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FlexShares Global Upstream Natural Resources Index Fund
GUNR

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: 283 → 292 (+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: 31 → 27 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$91M
2
OMC
Old Mission Capital
Illinois
+$23.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$20.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.6M
5
Jane Street
Jane Street
New York
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$391M
2
EW
Evoke Wealth
California
-$103M
3
ET
Equitable Trust
Tennessee
-$20.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.05M
5
SW
SVB Wealth
Massachusetts
-$6.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
AT
276
Arlington Trust
Alabama
$6.31K +$6.13K +154 New
BCMLT
277
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.11K – – –
AW
278
Avion Wealth
Texas
$6K – – –
T
279
Tidemark
California
$6K +$5.85K +147 New
AWM
280
Avior Wealth Management
Nebraska
$5.9K – – –
NS
281
NBC Securities
Alabama
$5K – – –
DFA
282
DHJJ Financial Advisors
Illinois
$4.3K – – –
DWM
283
Dogwood Wealth Management
Kansas
$4.18K +$4.06K +102 New
AssetMark Inc
284
AssetMark Inc
California
$3.93K +$3.14K +79 +465%
NC
285
NewSquare Capital
Pennsylvania
$3.89K +$3.78K +95 New
SS
286
Sunbelt Securities
Texas
$2.75K +$40 +1 +2%
TF
287
Tompkins Financial
New York
$2.7K +$2.63K +66 New
WAG
288
Wiser Advisor Group
Arizona
$2.62K +$2.55K +64 New
AF
289
Advisornet Financial
Minnesota
$2.57K – – –
BTI
290
Blue Trust Inc
Georgia
$2K -$21.5K -540 -92%
CMA
291
Cedar Mountain Advisors
Oregon
$1.43K +$1.39K +35 New
GWM
292
Geneos Wealth Management
Colorado
$1.02K -$973K -24,438 -100%
AIP
293
Ameritas Investment Partners
Nebraska
$655 +$637 +16 New
CHA
294
Carmichael Hill & Associates
Maryland
$41 – – –
CCMG
295
Clark Capital Management Group
Pennsylvania
– -$5.29M -130,839 Closed
AWM
296
AE Wealth Management
Kansas
– -$1.23M -30,455 Closed
BCM
297
BlueCrest Capital Management
Jersey
– -$1.23M -30,447 Closed
LNWTC
298
Laird Norton Wetherby Trust Company
Washington
– -$937K -23,168 Closed
DAS
299
Dynamic Advisor Solutions
Arizona
– -$453K -11,193 Closed
LCM
300
Lunt Capital Management
Utah
– -$411K -10,168 Closed
9 10 11
12
13

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.