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FlexShares Global Upstream Natural Resources Index Fund
GUNR

33 hedge funds and large institutions have $2.62B invested in FlexShares Global Upstream Natural Resources Index Fund in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 6

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

10% more funds holding

Funds holding: 30 → 33 (+3)

3% more capital invested

Capital invested by funds: $2.54B → $2.62B (+$72.5M)

0.01% less ownership

Funds ownership: 97.38% → 97.37% (-0.01%)

Holders
33
Holders Change
+3
Holders Change %
+10%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
9
Increased
15
Reduced
6
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VA
Valmark Advisers
Ohio
+$35.3M
2
LFG
LifePlan Financial Group
Ohio
+$6.4M
3
Jane Street
Jane Street
New York
+$4.91M
4
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$2.93M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.63M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
-$20M
2
NA
Nottingham Advisors
New York
-$4.9M
3
CFS
Community Financial System
New York
-$2.33M
4
Wells Fargo
Wells Fargo
California
-$2.23M
5
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$2.46B -$20M -581,999 -0.8%
VA
2
Valmark Advisers
Ohio
$102M +$35.3M +1,029,841 +53%
TAT
3
TD Ameritrade Trust
Colorado
$11.2M +$538K +15,698 +5%
Morgan Stanley
4
Morgan Stanley
New York
$7.52M +$1.08M +31,470 +17%
Comerica Bank
5
Comerica Bank
Texas
$7.34M +$1.65M +48,086 +29%
LFG
6
LifePlan Financial Group
Ohio
$6.88M +$6.4M +186,812 +1,354%
Jane Street
7
Jane Street
New York
$4.91M +$4.91M +143,143 New
CCWA
8
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$2.94M +$2.93M +85,553 New
FBNAT
9
FirstMerit Bank N.A. Trustee
Ohio
$2.66M -$1.71M -49,917 -39%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$2.64M +$2.63M +76,852 New
Bank of America
11
Bank of America
North Carolina
$2.34M +$1.97M +57,499 +541%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.14M -$116K -3,374 -9%
UCFA
13
United Capital Financial Advisors
Texas
$980K -$116K -3,370 -11%
Citigroup
14
Citigroup
New York
$834K +$13K +378 +2%
JP Morgan Chase
15
JP Morgan Chase
New York
$623K +$1.3K +38 +0.2%
BJL
16
Brighton Jones LLC
Washington
$600K +$600K +17,500 New
LPL Financial
17
LPL Financial
California
$511K +$48.4K +1,411 +10%
Wells Fargo
18
Wells Fargo
California
$453K -$2.23M -65,077 -83%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$304K +$285K +8,312 +1,517%
DAS
20
Dynamic Advisor Solutions
Arizona
$232K +$231K +6,750 New
EAM
21
Evanson Asset Management
California
$222K +$222K +6,478 New
US Bancorp
22
US Bancorp
Minnesota
$187K +$102K +2,988 +122%
Bank of Montreal
23
Bank of Montreal
Ontario, Canada
$111K +$83.2K +2,426 +304%
Deutsche Bank
24
Deutsche Bank
Germany
$56K – – –
U
25
UBS
Switzerland
$49K +$27.4K +800 +126%
1
2

GUNR Hedge Fund Activity: Q4 2013 in Review

33 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2013, worth a combined $2.62B — up 2.8% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new GUNR positions and 6 closed out — a net gain of 3 holders — while 15 added to existing stakes and 6 trimmed.

The largest buyer was Valmark Advisers, adding an estimated $35.3M. The largest seller was Northern Trust, cutting an estimated $20M.

  • 33 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2013, up from 30 in Q3 2013.
  • Funds reported $2.62B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2013, up 2.8% quarter-over-quarter.
  • 9 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2013 and 6 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2013 was Valmark Advisers, an estimated $35.3M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2013 was Northern Trust, an estimated $20M sold.

Based on aggregated 13F filings for Q4 2013.