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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
RJFSA
151
Raymond James Financial Services Advisors
Florida
– -$363K -10,834 Closed
WLIM
152
White Lighthouse Investment Management
Massachusetts
– -$354K -10,560 Closed
BBHC
153
Brown Brothers Harriman & Co
New York
– -$337K -10,041 Closed
Deutsche Bank
154
Deutsche Bank
Germany
– -$317K -9,485 Closed
Creative Planning
155
Creative Planning
Kansas
– -$314K -9,363 Closed
KCM
156
Kendall Capital Management
Maryland
– -$270K -8,041 Closed
DWT
157
Dorsey & Whitney Trust
South Dakota
– -$268K -8,000 Closed
FNBT
158
FineMark National Bank & Trust
Florida
– -$260K -7,768 Closed
KIA
159
KCM Investment Advisors
California
– -$233K -6,939 Closed
Ameriprise
160
Ameriprise
Minnesota
– -$227K -6,757 Closed
PSUF
161
People's United Financial
Connecticut
– -$226K -6,730 Closed
CFG
162
Cooper Financial Group
California
– -$207K -6,180 Closed
MA
163
MUFG Americas
New York
– -$168K -5,023 Closed
DY
164
Dowling & Yahnke
California
– -$166K -4,949 Closed
IFWM
165
Institute for Wealth Management
Colorado
– -$144K -4,295 Closed
ACM
166
Allred Capital Management
Texas
– -$76.5K -2,283 Closed
TFO
167
Tarbox Family Office
California
– -$50K -1,501 Closed
GTAM
168
Global Trust Asset Management
Florida
– -$47K -1,397 Closed
RIA
169
Realta Investment Advisors
Delaware
– -$30K -961 Closed
TSW
170
Thompson Siegel & Walmsley
Virginia
– -$28K -826 Closed
WWM
171
Willingdon Wealth Management
North Carolina
– -$20K -611 Closed
M
172
MOTCO
Texas
– -$11K -322 Closed
Kayne Anderson Rudnick Investment Management
173
Kayne Anderson Rudnick Investment Management
California
– -$10K -305 Closed
EI
174
Ellevest Inc
New York
– -$9K -275 Closed
JP Morgan Chase
175
JP Morgan Chase
New York
– -$7.03K -243 -96%
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.