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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
AFG
51
Arkansas Financial Group
Arkansas
$7.42M +$2.31M +58,060 +47%
WAP
52
Wealthcare Advisory Partners
Pennsylvania
$7.18M +$312K +7,840 +5%
Ameriprise
53
Ameriprise
Minnesota
$7.13M +$299K +7,522 +5%
PCMC
54
Paragon Capital Management (Colorado)
Colorado
$7.02M +$156K +3,911 +2%
Citadel Advisors
55
Citadel Advisors
Florida
$6.85M +$5.12M +128,547 +332%
BC
56
Brio Consultants
California
$6.45M +$162K +4,073 +3%
BCM
57
Boltwood Capital Management
California
$6.43M +$601K +15,105 +11%
TCPWM
58
Traverso Chambers Private Wealth Management
California
$6.17M +$63K +1,583 +1%
Franklin Resources
59
Franklin Resources
California
$5.95M +$1.99M +50,049 +53%
LSAG
60
Lake Street Advisors Group
New Hampshire
$4.98M +$53.8K +1,351 +1%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$4.89M -$408K -10,243 -8%
RA
62
Regis Acquisition
Colorado
$4.84M +$1.63M +40,830 +53%
MML Investors Services
63
MML Investors Services
Massachusetts
$4.74M -$825K -20,724 -15%
FA
64
Fermata Advisors
California
$4.55M -$69.9K -1,756 -2%
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$4.46M +$905K +22,730 +26%
AWM
66
Austin Wealth Management
Texas
$4.44M +$281K +7,054 +7%
IWP
67
IAG Wealth Partners
Wisconsin
$4.44M +$4.3M +108,038 +28,887%
WCFA
68
Walkner Condon Financial Advisors
Wisconsin
$4.37M -$1.77M -44,539 -29%
PNC
69
Park National Corp
Ohio
$4.36M -$81.5K -2,047 -2%
CA
70
CoreCap Advisors
Michigan
$4.36M +$101K +2,548 +2%
SRSA
71
S.R. Schill & Associates
Washington
$4.15M +$264K +6,643 +7%
Osaic Holdings
72
Osaic Holdings
Arizona
$3.81M -$3.96M -99,595 -52%
WMA
73
West Michigan Advisors
Michigan
$3.75M +$106K +2,654 +3%
NAS
74
Nicolet Advisory Services
Wisconsin
$3.67M +$240K +6,024 +7%
CL
75
Choreo LLC
Illinois
$3.47M +$1.07M +26,936 +47%

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.