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FlexShares Global Upstream Natural Resources Index Fund
GUNR

128 hedge funds and large institutions have $5.44B invested in FlexShares Global Upstream Natural Resources Index Fund in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 51 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

76% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 29

11% more funds holding

Funds holding: 115 → 128 (+13)

8% more capital invested

Capital invested by funds: $5.04B → $5.44B (+$405M)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

0.2% more ownership

Funds ownership: 94.45% → 94.65% (+0.2%)

Holders
128
Holders Change
+13
Holders Change %
+11.3%
% of All Funds
2.93%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.39%
New
21
Increased
51
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$123M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$17.3M
3
CAI
Capital Advisors Inc
Oklahoma
+$12.4M
4
MFM
MD Financial Management
Ontario, Canada
+$8.34M
5
AllianceBernstein
AllianceBernstein
Tennessee
+$7.12M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.74M
2
VA
Valmark Advisers
Ohio
-$2.73M
3
COI
Connable Office Inc
Michigan
-$1.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$897K
5
WT
Whittier Trust
California
-$579K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$4.23B +$123M +3,608,935 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$503M +$17.3M +507,511 +4%
VA
3
Valmark Advisers
Ohio
$149M -$2.73M -79,821 -2%
MFM
4
MD Financial Management
Ontario, Canada
$106M +$8.34M +244,347 +8%
NB
5
NBT Bank
New York
$43.9M +$4.31M +126,190 +11%
LSAG
6
Lake Street Advisors Group
New Hampshire
$37.9M +$5.97M +174,765 +19%
LFA
7
Landmark Financial Advisors
Kentucky
$24.4M +$73.5K +2,151 +0.3%
COI
8
Connable Office Inc
Michigan
$23.5M -$1.13M -33,110 -5%
BCI
9
Brinker Capital Investments
Pennsylvania
$21.1M -$30.8K -901 -0.1%
JMPWA
10
JP Morgan Private Wealth Advisors
California
$20.9M -$65K -1,902 -0.3%
VCM
11
Versant Capital Management
Arizona
$19M +$2.84M +83,027 +17%
PWPCM
12
Perella Weinberg Partners Capital Management
New York
$18.2M +$4.97M +145,432 +37%
MWP
13
Moller Wealth Partners
$16.4M +$207K +6,067 +1%
LFG
14
Larson Financial Group
Missouri
$15.1M +$58.8K +1,723 +0.4%
NB
15
Nicolet Bankshares
Wisconsin
$14.5M -$301K -8,815 -2%
CAI
16
Capital Advisors Inc
Oklahoma
$14.1M +$12.4M +363,218 +696%
Morgan Stanley
17
Morgan Stanley
New York
$13.5M +$4.99M +146,132 +58%
CB
18
CNB Bank
Pennsylvania
$12.1M -$124K -3,637 -1%
UB
19
UMB Bank
Missouri
$9.54M +$12K +350 +0.1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$8.32M +$757K +22,173 +10%
FTI
21
Fiduciary Trust International
Massachusetts
$7.86M +$17.4K +510 +0.2%
LPL Financial
22
LPL Financial
California
$7.74M +$3.99M +116,802 +105%
CCMG
23
Clark Capital Management Group
Pennsylvania
$7.41M +$663K +19,406 +10%
LFS
24
Legacy Financial Strategies
Kansas
$7.11M -$71.4K -2,092 -1%
AllianceBernstein
25
AllianceBernstein
Tennessee
$7.07M +$7.12M +208,619 New
1
2 3 4 5

GUNR Hedge Fund Activity: Q2 2018 in Review

128 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2018, worth a combined $5.44B — up 8% from $5.04B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GUNR positions and 8 closed out — a net gain of 13 holders — while 51 added to existing stakes and 29 trimmed.

The largest buyer was Northern Trust, adding an estimated $123M. The largest seller was Royal Bank of Canada, cutting an estimated $2.74M.

  • 128 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2018, up from 115 in Q1 2018.
  • Funds reported $5.44B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2018, up 8% quarter-over-quarter.
  • 21 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2018 and 8 closed out, a net change of +13 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2018 was Northern Trust, an estimated $123M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2018 was Royal Bank of Canada, an estimated $2.74M sold.

Based on aggregated 13F filings for Q2 2018.