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FlexShares Global Upstream Natural Resources Index Fund
GUNR

290 hedge funds and large institutions have $4.18B invested in FlexShares Global Upstream Natural Resources Index Fund in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 82 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 26

9% more funds holding

Funds holding: 266 → 290 (+24)

6.9% less ownership

Funds ownership: 89.13% → 82.23% (-6.9%)

16% less capital invested

Capital invested by funds: $5B → $4.18B (-$814M)

17% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 99

24% less funds holding in top 10

Funds holding in top 10: 21 → 16 (-5)

Holders
290
Holders Change
+24
Holders Change %
+9.02%
% of All Funds
3.82%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
53
Increased
82
Reduced
99
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$30.8M
2
FIB
First Interstate Bank
Montana
+$27.9M
3
OMC
Old Mission Capital
Illinois
+$22.9M
4
VA
Valmark Advisers
Ohio
+$6.95M
5
SW
SVB Wealth
Massachusetts
+$6.49M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$318M
2
CNC
Citizens & Northern Corp
Pennsylvania
-$18.5M
3
EBT
Enterprise Bank & Trust
Massachusetts
-$12.2M
4
CFB
Cullen/Frost Bankers
Texas
-$11.1M
5
EW
Evoke Wealth
California
-$10.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
276
Dogwood Wealth Management
Kansas
$3.75K – – –
BNP Paribas Financial Markets
277
BNP Paribas Financial Markets
France
$3.02K -$40K -1,013 -92%
CT
278
Caldwell Trust
Florida
$2.98K +$3.23K +82 New
CPG
279
Cornerstone Planning Group
New Jersey
$2.87K – – –
SS
280
Sunbelt Securities
Texas
$2.5K – – –
WTC
281
WhitTier Trust Company
Nevada
$2.47K – – –
WAG
282
Wiser Advisor Group
Arizona
$2.33K – – –
OP
283
ORG Partners
Indiana
$2.29K +$2.48K +63 New
PSFG
284
Park Square Financial Group
Georgia
$1.45K +$1.58K +40 New
BLC
285
Brown, Lisle/Cummings
Rhode Island
$1.2K – – –
DWM
286
Darwin Wealth Management
Florida
$1.2K – – –
PTC
287
Private Trust Company
Ohio
$1.02K – – –
AF
288
Advisornet Financial
Minnesota
$930 +$39 +1 +4%
FDW
289
Fourth Dimension Wealth
Ohio
$473 +$513 +13 New
BWL
290
Bogart Wealth LLC
Virginia
$364 – – –
S
291
SignatureFD
Georgia
$25 -$1.06K -27 -96%
IAIM
292
International Assets Investment Management
Florida
– -$1.97K -135,031 Closed
EFS
293
Econ Financial Services
Pennsylvania
– -$4.08M -99,001 Closed
WPIC
294
White Pine Investment Company
Michigan
– -$719K -17,435 Closed
CAPTRUST Financial Advisors
295
CAPTRUST Financial Advisors
North Carolina
– -$425K -10,296 Closed
YIH
296
Y-Intercept (HK)
Hong Kong
– -$405K -9,810 Closed
Millennium Management
297
Millennium Management
New York
– -$336K -8,136 Closed
VI
298
VanderPol Investments
Michigan
– -$325K -7,883 Closed
WB
299
WesBanco Bank
West Virginia
– -$323K -7,826 Closed
TI
300
Trexquant Investment
Connecticut
– -$258K -6,246 Closed
9 10 11
12
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GUNR Hedge Fund Activity: Q4 2024 in Review

290 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2024, worth a combined $4.18B — down 16% from $5B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new GUNR positions and 26 closed out — a net gain of 27 holders — while 82 added to existing stakes and 99 trimmed.

The largest buyer was Jane Street, adding an estimated $30.8M. The largest seller was Northern Trust, cutting an estimated $318M.

  • 290 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $4.18B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2024, down 16% quarter-over-quarter.
  • 53 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2024 and 26 closed out, a net change of +27 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2024 was Jane Street, an estimated $30.8M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2024 was Northern Trust, an estimated $318M sold.

Based on aggregated 13F filings for Q4 2024.