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FlexShares Global Upstream Natural Resources Index Fund

30 hedge funds and large institutions have $2.54B invested in FlexShares Global Upstream Natural Resources Index Fund in 2013 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

13% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 8

11% more capital invested

Capital invested by funds: $2.29B → $2.54B (+$260M)

11% more funds holding

Funds holding: 2730 (+3)

0.28% more ownership

Funds ownership: 97.1%97.38% (+0.28%)

Holders
30
Holders Change
+3
Holders Change %
+11.11%
% of All Funds
0.97%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
9
Reduced
8
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$2.44B +$32.3M +979,012 +1%
VA
2
Valmark Advisers
Ohio
$65.7M +$64.3M +1,948,294 New
TAT
3
TD Ameritrade Trust
Colorado
$10.5M +$10.2M +310,330 New
Morgan Stanley
4
Morgan Stanley
New York
$6.32M -$86.2K -2,613 -1%
Comerica Bank
5
Comerica Bank
Texas
$5.59M +$258K +7,838 +5%
NA
6
Nottingham Advisors
New York
$4.9M +$281K +8,535 +6%
FBNAT
7
FirstMerit Bank N.A. Trustee
Ohio
$4.29M -$799K -24,235 -16%
Wells Fargo
8
Wells Fargo
California
$2.64M +$56K +1,697 +2%
CFS
9
Community Financial System
New York
$2.3M +$342K +10,385 +18%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.23M -$133K -4,039 -10%
UCFA
11
United Capital Financial Advisors
Texas
$1.08M -$81.5K -2,472 -7%
Citigroup
12
Citigroup
New York
$807K +$9.89K +300 +1%
JP Morgan Chase
13
JP Morgan Chase
New York
$611K +$54.3K +1,646 +10%
LFG
14
LifePlan Financial Group
Ohio
$465K +$455K +13,800 New
LPL Financial
15
LPL Financial
California
$459K -$80.3K -2,434 -15%
CRC
16
Curi RMB Capital
Illinois
$455K +$445K +13,500 New
Bank of America
17
Bank of America
North Carolina
$358K +$25.3K +767 +8%
Nomura Holdings
18
Nomura Holdings
Japan
$337K -$1.27M -38,433 -79%
Fifth Third Bancorp
19
Fifth Third Bancorp
Ohio
$334K +$326K +9,900 New
US Bancorp
20
US Bancorp
Minnesota
$83K -$114K -3,466 -59%
BIM
21
BlackRock Investment Management
Delaware
$74K +$72.6K +2,200 New
Deutsche Bank
22
Deutsche Bank
Germany
$55K +$54.7K +1,660 New
WT
23
Whittier Trust
California
$36K
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$27K +$26.3K +798 New
U
25
UBS
Switzerland
$21K -$4.55K -138 -18%