We are live on ! Find out more
GUNR icon

FlexShares Global Upstream Natural Resources Index Fund
GUNR

99 hedge funds and large institutions have $4.91B invested in FlexShares Global Upstream Natural Resources Index Fund in 2017 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 14

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

24% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 21

15% more funds holding

Funds holding: 86 → 99 (+13)

13% more capital invested

Capital invested by funds: $4.36B → $4.91B (+$548M)

0.48% more ownership

Funds ownership: 94.62% → 95.1% (+0.48%)

Holders
99
Holders Change
+13
Holders Change %
+15.12%
% of All Funds
2.25%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.34%
New
27
Increased
26
Reduced
21
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$121M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.1M
3
UB
UMB Bank
Missouri
+$4.34M
4
HBT
Hills Bank & Trust
Iowa
+$4.31M
5
CAI
Capital Advisors Inc
Oklahoma
+$4.11M

Top Sellers

1
QI
QS Investors
New York
-$97.3M
2
MWP
Moller Wealth Partners
-$13.2M
3
TAT
TD Ameritrade Trust
Colorado
-$7.06M
4
Bank of America
Bank of America
North Carolina
-$5.44M
5
CWM
Cedar Wealth Management
California
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$3.81B +$121M +3,782,176 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$456M +$42.1M +1,319,792 +11%
VA
3
Valmark Advisers
Ohio
$154M -$1.11M -34,740 -0.7%
MFM
4
MD Financial Management
Ontario, Canada
$104M +$99.9M +3,133,748 New
COI
5
Connable Office Inc
Michigan
$29.1M -$151K -4,734 -0.5%
LSAG
6
Lake Street Advisors Group
New Hampshire
$28.3M +$27.1M +850,091 New
NB
7
NBT Bank
New York
$27.6M +$2.14M +67,000 +9%
LFA
8
Landmark Financial Advisors
Kentucky
$23.8M +$174K +5,455 +0.8%
BCI
9
Brinker Capital Investments
Pennsylvania
$21.2M +$177K +5,538 +0.9%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$21.1M +$531K +16,645 +3%
LFG
11
Larson Financial Group
Missouri
$20.1M +$19.2M +602,575 New
MWP
12
Moller Wealth Partners
$15.7M -$13.2M -415,352 -47%
NB
13
Nicolet Bankshares
Wisconsin
$14.9M -$331K -10,379 -2%
DCC
14
Dow Chemical Company
Michigan
$14.3M – – –
PWPCM
15
Perella Weinberg Partners Capital Management
New York
$13M – – –
Ameriprise
16
Ameriprise
Minnesota
$13M -$141K -4,423 -1%
VCM
17
Versant Capital Management
Arizona
$12.9M +$1.92M +60,155 +18%
CB
18
CNB Bank
Pennsylvania
$10.7M +$10.2M +320,161 New
SB
19
Simmons Bank
Arkansas
$6.97M +$34.1K +1,070 +0.5%
Morgan Stanley
20
Morgan Stanley
New York
$6.85M -$174K -5,457 -3%
CCMG
21
Clark Capital Management Group
Pennsylvania
$6.57M +$388K +12,168 +7%
CAI
22
Capital Advisors Inc
Oklahoma
$6.26M +$4.11M +129,040 +218%
FTI
23
Fiduciary Trust International
Massachusetts
$6.04M -$381K -11,957 -6%
Wells Fargo
24
Wells Fargo
California
$5.86M +$456K +14,315 +9%
LFS
25
Legacy Financial Strategies
Kansas
$5.08M +$4.86M +152,547 New
1
2 3 4 5

GUNR Hedge Fund Activity: Q4 2017 in Review

99 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2017, worth a combined $4.91B — up 13% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GUNR positions and 14 closed out — a net gain of 13 holders — while 26 added to existing stakes and 21 trimmed.

The largest buyer was Northern Trust, adding an estimated $121M. The largest seller was QS Investors, exiting entirely with an estimated $97.3M sold.

  • 99 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2017, up from 86 in Q3 2017.
  • Funds reported $4.91B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2017, up 13% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2017 and 14 closed out, a net change of +13 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2017 was Northern Trust, an estimated $121M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2017 was QS Investors, an estimated $97.3M sold.

Based on aggregated 13F filings for Q4 2017.