FlexShares Global Upstream Natural Resources Index Fund
GUNR
266 hedge funds and large institutions have $5B invested in FlexShares Global Upstream Natural Resources Index Fund in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 103 reducing their positions, and 36 closing their positions.
1.78% more ownership
Funds ownership: 87.35% → 89.13% (+1.8%)
2% less capital invested
Capital invested by funds: $5.1B → $5B (-$100M)
5% less funds holding
Funds holding: 280 → 266 (-14)
9% less funds holding in top 10
Funds holding in top 10: 23 → 21 (-2)
20% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 103
28% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 36
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EW
Evoke Wealth
Los Angeles,
California
|
+$140M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$25.4M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
+$9.52M |
| 4 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$9.22M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$7.91M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$236M |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$98.5M |
| 3 |
CFB
Cullen/Frost Bankers
San Antonio,
Texas
|
-$10.4M |
| 4 |
HB
Horizon Bancorp
Michigan City,
Indiana
|
-$10.1M |
| 5 |
MHS
M Holdings Securities
Portland,
Oregon
|
-$9.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TF
301
Tompkins Financial
Ithaca,
New York
| – | -$2.65K | -66 | Closed |
|
302
AssetMark Inc
Concord,
California
| – | -$1.28K | -32 | Closed |
|
GUNR Hedge Fund Activity: Q3 2024 in Review
266 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2024, worth a combined $5B — down 2% from $5.1B a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of GUNR and 26 opened new positions — a net loss of 10 holders — while 103 trimmed existing stakes and 82 added.
The largest buyer was Evoke Wealth, adding an estimated $140M. The largest seller was Northern Trust, cutting an estimated $236M.
- 266 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2024, down from 280 in Q2 2024.
- Funds reported $5B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2024, down 2% quarter-over-quarter.
- 26 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2024 and 36 closed out, a net change of -10 holders.
- The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2024 was Evoke Wealth, an estimated $140M added.
- The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2024 was Northern Trust, an estimated $236M sold.
Based on aggregated 13F filings for Q3 2024.