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FlexShares Global Upstream Natural Resources Index Fund

86 hedge funds and large institutions have $4.36B invested in FlexShares Global Upstream Natural Resources Index Fund in 2017 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 31 increasing their positions, 26 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 26

11% more capital invested

Capital invested by funds: $3.91B → $4.36B (+$444M)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

0.08% less ownership

Funds ownership: 94.7%94.62% (-0.08%)

9% less funds holding

Funds holding: 9486 (-8)

38% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 16

Holders
86
Holders Change
-8
Holders Change %
-8.51%
% of All Funds
2.14%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.22%
New
10
Increased
31
Reduced
26
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$3.45B +$64.5M +2,134,045 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$385M +$50.1M +1,656,857 +15%
VA
3
Valmark Advisers
Ohio
$145M -$4.67M -154,482 -3%
QI
4
QS Investors
New York
$97.3M +$2.1M +69,373 +2%
COI
5
Connable Office Inc
Michigan
$27.4M +$937K +31,006 +4%
MWP
6
Moller Wealth Partners
$26.5M +$13.5M +447,870 +102%
NB
7
NBT Bank
New York
$23.7M +$671K +22,208 +3%
LFA
8
Landmark Financial Advisors
Kentucky
$22.1M +$1.21M +39,906 +6%
BCI
9
Brinker Capital Investments
Pennsylvania
$19.7M -$57.2K -1,893 -0.3%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$19.2M +$5.62K +186 +0%
NB
11
Nicolet Bankshares
Wisconsin
$14.3M -$806K -26,689 -5%
DCC
12
Dow Chemical Company
Michigan
$13.3M
Ameriprise
13
Ameriprise
Minnesota
$12.2M +$6.59M +218,117 +124%
VCM
14
Versant Capital Management
Arizona
$10.2M +$757K +25,050 +8%
Bank of America
15
Bank of America
North Carolina
$8.39M -$4.91M -162,397 -38%
TAT
16
TD Ameritrade Trust
Colorado
$7.06M -$6.16M -204,014 -48%
Morgan Stanley
17
Morgan Stanley
New York
$6.58M -$2.18M -72,277 -26%
SB
18
Simmons Bank
Arkansas
$6.49M -$688K -22,786 -10%
FTI
19
Fiduciary Trust International
Massachusetts
$6.02M +$6.04K +200 +0.1%
CCMG
20
Clark Capital Management Group
Pennsylvania
$5.77M +$543K +17,960 +11%
Wells Fargo
21
Wells Fargo
California
$5.04M +$1.92M +63,672 +65%
CWM
22
Cedar Wealth Management
California
$4.97M
SRSA
23
S.R. Schill & Associates
Washington
$4.05M -$39.5K -1,307 -1%
PNC
24
Park National Corp
Ohio
$2.97M -$15.2K -502 -0.5%
AWA
25
Arete Wealth Advisors
Illinois
$2.66M +$2.58M +85,450 New