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FlexShares Global Upstream Natural Resources Index Fund
GUNR

143 hedge funds and large institutions have $5.37B invested in FlexShares Global Upstream Natural Resources Index Fund in 2019 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 51 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 42

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

14% more capital invested

Capital invested by funds: $4.71B → $5.37B (+$663M)

3% more funds holding

Funds holding: 139 → 143 (+4)

0.93% more ownership

Funds ownership: 94.54% → 95.48% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 19 → 19 (0)

Holders
143
Holders Change
+4
Holders Change %
+2.88%
% of All Funds
3.1%
Holding in Top 10
19
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.41%
New
31
Increased
51
Reduced
42
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$60.1M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$31.9M
3
MWP
Moller Wealth Partners
+$14.6M
4
FTI
Fiduciary Trust International
Massachusetts
+$7.58M
5
WB
WesBanco Bank
West Virginia
+$5.98M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$14.2M
2
Jane Street
Jane Street
New York
-$10.1M
3
CAI
Capital Advisors Inc
Oklahoma
-$5.18M
4
VA
Valmark Advisers
Ohio
-$3M
5
Morgan Stanley
Morgan Stanley
New York
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
PW
126
Price Wealth
Texas
$20K +$3.41K +107 +21%
PA
127
Parallel Advisors
California
$20K +$19.2K +602 New
BWM
128
BerganKDV Wealth Management
Minnesota
$14K – – –
TVWM
129
Tower View Wealth Management
Wisconsin
$13K – – –
SEI Investments
130
SEI Investments
Pennsylvania
$12K +$19.6K +616 New
ASN
131
Advisory Services Network
Georgia
$9K – – –
TRCT
132
Tower Research Capital (TRC)
New York
$9K +$9.25K +290 New
WAM
133
Wealthspire Advisors (Maryland)
Maryland
$8K +$8.23K +258 New
SBL
134
Sargent Bickham Lagudis
Colorado
$7K +$64 +2 +1%
Barclays
135
Barclays
United Kingdom
$5K – – –
FHA
136
Flagship Harbor Advisors
Massachusetts
$5K – – –
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$5K +$5.1K +160 New
CAPTRUST Financial Advisors
139
CAPTRUST Financial Advisors
North Carolina
$4K – – –
ADL
140
Asset Dedication LLC
California
$3K – – –
FHB
141
First Hawaiian Bank
Hawaii
$1K +$957 +30 New
GT
142
Glenmede Trust
Pennsylvania
$23 -$156K -4,902 -87%
Citadel Advisors
143
Citadel Advisors
Florida
– -$14.2M -483,919 Closed
Millennium Management
144
Millennium Management
New York
– -$891K -30,445 Closed
CPIG
145
Chicago Partners Investment Group
Illinois
– -$796K -25,682 Closed
JPG
146
Jordan Park Group
California
– -$668K -22,803 Closed
EPA
147
Element Pointe Advisors
Florida
– -$569K -19,435 Closed
CAN
148
Cetera Advisor Networks
California
– -$519K -17,683 Closed
Bank of New York Mellon
149
Bank of New York Mellon
New York
– -$509K -17,370 Closed
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
– -$458K -15,637 Closed
3 4 5
6
7

GUNR Hedge Fund Activity: Q1 2019 in Review

143 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2019, worth a combined $5.37B — up 14% from $4.71B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new GUNR positions and 26 closed out — a net gain of 5 holders — while 51 added to existing stakes and 42 trimmed.

The largest buyer was Northern Trust, adding an estimated $60.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $14.2M sold.

  • 143 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2019, up from 139 in Q4 2018.
  • Funds reported $5.37B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2019, up 14% quarter-over-quarter.
  • 31 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2019 and 26 closed out, a net change of +5 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2019 was Northern Trust, an estimated $60.1M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2019 was Citadel Advisors, an estimated $14.2M sold.

Based on aggregated 13F filings for Q1 2019.