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FlexShares Global Upstream Natural Resources Index Fund

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: 128131 (+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: 1717 (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
Name Holding Trade Value Shares
Change
Change in
Stake
ADL
126
Asset Dedication LLC
California
$3K
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +90 New
FC
128
Ferris Capital
Massachusetts
$2K
RWA
129
Ropes Wealth Advisors
Massachusetts
$2K
AWM
130
Avior Wealth Management
Nebraska
$1K
AssetMark Inc
131
AssetMark Inc
California
$1K +$633 +19 New
CCM
132
Chilton Capital Management
Texas
-$769K -22,700 Closed
EAMA
133
EFG Asset Management (Americas)
Florida
-$721K -21,269 Closed
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
-$451K -13,295 Closed
PCA
135
Personal Capital Advisors
California
-$369K -10,875 Closed
HighTower Advisors
136
HighTower Advisors
Illinois
-$317K -9,313 Closed
DWA
137
Douglass Winthrop Advisors
New York
-$289K -8,529 Closed
VC
138
Vestor Capital
Illinois
-$58K -1,707 Closed
TCOV
139
Trust Company of Vermont
Vermont
-$52K -1,521 Closed
Manulife (Manufacturers Life Insurance)
140
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$41K -1,205 Closed
GT
141
Glenmede Trust
Pennsylvania
-$24K -722 Closed
AA
142
Apriem Advisors
California
-$18K -537 Closed
AWA
143
Acorn Wealth Advisors
Michigan
-$15K -445 Closed
MGIA
144
Moneta Group Investment Advisors
Missouri
-$13K -396 Closed
BCA
145
Bay Colony Advisors
Massachusetts
-$7K -216 Closed
CF
146
Centaurus Financial
California
-$2K -55 Closed
Financial Engines Advisors
147
Financial Engines Advisors
California
-$1K -39 Closed

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.