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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
+$10.4M |
| 2 |
MFM
MD Financial Management
Ottawa,
Ontario, Canada
|
+$9.87M |
| 3 |
CM
Columbus Macro
New Castle,
Pennsylvania
|
+$5.8M |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$5.57M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$3.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$395M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$7.58M |
| 3 |
VA
Valmark Advisers
Akron,
Ohio
|
-$5.46M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.82M |
| 5 |
CAI
Capital Advisors Inc
Tulsa,
Oklahoma
|
-$3.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GAM
176
Gemmer Asset Management
Walnut Creek,
California
| – | -$7K | -239 | Closed |
|
|
AIC
177
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$6K | -203 | Closed |
|
178
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$4K | -120 | Closed |
|
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.