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FlexShares Global Upstream Natural Resources Index Fund

175 hedge funds and large institutions have $4.21B invested in FlexShares Global Upstream Natural Resources Index Fund in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

35% more capital invested

Capital invested by funds: $3.11B → $4.21B (+$1.1B)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

23% more funds holding

Funds holding: 142175 (+33)

1.05% more ownership

Funds ownership: 89.03%90.08% (+1.1%)

Holders
175
Holders Change
+33
Holders Change %
+23.24%
% of All Funds
3.07%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.37%
New
43
Increased
58
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
101
Osaic Holdings
Arizona
$444K +$119K +3,337 +38%
PFBT
102
Parkside Financial Bank & Trust
Missouri
$415K +$408K +11,472 New
BTWM
103
Baker Tilly Wealth Management
Wisconsin
$413K +$6.19K +174 +2%
WPA
104
Winning Points Advisors
Florida
$383K
WAS
105
Wealth Advisory Solutions
Indiana
$383K +$377K +10,586 New
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$364K -$33.6K -945 -9%
WDL
107
Well Done LLC
Michigan
$341K
KWM
108
Kingsview Wealth Management
Oregon
$340K +$35.6K +1,001 +12%
Rockefeller Capital Management
109
Rockefeller Capital Management
New York
$337K +$301K +8,471 +971%
PA
110
Pinnacle Associates
New York
$336K -$18K -505 -5%
JP Morgan Chase
111
JP Morgan Chase
New York
$306K +$185K +5,206 +161%
NGA
112
Naples Global Advisors
Florida
$297K
CB
113
CNB Bank
Pennsylvania
$295K -$14.4K -406 -5%
SFA
114
Sequoia Financial Advisors
Ohio
$290K
MC
115
Moors & Cabot
Massachusetts
$289K -$31.2K -876 -10%
WT
116
Washington Trust
Rhode Island
$285K
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$257K -$29.7K -834 -11%
CGFA
118
Colton Groome Financial Advisors
North Carolina
$251K -$67.5K -1,897 -21%
KIA
119
KCM Investment Advisors
California
$251K
HIM
120
Hanlon Investment Management
New Jersey
$241K +$237K +6,653 New
LNC
121
Lincoln National Corp
Pennsylvania
$239K +$235K +6,612 New
FTS
122
Fifth Third Securities
Ohio
$231K +$227K +6,368 New
Cerity Partners
123
Cerity Partners
New York
$230K
SPC
124
Sigma Planning Corp
Michigan
$229K -$319K -8,957 -59%
PFS
125
Prospera Financial Services
Texas
$223K +$219K +6,155 New

GUNR Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2021, worth a combined $4.21B — up 35% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new GUNR positions and 8 closed out — a net gain of 35 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Northern Trust, adding an estimated $517M. The largest seller was MD Financial Management, cutting an estimated $8.71M.

  • 175 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2021, up from 142 in Q4 2020.
  • Funds reported $4.21B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2021, up 35% quarter-over-quarter.
  • 43 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2021 and 8 closed out, a net change of +35 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2021 was Northern Trust, an estimated $517M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2021 was MD Financial Management, an estimated $8.71M sold.

Based on aggregated 13F filings for Q1 2021.