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FlexShares Global Upstream Natural Resources Index Fund

287 hedge funds and large institutions have $6.54B invested in FlexShares Global Upstream Natural Resources Index Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% more ownership

Funds ownership: 91.3%91.5% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 107

3% less capital invested

Capital invested by funds: $6.74B → $6.54B (-$204M)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

1% less funds holding

Funds holding: 291287 (-4)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

Holders
287
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.51%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.46%
New
29
Increased
104
Reduced
107
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
251
Plante Moran Financial Advisors
Michigan
$51.3K
SSB
252
Sandy Spring Bank
Maryland
$48K -$28.9K -700 -37%
JFA
253
JNBA Financial Advisors
Minnesota
$47.4K
BFA
254
BBJS Financial Advisors
Washington
$47.4K
LB
255
Legacy Bridge
Iowa
$47.4K
NSIM
256
North Star Investment Management
Illinois
$40K
NBT
257
Northwest Bank & Trust
Iowa
$39.9K +$41.1K +997 New
CT
258
Caldwell Trust
Florida
$39.3K +$40.4K +980 New
2L
259
25 LLC
Missouri
$38.2K +$38K +920 New
PTC
260
Private Trust Company
Ohio
$38.1K +$11K +267 +39%
CTB
261
Country Trust Bank
Illinois
$35.7K +$37.5K +908 New
AIM
262
Arcadia Investment Management
Michigan
$34.1K +$11K +267 +46%
ANBT
263
American National Bank & Trust
Texas
$28.8K -$17.6K -427 -37%
TCOV
264
Trust Company of Vermont
Vermont
$24.1K +$24.8K +602 New
LFG
265
Larson Financial Group
Missouri
$22.5K +$206 +5 +0.9%
DWA
266
Delos Wealth Advisors
Texas
$22K
QC
267
Quent Capital
New York
$21.6K
AFS
268
Annapolis Financial Services
Maryland
$18.2K +$18.8K +455 New
WB
269
Webster Bank
Connecticut
$15.7K
IWP
270
IAG Wealth Partners
Wisconsin
$15K +$15.4K +374 New
SIS
271
Sound Income Strategies
Florida
$13.5K
GBT
272
Grove Bank & Trust
Florida
$12.4K -$142K -3,447 -92%
LC
273
Lindbrook Capital
California
$11.8K
TWC
274
TD Waterhouse Canada
Ontario, Canada
$8.1K +$8.25K +200 New
PA
275
Parallel Advisors
California
$7.45K +$7.67K +186 New

GUNR Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2023, worth a combined $6.54B — down 3% from $6.74B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of GUNR and 29 opened new positions — a net loss of 3 holders — while 107 trimmed existing stakes and 104 added.

The largest buyer was Northern Trust, adding an estimated $288M. The largest seller was Jane Street, cutting an estimated $91.7M.

  • 287 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2023, down from 291 in Q1 2023.
  • Funds reported $6.54B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2023, down 3% quarter-over-quarter.
  • 29 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2023 and 32 closed out, a net change of -3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2023 was Northern Trust, an estimated $288M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2023 was Jane Street, an estimated $91.7M sold.

Based on aggregated 13F filings for Q2 2023.