We are live on ! Find out more
GUNR icon

FlexShares Global Upstream Natural Resources Index Fund

147 hedge funds and large institutions have $5.14B invested in FlexShares Global Upstream Natural Resources Index Fund in 2019 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

1% more funds holding

Funds holding: 145147 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1616 (0)

0.9% less ownership

Funds ownership: 95.28%94.38% (-0.9%)

5% less capital invested

Capital invested by funds: $5.41B → $5.14B (-$277M)

19% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 52

Holders
147
Holders Change
+2
Holders Change %
+1.38%
% of All Funds
3.22%
Holding in Top 10
16
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
24
Increased
42
Reduced
52
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$3.91B +$7.44M +234,926 +0.2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$481M -$12.5M -393,769 -2%
VA
3
Valmark Advisers
Ohio
$192M +$59.7M +1,885,652 +44%
MFM
4
MD Financial Management
Ontario, Canada
$84.4M +$25.9M +817,823 +43%
NB
5
NBT Bank
New York
$42.3M +$602K +19,007 +1%
PWPCM
6
Perella Weinberg Partners Capital Management
New York
$36.2M -$44M -1,389,697 -54%
COI
7
Connable Office Inc
Michigan
$35.1M -$390K -12,310 -1%
LSAG
8
Lake Street Advisors Group
New Hampshire
$32.9M +$199K +6,290 +0.6%
LFA
9
Landmark Financial Advisors
Kentucky
$20.2M -$1.9M -59,886 -8%
Morgan Stanley
10
Morgan Stanley
New York
$19.3M +$3.35M +105,721 +21%
VCM
11
Versant Capital Management
Arizona
$18.2M +$348K +10,988 +2%
MWP
12
Moller Wealth Partners
$17.6M +$2.86M +90,349 +19%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$16.1M +$6.61M +208,747 +68%
BCI
14
Brinker Capital Investments
Pennsylvania
$14.8M -$10.3K -324 -0.1%
LFG
15
Larson Financial Group
Missouri
$14.6M -$464K -14,640 -3%
CNC
16
Citizens & Northern Corp
Pennsylvania
$12M +$434K +13,707 +4%
VM
17
VPR Management
Texas
$9.93M +$4.01M +126,600 +66%
CAI
18
Capital Advisors Inc
Oklahoma
$9.16M
CCMG
19
Clark Capital Management Group
Pennsylvania
$7.58M -$163K -5,137 -2%
HBT
20
Hills Bank & Trust
Iowa
$7.42M +$358K +11,300 +5%
FA
21
FDx Advisors
Illinois
$6.97M +$7.09M +223,661 New
PFA
22
Pathway Financial Advisors
Vermont
$6.76M +$218K +6,868 +3%
CM
23
Columbus Macro
Pennsylvania
$6.23M +$6.34M +200,029 New
LPL Financial
24
LPL Financial
California
$5.79M -$442K -13,937 -7%
NB
25
Nicolet Bankshares
Wisconsin
$5.55M -$5.37M -169,525 -49%

GUNR Hedge Fund Activity: Q3 2019 in Review

147 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2019, worth a combined $5.14B — down 5.1% from $5.41B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new GUNR positions and 21 closed out — a net gain of 3 holders — while 42 added to existing stakes and 52 trimmed.

The largest buyer was Valmark Advisers, adding an estimated $59.7M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $44M.

  • 147 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2019, up from 145 in Q2 2019.
  • Funds reported $5.14B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2019, down 5.1% quarter-over-quarter.
  • 24 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2019 and 21 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2019 was Valmark Advisers, an estimated $59.7M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2019 was Perella Weinberg Partners Capital Management, an estimated $44M sold.

Based on aggregated 13F filings for Q3 2019.