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FlexShares Global Upstream Natural Resources Index Fund

175 hedge funds and large institutions have $4.21B invested in FlexShares Global Upstream Natural Resources Index Fund in 2021 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 58 increasing their positions, 42 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

438% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 8

38% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 42

35% more capital invested

Capital invested by funds: $3.11B → $4.21B (+$1.1B)

24% more funds holding in top 10

Funds holding in top 10: 1721 (+4)

23% more funds holding

Funds holding: 142175 (+33)

1.05% more ownership

Funds ownership: 89.03%90.08% (+1.1%)

Holders
175
Holders Change
+33
Holders Change %
+23.24%
% of All Funds
3.07%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.37%
New
43
Increased
58
Reduced
42
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$3.15B +$517M +14,519,675 +20%
VA
2
Valmark Advisers
Ohio
$152M -$7.17M -201,496 -5%
MFM
3
MD Financial Management
Ontario, Canada
$95M -$8.71M -244,722 -7%
LPL Financial
4
LPL Financial
California
$68.7M +$61.9M +1,739,678 +1,101%
Morgan Stanley
5
Morgan Stanley
New York
$64.9M +$12M +335,941 +23%
EW
6
Evoke Wealth
California
$61.7M +$17.5M +493,103 +41%
COI
7
Connable Office Inc
Michigan
$48.6M +$7.94M +223,048 +20%
CAL
8
Capital Analysts LLC
Pennsylvania
$43.3M +$42.5M +1,195,673 New
UBS Group
9
UBS Group
Switzerland
$42M +$39.9M +1,120,860 +2,796%
NB
10
NBT Bank
New York
$36.3M -$1.21M -34,036 -3%
MWP
11
Moller Wealth Partners
$31.6M +$1.7M +47,740 +6%
3AM
12
3EDGE Asset Management
Florida
$28.3M +$765K +21,499 +3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$21.5M +$4.8M +134,917 +29%
VM
14
VPR Management
Texas
$18.1M
BCI
15
Brinker Capital Investments
Pennsylvania
$15.7M -$4.7K -132 -0%
CNC
16
Citizens & Northern Corp
Pennsylvania
$15M -$1.31M -36,806 -8%
VCM
17
Versant Capital Management
Arizona
$14.9M +$677K +19,018 +5%
HBT
18
Hills Bank & Trust
Iowa
$13.9M +$354K +9,942 +3%
LSAG
19
Lake Street Advisors Group
New Hampshire
$13.3M -$575K -16,167 -4%
SW
20
SVB Wealth
Massachusetts
$13.3M +$736K +20,693 +6%
PWPCM
21
Perella Weinberg Partners Capital Management
New York
$13.1M +$12.9M +361,133 New
LFA
22
Landmark Financial Advisors
Kentucky
$11.9M -$172K -4,829 -1%
BPA
23
Beacon Pointe Advisors
California
$11.4M +$5.91M +166,048 +111%
PFA
24
Pure Financial Advisors
California
$10.5M +$1.18M +33,065 +13%
BPB
25
Badgley, Phelps & Bell
Washington
$9.99M +$9.82M +275,938 New

GUNR Hedge Fund Activity: Q1 2021 in Review

175 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2021, worth a combined $4.21B — up 35% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new GUNR positions and 8 closed out — a net gain of 35 holders — while 58 added to existing stakes and 42 trimmed.

The largest buyer was Northern Trust, adding an estimated $517M. The largest seller was MD Financial Management, cutting an estimated $8.71M.

  • 175 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2021, up from 142 in Q4 2020.
  • Funds reported $4.21B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2021, up 35% quarter-over-quarter.
  • 43 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2021 and 8 closed out, a net change of +35 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2021 was Northern Trust, an estimated $517M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2021 was MD Financial Management, an estimated $8.71M sold.

Based on aggregated 13F filings for Q1 2021.