We are live on ! Find out more
GUNR icon

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
NFC
126
Northeast Financial Consultants
Connecticut
$217K +$214K +6,000 New
3LCM
127
3D/L Capital Management
Connecticut
$215K +$212K +5,948 New
IP
128
Investment Partners
Ohio
$209K +$206K +5,778 New
PIA
129
Perennial Investment Advisors
California
$203K +$200K +5,610 New
LGWM
130
Litman Gregory Wealth Management
California
$167K -$2.76M -77,695 -94%
SFS
131
Sowell Financial Services
Arkansas
$158K +$54.3K +1,526 +62%
BFC
132
Bedel Financial Consulting
Indiana
$150K
POIA
133
Pin Oak Investment Advisors
Texas
$143K
AP
134
Advisors Preferred
Maryland
$123K +$120K +3,366 New
Daiwa Securities Group
135
Daiwa Securities Group
Japan
$119K +$3.56K +100 +3%
PFGIA
136
Patriot Financial Group Insurance Agency
Massachusetts
$93K +$21.8K +612 +31%
LFG
137
Larson Financial Group
Missouri
$83K -$3.42K -96 -4%
PCIG
138
Partners Capital Investment Group
Massachusetts
$80K +$78.9K +2,218 New
Fifth Third Bancorp
139
Fifth Third Bancorp
Ohio
$74K +$15.8K +445 +28%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$70K
WT
141
Whittier Trust
California
$63K -$204K -5,746 -77%
William Blair & Company
142
William Blair & Company
Illinois
$58K -$2.67K -75 -4%
EDRH
143
Edmond de Rothschild Holding
Switzerland
$58K +$56.9K +1,600 New
JFGIW
144
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$55K +$53.8K +1,512 New
FFC
145
First Financial Corp
Indiana
$54K
OIA
146
Optimum Investment Advisors
Illinois
$44K
Deutsche Bank
147
Deutsche Bank
Germany
$44K +$43.6K +1,226 New
LB
148
Legacy Bridge
Iowa
$43K
RTC
149
Riverview Trust Company
Washington
$41K
US Bancorp
150
US Bancorp
Minnesota
$40K +$31.7K +891 +400%

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.