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FlexShares Global Upstream Natural Resources Index Fund
GUNR

139 hedge funds and large institutions have $4.71B invested in FlexShares Global Upstream Natural Resources Index Fund in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 45 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 23

18% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 38

12% more funds holding in top 10

Funds holding in top 10: 17 → 19 (+2)

6% more funds holding

Funds holding: 131 → 139 (+8)

0.35% less ownership

Funds ownership: 94.9% → 94.54% (-0.35%)

14% less capital invested

Capital invested by funds: $5.49B → $4.71B (-$785M)

Holders
139
Holders Change
+8
Holders Change %
+6.11%
% of All Funds
3.1%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.42%
New
31
Increased
45
Reduced
38
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.6M
2
Citadel Advisors
Citadel Advisors
Florida
+$15.2M
3
PWPCM
Perella Weinberg Partners Capital Management
New York
+$14.6M
4
CNC
Citizens & Northern Corp
Pennsylvania
+$8.65M
5
UBS Group
UBS Group
Switzerland
+$7.22M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$93.3M
2
JMPWA
JP Morgan Private Wealth Advisors
California
-$20.9M
3
Jane Street
Jane Street
New York
-$15.1M
4
UB
UMB Bank
Missouri
-$11.7M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$10.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFWA
151
RPg Family Wealth Advisory
Massachusetts
– -$163K -4,830 Closed
OIA
152
OneDigital Investment Advisors
Kansas
– -$120K -3,550 Closed
WWM
153
Willingdon Wealth Management
North Carolina
– -$92K -2,714 Closed
CAG
154
Csenge Advisory Group
Florida
– -$69K -2,229 Closed
PAMG
155
Patton Albertson Miller Group
Tennessee
– -$45K -1,450 Closed
GI
156
Gradient Investments
Minnesota
– -$37K -1,087 Closed
AA
157
Ancora Advisors
Ohio
– -$16K -460 Closed
WAM
158
Wealthspire Advisors (Maryland)
Maryland
– -$13K -396 Closed
IFA
159
Interactive Financial Advisors
Illinois
– -$6K -177 Closed
FC
160
Ferris Capital
Massachusetts
– -$2K -63 Closed
RWA
161
Ropes Wealth Advisors
Massachusetts
– -$2K -57 Closed
AWM
162
Avior Wealth Management
Nebraska
– -$1K -25 Closed
3 4 5 6
7

GUNR Hedge Fund Activity: Q4 2018 in Review

139 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2018, worth a combined $4.71B — down 14% from $5.49B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new GUNR positions and 23 closed out — a net gain of 8 holders — while 45 added to existing stakes and 38 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $50.6M. The largest seller was Northern Trust, cutting an estimated $93.3M.

  • 139 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2018, up from 131 in Q3 2018.
  • Funds reported $4.71B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2018, down 14% quarter-over-quarter.
  • 31 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2018 and 23 closed out, a net change of +8 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2018 was Fidelity Investments, an estimated $50.6M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2018 was Northern Trust, an estimated $93.3M sold.

Based on aggregated 13F filings for Q4 2018.