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FlexShares Global Upstream Natural Resources Index Fund

276 hedge funds and large institutions have $6.67B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

17% more funds holding in top 10

Funds holding in top 10: 2934 (+5)

17% more capital invested

Capital invested by funds: $5.7B → $6.67B (+$966M)

2% more funds holding

Funds holding: 270276 (+6)

1.55% more ownership

Funds ownership: 89.23%90.78% (+1.5%)

1% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 97

Holders
276
Holders Change
+6
Holders Change %
+2.22%
% of All Funds
4.44%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.55%
New
43
Increased
96
Reduced
97
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
251
Kistler-Tiffany Companies
Pennsylvania
$23.5K +$22.9K +540 New
FFA
252
Farther Finance Advisors
California
$22.3K +$21.7K +512 New
NA
253
NewEdge Advisors
Louisiana
$19.5K +$97.8K +2,307 New
PTC
254
Private Trust Company
Ohio
$19K
LFG
255
Larson Financial Group
Missouri
$17.9K +$85 +2 +0.5%
GRP
256
Global Retirement Partners
California
$17.3K +$5.94K +140 +54%
WB
257
Webster Bank
Connecticut
$17K
SIM
258
Studio Investment Management
Illinois
$15.3K +$14.9K +352 New
PP
259
PFS Partners
New Jersey
$14.9K +$85 +2 +0.6%
OIA
260
Optimum Investment Advisors
Illinois
$13K
BAM
261
Belpointe Asset Management
Nevada
$12.9K +$12.6K +297 New
SBL
262
Sargent Bickham Lagudis
Colorado
$10.1K +$42 +1 +0.4%
TWA
263
TCI Wealth Advisors
Arizona
$9.52K -$42.4K -1,000 -82%
SIS
264
Sound Income Strategies
Florida
$9.39K
BCMLT
265
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.56K -$3.18K -75 -33%
AWM
266
Avior Wealth Management
Nebraska
$6.26K
AW
267
Avion Wealth
Texas
$5K
PA
268
Parallel Advisors
California
$4.35K -$36.9K -870 -90%
SWM
269
Spire Wealth Management
Virginia
$4K
TCOV
270
Trust Company of Vermont
Vermont
$3K +$2.93K +69 New
SJIA
271
St. James Investment Advisors
New York
$2.96K +$2.88K +68 New
GGI
272
Godsey & Gibb Inc
Virginia
$2.91K +$2.84K +67 New
HI
273
Harbour Investments
Wisconsin
$2.17K +$2.12K +50 New
MCC
274
Money Concepts Capital
Florida
$2.09K +$2.04K +48 New
CPG
275
Cornerstone Planning Group
New Jersey
$2.06K +$1.91K +45 New

GUNR Hedge Fund Activity: Q4 2022 in Review

276 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2022, worth a combined $6.67B — up 17% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new GUNR positions and 32 closed out — a net gain of 11 holders — while 96 added to existing stakes and 97 trimmed.

The largest buyer was Northern Trust, adding an estimated $164M. The largest seller was Jane Street, exiting entirely with an estimated $63.6M sold.

  • 276 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2022, up from 270 in Q3 2022.
  • Funds reported $6.67B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2022, up 17% quarter-over-quarter.
  • 43 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2022 and 32 closed out, a net change of +11 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2022 was Northern Trust, an estimated $164M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2022 was Jane Street, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2022.