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FlexShares Global Upstream Natural Resources Index Fund
GUNR

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: 163 → 139 (-24)

44% less funds holding in top 10

Funds holding in top 10: 18 → 10 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.9M
2
MWP
Moller Wealth Partners
+$12.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.49M
4
HT
HAP Trading
New York
+$8.4M
5
PFA
Pure Financial Advisors
California
+$6.42M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$448M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$426M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
-$39M
4
VA
Valmark Advisers
Ohio
-$25.6M
5
LSAG
Lake Street Advisors Group
New Hampshire
-$17.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
126
EPG Wealth Management
Georgia
$7K -$15.3K -529 -63%
APA
127
American Portfolios Advisors
New York
$6.76K -$20.3K -700 -70%
ASN
128
Advisory Services Network
Georgia
$6K – – –
SBL
129
Sargent Bickham Lagudis
Colorado
$5K +$87 +3 +1%
DI
130
Disciplined Investments
Oklahoma
$4K – – –
IA
131
IFP Advisors
Florida
$4K +$3.53K +122 +339%
KFI
132
Key Financial Inc
Pennsylvania
$4K +$4.54K +157 New
NFG
133
Next Financial Group
Texas
$3K -$29 -1 -0.9%
FHA
134
Flagship Harbor Advisors
Massachusetts
$3K – – –
AW
135
Avion Wealth
Texas
$3K +$4.17K +144 New
AF
136
Advisornet Financial
Minnesota
$2K -$8.48K -293 -78%
WAP
137
Wealthcare Advisory Partners
Pennsylvania
$2K -$1.48K -51 -36%
CHA
138
Carmichael Hill & Associates
Maryland
$1K – – –
PWPCM
139
Perella Weinberg Partners Capital Management
New York
– -$39M -1,162,573 Closed
MPM
140
Meritage Portfolio Management
Kansas
– -$10.9M -326,080 Closed
CAI
141
Capital Advisors Inc
Oklahoma
– -$5.17M -154,051 Closed
BEC
142
Blue Edge Capital
Virginia
– -$2.52M -75,063 Closed
KWM
143
Kingsview Wealth Management
Oregon
– -$1.9M -56,760 Closed
SC
144
Steph & Co
Wisconsin
– -$1.4M -41,814 Closed
Renaissance Technologies
145
Renaissance Technologies
New York
– -$1.3M -38,904 Closed
UCFA
146
United Capital Financial Advisors
Texas
– -$1.1M -32,721 Closed
Truist Financial
147
Truist Financial
North Carolina
– -$896K -26,719 Closed
CBT
148
Capital Bank & Trust
California
– -$640K -19,087 Closed
ARIS
149
Advanced Research Investment Solutions
California
– -$607K -18,098 Closed
HighTower Advisors
150
HighTower Advisors
Illinois
– -$441K -13,146 Closed
4 5
6
7 8

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.