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FlexShares Global Upstream Natural Resources Index Fund
GUNR

197 hedge funds and large institutions have $4.82B invested in FlexShares Global Upstream Natural Resources Index Fund in 2021 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 16

100% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 40

14% more capital invested

Capital invested by funds: $4.21B → $4.82B (+$610M)

13% more funds holding

Funds holding: 175 → 197 (+22)

1.98% less ownership

Funds ownership: 90.08% → 88.1% (-2%)

5% less funds holding in top 10

Funds holding in top 10: 21 → 20 (-1)

Holders
197
Holders Change
+22
Holders Change %
+12.57%
% of All Funds
3.43%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.35%
New
40
Increased
80
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Northern Trust
Northern Trust
Illinois
+$196M
2
UBS Group
UBS Group
Switzerland
+$36M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$27.4M
4
Morgan Stanley
Morgan Stanley
New York
+$21.9M
5
EW
Evoke Wealth
California
+$13.8M

Top Sellers

1
IA
IndexIQ Advisors
New York
-$5.82M
2
CAL
Capital Analysts LLC
Pennsylvania
-$4.2M
3
VA
Valmark Advisers
Ohio
-$4.05M
4
TI
Truxt Investmentos
Brazil
-$3.08M
5
LSAG
Lake Street Advisors Group
New Hampshire
-$2.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$3.53B +$196M +5,072,641 +6%
VA
2
Valmark Advisers
Ohio
$157M -$4.05M -104,686 -2%
MFM
3
MD Financial Management
Ontario, Canada
$101M +$3.76M +97,268 +3%
Morgan Stanley
4
Morgan Stanley
New York
$90.3M +$21.9M +565,350 +32%
LPL Financial
5
LPL Financial
California
$86.2M +$13.7M +353,593 +19%
UBS Group
6
UBS Group
Switzerland
$80.1M +$36M +930,691 +80%
EW
7
Evoke Wealth
California
$78.9M +$13.8M +358,067 +21%
COI
8
Connable Office Inc
Michigan
$51.4M +$37.5K +970 +0.1%
CAL
9
Capital Analysts LLC
Pennsylvania
$41.6M -$4.2M -108,560 -9%
NB
10
NBT Bank
New York
$38.7M +$300K +7,767 +0.8%
3AM
11
3EDGE Asset Management
Florida
$37.3M +$7.42M +191,935 +25%
MWP
12
Moller Wealth Partners
$32.6M -$840K -21,720 -2%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$27.1M +$27.4M +708,078 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$24.3M +$1.58M +40,967 +7%
VM
15
VPR Management
Texas
$19.2M – – –
PWPCM
16
Perella Weinberg Partners Capital Management
New York
$18.8M +$5M +129,367 +36%
BPA
17
Beacon Pointe Advisors
California
$18.7M +$6.66M +172,244 +55%
VCM
18
Versant Capital Management
Arizona
$17.3M +$1.48M +38,252 +9%
BCI
19
Brinker Capital Investments
Pennsylvania
$16.7M +$7.97K +206 +0%
SW
20
SVB Wealth
Massachusetts
$16.6M +$2.62M +67,625 +18%
HBT
21
Hills Bank & Trust
Iowa
$14.9M +$122K +3,150 +0.8%
CNC
22
Citizens & Northern Corp
Pennsylvania
$14.6M -$1.24M -31,991 -8%
LFA
23
Landmark Financial Advisors
Kentucky
$13.1M +$484K +12,509 +4%
PFA
24
Pure Financial Advisors
California
$12M +$867K +22,419 +8%
Wells Fargo
25
Wells Fargo
California
$11.4M +$2.88M +74,425 +33%
1
2 3 4 5

GUNR Hedge Fund Activity: Q2 2021 in Review

197 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2021, worth a combined $4.82B — up 14% from $4.21B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new GUNR positions and 16 closed out — a net gain of 24 holders — while 80 added to existing stakes and 40 trimmed.

The largest buyer was Northern Trust, adding an estimated $196M. The largest seller was IndexIQ Advisors, cutting an estimated $5.82M.

  • 197 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2021, up from 175 in Q1 2021.
  • Funds reported $4.82B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2021, up 14% quarter-over-quarter.
  • 40 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2021 and 16 closed out, a net change of +24 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2021 was Northern Trust, an estimated $196M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2021 was IndexIQ Advisors, an estimated $5.82M sold.

Based on aggregated 13F filings for Q2 2021.