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FlexShares Global Upstream Natural Resources Index Fund

269 hedge funds and large institutions have $6.85B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 79

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

1% more funds holding

Funds holding: 267269 (+2)

7.38% less ownership

Funds ownership: 99.18%91.81% (-7.4%)

12% less capital invested

Capital invested by funds: $7.78B → $6.85B (-$926M)

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
4.53%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.51%
New
35
Increased
101
Reduced
79
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
226
Plante Moran Financial Advisors
Michigan
$94K
WT
227
Whittier Trust
California
$81K
Deutsche Bank
228
Deutsche Bank
Germany
$79K
SSB
229
Sandy Spring Bank
Maryland
$75K
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$70K +$1.13K +25 +1%
ATC
231
Adirondack Trust Company
New York
$63K
FFC
232
First Financial Corp
Indiana
$59K
AF
233
Allworth Financial
California
$58K -$14.7K -326 -18%
JFA
234
JNBA Financial Advisors
Minnesota
$51K -$5.74K -127 -9%
TWA
235
TCI Wealth Advisors
Arizona
$48K
LB
236
Legacy Bridge
Iowa
$47K
S
237
SignatureFD
Georgia
$47K
LFG
238
Larson Financial Group
Missouri
$41K -$13.3K -295 -22%
KFI
239
Key Financial Inc
Pennsylvania
$40K
CS
240
Credit Suisse
Switzerland
$36K +$41.3K +913 New
CFN
241
Cordasco Financial Network
Florida
$33K +$9.71K +215 +35%
AWM
242
Activest Wealth Management
Florida
$30K +$34K +753 New
TFS
243
TrustCore Financial Services
Tennessee
$29K +$32.8K +725 New
ANBT
244
American National Bank & Trust
Texas
$26K -$42.6K -943 -59%
SPIA
245
Steward Partners Investment Advisory
New York
$26K
S
246
Surevest
California
$25K +$28.1K +622 New
CP
247
Castleview Partners
Texas
$23.1K -$258K -5,700 -86%
CAPTRUST Financial Advisors
248
CAPTRUST Financial Advisors
North Carolina
$23K +$4.34K +96 +20%
PTC
249
Private Trust Company
Ohio
$17K +$19.6K +434 New
WB
250
Webster Bank
Connecticut
$16K

GUNR Hedge Fund Activity: Q2 2022 in Review

269 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2022, worth a combined $6.85B — down 12% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GUNR positions and 32 closed out — a net gain of 3 holders — while 101 added to existing stakes and 79 trimmed.

The largest buyer was Bessemer Group, adding an estimated $280M. The largest seller was Aaron Wealth Advisors, cutting an estimated $569M.

  • 269 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2022, up from 267 in Q1 2022.
  • Funds reported $6.85B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 35 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2022 and 32 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2022 was Bessemer Group, an estimated $280M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2022 was Aaron Wealth Advisors, an estimated $569M sold.

Based on aggregated 13F filings for Q2 2022.