We are live on ! Find out more
GUNR icon

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
CT
126
Caldwell Trust
Florida
$93.9K +$89.1K +2,800 New
ACM
127
Allred Capital Management
Texas
$76.5K +$72.7K +2,283 New
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$70K
PFGIA
129
Patriot Financial Group Insurance Agency
Massachusetts
$58K +$54.9K +1,725 New
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$55K +$52.2K +1,641 New
TFO
131
Tarbox Family Office
California
$50K -$27.2K -855 -36%
FFC
132
First Financial Corp
Indiana
$50K
GTAM
133
Global Trust Asset Management
Florida
$47K -$5.89K -185 -12%
OIA
134
Optimum Investment Advisors
Illinois
$41K -$39.8K -1,249 -51%
LB
135
Legacy Bridge
Iowa
$40K
APA
136
American Portfolios Advisors
New York
$33.5K -$31.8K -1,000 -50%
AA
137
Advisory Alpha
Michigan
$32.1K
RIA
138
Realta Investment Advisors
Delaware
$30K
TRCT
139
Tower Research Capital (TRC)
New York
$29K +$27.6K +866 New
TSW
140
Thompson Siegel & Walmsley
Virginia
$28K +$16.6K +522 +172%
EWM
141
EPG Wealth Management
Georgia
$28K +$26.7K +840 New
HNB
142
Huntington National Bank
Ohio
$27K
GT
143
Glenmede Trust
Pennsylvania
$24K
TL
144
TrueWealth LLC
Georgia
$20K -$4.52K -142 -20%
WWM
145
Willingdon Wealth Management
North Carolina
$20K
SFS
146
Sowell Financial Services
Arkansas
$16K
AF
147
Advisornet Financial
Minnesota
$13K +$9.33K +293 +353%
M
148
MOTCO
Texas
$11K +$10.3K +322 New
Kayne Anderson Rudnick Investment Management
149
Kayne Anderson Rudnick Investment Management
California
$10K +$4.11K +129 +73%
ASN
150
Advisory Services Network
Georgia
$9K

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.