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FlexShares Global Upstream Natural Resources Index Fund

292 hedge funds and large institutions have $6.41B invested in FlexShares Global Upstream Natural Resources Index Fund in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

3% more funds holding

Funds holding: 283292 (+9)

0.49% less ownership

Funds ownership: 91.9%91.41% (-0.49%)

3% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 103

4% less capital invested

Capital invested by funds: $6.66B → $6.41B (-$247M)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

Holders
292
Holders Change
+9
Holders Change %
+3.18%
% of All Funds
4.26%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
34
Increased
100
Reduced
103
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
226
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$170K
CB
227
CNB Bank
Pennsylvania
$170K -$2.79K -70 -2%
GCM
228
Gables Capital Management
Florida
$154K
Citigroup
229
Citigroup
New York
$149K +$145K +3,640 New
SIS
230
Sound Income Strategies
Florida
$147K +$130K +3,257 +964%
UB
231
UMB Bank
Missouri
$121K +$24.1K +606 +26%
Carson Wealth (CWM LLC)
232
Carson Wealth (CWM LLC)
Nebraska
$120K +$44.6K +1,121 +62%
CA
233
Clearstead Advisors
Ohio
$119K +$116K +2,905 New
RCM
234
Richardson Capital Management
Wisconsin
$114K +$111K +2,790 New
HNB
235
Huntington National Bank
Ohio
$97.1K
NA
236
NewEdge Advisors
Louisiana
$90.5K +$11.5K +288 +15%
KFI
237
Key Financial Inc
Pennsylvania
$89.8K
AF
238
Allworth Financial
California
$85.3K +$915 +23 +1%
M
239
MOTCO
Texas
$85.2K
IA
240
IFP Advisors
Florida
$83.3K -$3.86K -97 -5%
FFA
241
Farther Finance Advisors
California
$80.3K
Fifth Third Bancorp
242
Fifth Third Bancorp
Ohio
$72.4K -$41.1K -1,033 -37%
WT
243
Whittier Trust
California
$70.9K
FFC
244
First Financial Corp
Indiana
$60.8K
HI
245
Harbour Investments
Wisconsin
$59.7K +$54.6K +1,371 +1,594%
GRP
246
Global Retirement Partners
California
$59K -$239 -6 -0.4%
ZB
247
Zions Bancorporation
Utah
$54.4K
BFA
248
BBJS Financial Advisors
Washington
$48.4K
LB
249
Legacy Bridge
Iowa
$48.4K
JFA
250
JNBA Financial Advisors
Minnesota
$42.5K

GUNR Hedge Fund Activity: Q4 2023 in Review

292 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2023, worth a combined $6.41B — down 3.7% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new GUNR positions and 23 closed out — a net gain of 11 holders — while 100 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91M. The largest seller was Northern Trust, cutting an estimated $391M.

  • 292 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2023, up from 283 in Q3 2023.
  • Funds reported $6.41B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2023, down 3.7% quarter-over-quarter.
  • 34 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2023 and 23 closed out, a net change of +11 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $91M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2023 was Northern Trust, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2023.