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FlexShares Global Upstream Natural Resources Index Fund
GUNR

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: 29 → 34 (+5)

17% more capital invested

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

2% more funds holding

Funds holding: 270 → 276 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$164M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$25.1M
3
BCM
BlueCrest Capital Management
Jersey
+$24.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$14.5M
5
CIM
Cambria Investment Management
California
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$63.6M
2
UBS Group
UBS Group
Switzerland
-$57.9M
3
VA
Valmark Advisers
Ohio
-$46.3M
4
MD
Money Design
Japan
-$8M
5
OFG
Omega Financial Group
California
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
26
Pure Financial Advisors
California
$17.4M +$80.2K +1,892 +0.5%
VCM
27
Versant Capital Management
Arizona
$17.2M -$413K -9,739 -2%
BPA
28
Beacon Pointe Advisors
California
$16.9M -$854K -20,131 -5%
PPW
29
Pasadena Private Wealth
California
$16.9M +$593K +13,988 +4%
AWA
30
Aaron Wealth Advisors
Illinois
$16M -$517K -12,182 -3%
Wells Fargo
31
Wells Fargo
California
$15.6M +$4.32M +101,883 +40%
Victory Capital Management
32
Victory Capital Management
Texas
$14.8M +$14.5M +341,011 New
CFO
33
Colony Family Offices
North Carolina
$14M +$323K +7,612 +2%
CNBT
34
Cornerstone National Bank & Trust
Illinois
$13.8M -$696K -16,410 -5%
CIM
35
Cambria Investment Management
California
$13.6M +$13.3M +313,648 New
EBT
36
Enterprise Bank & Trust
Massachusetts
$13M +$581K +13,709 +5%
NL
37
Navalign LLC
California
$12.8M -$419K -9,881 -3%
LPL Financial
38
LPL Financial
California
$12.6M +$355K +8,374 +3%
CA
39
Centerpoint Advisors
Massachusetts
$12.4M +$673K +15,865 +6%
GT
40
Greenleaf Trust
Michigan
$11.9M +$1.53M +36,026 +15%
FNB
41
Farmers National Bank
Kentucky
$11M +$318K +7,510 +3%
WWA
42
WCG Wealth Advisors
Nevada
$10.3M +$830K +19,565 +9%
MD
43
Money Design
Japan
$10M -$8M -188,659 -45%
LI
44
Latigo Investments
Florida
$10M – – –
V
45
VeraBank
Texas
$9.72M +$20.7K +489 +0.2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$9.71M -$3.96M -93,429 -29%
PFA
47
Pathway Financial Advisors
Vermont
$9.01M -$793K -18,703 -8%
BC
48
Brio Consultants
California
$8.68M +$392K +9,246 +5%
PA
49
Pinnacle Associates
New York
$8.61M -$585K -13,798 -7%
APCM
50
Alaska Permanent Capital Management
Alaska
$8.14M +$2.97K +70 +0%
1
2
3 4 5

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.