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FlexShares Global Upstream Natural Resources Index Fund

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: 2934 (+5)

17% more capital invested

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

2% more funds holding

Funds holding: 270276 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
UBG
51
United Bank (Georgia)
Georgia
$7.45M -$1.57M -36,931 -18%
WCFA
52
Walkner Condon Financial Advisors
Wisconsin
$7.27M -$3.27K -77 -0%
PCMC
53
Paragon Capital Management (Colorado)
Colorado
$7.08M +$352K +8,307 +5%
WAP
54
Wealthcare Advisory Partners
Pennsylvania
$6.88M +$414K +9,756 +7%
TCPWM
55
Traverso Chambers Private Wealth Management
California
$6.84M -$26K -613 -0.4%
Ameriprise
56
Ameriprise
Minnesota
$6.83M +$1.76M +41,525 +36%
BSG
57
Black Swift Group
Colorado
$6.5M -$346K -8,167 -5%
Osaic Holdings
58
Osaic Holdings
Arizona
$5.53M +$752K +17,734 +16%
RJA
59
Raymond James & Associates
Florida
$5.31M -$781K -18,417 -13%
LSAG
60
Lake Street Advisors Group
New Hampshire
$5.25M +$28K +660 +0.5%
TPCW
61
TD Private Client Wealth
New York
$5.19M -$401K -9,453 -7%
BCM
62
Boltwood Capital Management
California
$5.12M +$292K +6,891 +6%
LSIA
63
LaSalle St. Investment Advisors
Illinois
$4.88M +$4.76M +112,226 New
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$4.67M -$286K -6,743 -6%
FA
65
Fortis Advisors
Pennsylvania
$4.48M +$164K +3,862 +3%
FA
66
FDx Advisors
Illinois
$4.34M -$259K -6,108 -6%
CA
67
CoreCap Advisors
Michigan
$4.27M -$490K -11,553 -11%
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$4.22M +$938K +22,109 +29%
CFO
69
CVA Family Office
Colorado
$4.18M -$2M -47,133 -33%
AFG
70
Arkansas Financial Group
Arkansas
$4.14M +$256K +6,043 +7%
MML Investors Services
71
MML Investors Services
Massachusetts
$4.11M -$664K -15,666 -14%
FA
72
Fermata Advisors
California
$4.09M +$94K +2,217 +2%
NAS
73
Nicolet Advisory Services
Wisconsin
$4.02M -$281K -6,634 -7%
WMA
74
West Michigan Advisors
Michigan
$3.98M +$657K +15,486 +20%
SRSA
75
S.R. Schill & Associates
Washington
$3.86M -$475K -11,204 -11%

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.