Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
63 hedge funds and large institutions have $2.45B invested in Northern Trust Morningstar Global Upstream Natural Resources ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 14 increasing their positions, 17 reducing their positions, and 15 closing their positions.
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
9% more funds holding
Funds holding: 58 → 63 (+5)
0.18% less ownership
Funds ownership: 97.25% → 97.07% (-0.18%)
15% less capital invested
Capital invested by funds: $2.89B → $2.45B (-$440M)
18% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 17
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$37.1M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$32.9M |
| 3 |
Goldman Sachs
New York
|
+$29M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$13.7M |
| 5 |
QI
QS Investors
New York
|
+$7.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$314M |
| 2 |
Morgan Stanley
New York
|
-$6.76M |
| 3 |
Comerica Bank
Dallas,
Texas
|
-$5.47M |
| 4 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
-$2.18M |
| 5 |
Bank of New York Mellon
New York
|
-$706K |
GUNR Hedge Fund Activity: Q4 2014 in Review
63 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) for Q4 2014, worth a combined $2.45B — down 15% from $2.89B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new GUNR positions and 15 closed out — a net gain of 6 holders — while 14 added to existing stakes and 17 trimmed.
The largest buyer was Valmark Advisers, adding an estimated $37.1M. The largest seller was Northern Trust, cutting an estimated $314M.
- 63 institutional investors held Northern Trust Morningstar Global Upstream Natural Resources ETF (GUNR) as of Q4 2014, up from 58 in Q3 2014.
- Funds reported $2.45B of Northern Trust Morningstar Global Upstream Natural Resources ETF stock for Q4 2014, down 15% quarter-over-quarter.
- 21 funds opened new Northern Trust Morningstar Global Upstream Natural Resources ETF positions in Q4 2014 and 15 closed out, a net change of +6 holders.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF buyer in Q4 2014 was Valmark Advisers, an estimated $37.1M added.
- The largest Northern Trust Morningstar Global Upstream Natural Resources ETF seller in Q4 2014 was Northern Trust, an estimated $314M sold.
Based on aggregated 13F filings for Q4 2014.