We are live on ! Find out more
GUNR icon

FlexShares Global Upstream Natural Resources Index Fund
GUNR

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: 17 → 21 (+4)

23% more funds holding

Funds holding: 142 → 175 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$517M
2
LPL Financial
LPL Financial
California
+$61.9M
3
CAL
Capital Analysts LLC
Pennsylvania
+$42.5M
4
UBS Group
UBS Group
Switzerland
+$39.9M
5
EW
Evoke Wealth
California
+$17.5M

Top Sellers

Rank Fund Capital Flow
1
MFM
MD Financial Management
Ontario, Canada
-$8.71M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$7.35M
3
VA
Valmark Advisers
Ohio
-$7.17M
4
IA
IndexIQ Advisors
New York
-$3.18M
5
LGWM
Litman Gregory Wealth Management
California
-$2.76M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
176
Jacobsen Capital Management
Utah
– -$673K -20,700 Closed
CBT
177
Capital Bank & Trust
California
– -$338K -10,378 Closed
FTUS
178
Flow Traders U.S.
New York
– -$318K -9,786 Closed
WPA
179
West Paces Advisors
Georgia
– -$133K -4,082 Closed
JWM
180
Janiczek Wealth Management
Colorado
– -$52K -1,600 Closed
ASN
181
Advisory Services Network
Georgia
– -$9K -263 Closed
CFB
182
Cullen/Frost Bankers
Texas
– -$4K -121 Closed
AA
183
Ancora Advisors
Ohio
– +$285 +8 New
4 5 6 7
8

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.