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FlexShares Global Upstream Natural Resources Index Fund
GUNR

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: 16 → 18 (+2)

11% more funds holding

Funds holding: 147 → 163 (+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

Top Buyers

Rank Fund Capital Flow
1
MPM
Meritage Portfolio Management
Kansas
+$10.4M
2
MFM
MD Financial Management
Ontario, Canada
+$9.87M
3
CM
Columbus Macro
Pennsylvania
+$5.8M
4
FAAS
First Allied Advisory Services
California
+$5.57M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$395M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$7.58M
3
VA
Valmark Advisers
Ohio
-$5.46M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.82M
5
CAI
Capital Advisors Inc
Oklahoma
-$3.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
EI
151
Ellevest Inc
New York
$9K +$1.59K +50 +22%
JP Morgan Chase
152
JP Morgan Chase
New York
$8K -$15.8K -497 -66%
SBL
153
Sargent Bickham Lagudis
Colorado
$7K +$32 +1 +0.5%
DI
154
Disciplined Investments
Oklahoma
$6K +$5.57K +175 New
FHA
155
Flagship Harbor Advisors
Massachusetts
$5K – – –
WAP
156
Wealthcare Advisory Partners
Pennsylvania
$5K – – –
NFG
157
Next Financial Group
Texas
$4K +$3.66K +115 New
TFA
158
Tobias Financial Advisors
Florida
$4K +$3.92K +123 New
SWM
159
Sugarloaf Wealth Management
Georgia
$3K +$3.25K +102 New
CHA
160
Carmichael Hill & Associates
Maryland
$2K +$1.47K +46 New
PA
161
PSI Advisors
Florida
$2K +$2.8K +88 New
IA
162
IFP Advisors
Florida
$1K – – –
EWP
163
Engrave Wealth Partners
Texas
$1K +$1.18K +37 New
LS
164
Leelyn Smith
Illinois
$61 +$58.1K +1,825 New
CCMG
165
Clark Capital Management Group
Pennsylvania
– -$7.58M -243,361 Closed
FF
166
Fluent Financial
Texas
– -$2.53M -81,234 Closed
TFF
167
The Family Firm
Maryland
– -$1.1M -30,000 Closed
MC
168
Moors & Cabot
Massachusetts
– -$546K -17,495 Closed
AWA
169
Arete Wealth Advisors
Illinois
– -$363K -11,652 Closed
CWM
170
Centric Wealth Management
Illinois
– -$280K -9,283 Closed
AWM
171
AE Wealth Management
Kansas
– -$206K -6,605 Closed
APW
172
Acima Private Wealth
Virginia
– -$56K -1,811 Closed
UBS AM
173
UBS AM
Illinois
– -$20K -641 Closed
TA
174
Thor Advisors
New York
– -$19K -620 Closed
SPIA
175
Steward Partners Investment Advisory
New York
– -$9K -308 Closed
4 5 6
7
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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.