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FlexShares Global Upstream Natural Resources Index Fund

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: 283292 (+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: 3127 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
EBT
26
Enterprise Bank & Trust
Massachusetts
$15.9M +$287K +7,213 +2%
CTC
27
Central Trust Company
Missouri
$15.8M -$631K -15,864 -4%
ET
28
Equitable Trust
Tennessee
$15.8M -$20.4M -512,551 -57%
SW
29
SVB Wealth
Massachusetts
$15.4M -$6.43M -161,632 -30%
LPL Financial
30
LPL Financial
California
$15.3M +$1.85M +46,588 +14%
CFO
31
Colony Family Offices
North Carolina
$13.9M +$236K +5,934 +2%
CNBT
32
Cornerstone National Bank & Trust
Illinois
$13.5M -$290K -7,282 -2%
NL
33
Navalign LLC
California
$13.3M +$838K +21,050 +7%
CA
34
Centerpoint Advisors
Massachusetts
$12.6M +$167K +4,192 +1%
BCI
35
Brinker Capital Investments
Pennsylvania
$12.6M +$11.2M +281,969 +926%
OPS
36
Orion Portfolio Solutions
Nebraska
$12.6M +$11.2M +281,969 +926%
LSIA
37
LaSalle St. Investment Advisors
Illinois
$12.4M -$4.27M -107,215 -78%
FNB
38
Farmers National Bank
Kentucky
$12.3M +$224K +5,638 +2%
SC
39
Steph & Co
Wisconsin
$12.1M -$1.32M -33,228 -10%
UBG
40
United Bank (Georgia)
Georgia
$11.3M -$182K -4,585 -2%
V
41
VeraBank
Texas
$10.4M +$370K +9,308 +4%
CWM
42
Capital Wealth Management
Rhode Island
$9.75M -$1.34M -33,768 -12%
Envestnet Portfolio Solutions
43
Envestnet Portfolio Solutions
Illinois
$9.75M -$622K -15,619 -6%
LI
44
Latigo Investments
Florida
$9.42M
PPW
45
Pasadena Private Wealth
California
$9M +$394K +9,904 +5%
GT
46
Greenleaf Trust
Michigan
$8.74M +$347K +8,709 +4%
HB
47
Horizon Bancorp
Indiana
$8.54M +$6.73M +168,974 +428%
PFA
48
Pathway Financial Advisors
Vermont
$8.03M -$323K -8,123 -4%
Wells Fargo
49
Wells Fargo
California
$7.73M -$264K -6,631 -3%
BPA
50
Beacon Pointe Advisors
California
$7.67M -$3.17M -79,680 -30%

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.