources Index Fund

139 hedge funds and large institutions have $2.68B invested in FlexShares Global Upstream Natural Resources Index Fund in 2020 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 71 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.08% less ownership

Funds ownership: 92.98%88.89% (-4.1%)

15% less funds holding

Funds holding: 163139 (-24)

44% less funds holding in top 10

Funds holding in top 10: 1810 (-8)

48% less capital invested

Capital invested by funds: $5.13B → $2.68B (-$2.45B)

51% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 39

61% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 71

Holders
139
Holders Change
-24
Holders Change %
-14.72%
% of All Funds
3.06%
Holding in Top 10
10
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-44.44%
% of All Funds
0.22%
New
19
Increased
28
Reduced
71
Closed
39
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
POIA
101
Pin Oak Investment Advisors
Texas
$89K -$11.8K -408 -9%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$86K -$150K -5,177 -58%
WT
103
Whittier Trust
California
$77K
OPS
104
Orion Portfolio Solutions
Nebraska
$70K -$60.8K -2,102 -40%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$70K
CT
106
Caldwell Trust
Florida
$63.1K
S
107
SignatureFD
Georgia
$50K -$17.5K -604 -21%
CYG
108
Clean Yield Group
Vermont
$45K +$57.9K +2,000 New
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$39K
FFC
110
First Financial Corp
Indiana
$33K
AT
111
Arden Trust
Delaware
$30K +$39.1K +1,352 New
LB
112
Legacy Bridge
Iowa
$27K
OIA
113
Optimum Investment Advisors
Illinois
$27K
GT
114
Glenmede Trust
Pennsylvania
$24K
Rockefeller Capital Management
115
Rockefeller Capital Management
New York
$20K -$22.2K -769 -47%
HNB
116
Huntington National Bank
Ohio
$18K
KPW
117
Kore Private Wealth
New York
$18K +$23.3K +807 New
LS
118
Leelyn Smith
Illinois
$13K -$36.6K -1,264 -69%
TL
119
TrueWealth LLC
Georgia
$13K
SFS
120
Sowell Financial Services
Arkansas
$11K
EW
121
Evoke Wealth
California
$10.8K +$13.9K +480 New
BWA
122
BDO Wealth Advisors
Florida
$10K +$12.8K +443 New
SF
123
Synovus Financial
Georgia
$10K +$12.8K +443 New
AA
124
Advisory Alpha
Michigan
$8.7K -$17.7K -611 -64%
TRCT
125
Tower Research Capital (TRC)
New York
$7K -$16.4K -566 -65%

GUNR Hedge Fund Activity: Q1 2020 in Review

139 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2020, worth a combined $2.68B — down 48% from $5.13B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of GUNR and 19 opened new positions — a net loss of 20 holders — while 71 trimmed existing stakes and 28 added.

The largest buyer was Susquehanna International Group, adding an estimated $14.9M. The largest seller was Northern Trust, cutting an estimated $448M.

  • 139 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2020, down from 163 in Q4 2019.
  • Funds reported $2.68B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2020, down 48% quarter-over-quarter.
  • 19 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2020 and 39 closed out, a net change of -20 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2020 was Susquehanna International Group, an estimated $14.9M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2020 was Northern Trust, an estimated $448M sold.

Based on aggregated 13F filings for Q1 2020.