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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
AWA
76
Alaska Wealth Advisors
Alaska
$3.66M -$46.1K -1,087 -1%
Franklin Resources
77
Franklin Resources
California
$3.63M +$14.9K +351 +0.4%
CCMG
78
Clark Capital Management Group
Pennsylvania
$3.63M -$302K -7,118 -8%
PNC
79
Park National Corp
Ohio
$3.52M +$829K +19,551 +32%
DP
80
Denver PWM
Colorado
$3.21M +$572K +13,490 +22%
AWM
81
Axxcess Wealth Management
California
$3.15M +$13.7K +322 +0.4%
IBOK
82
Independence Bank of Kentucky
Kentucky
$3.11M +$134K +3,170 +5%
ARIS
83
Advanced Research Investment Solutions
California
$3.03M +$1.09M +25,707 +59%
SAS
84
Stelac Advisory Services
New York
$2.84M -$370K -8,726 -12%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$2.83M -$185K -4,366 -6%
RMC
86
Regis Management Company
California
$2.81M -$92.2K -2,175 -3%
PWMAG
87
Pinnacle Wealth Management Advisory Group
New Jersey
$2.75M -$401K -9,465 -13%
Bank of New York Mellon
88
Bank of New York Mellon
New York
$2.75M +$84.5K +1,993 +3%
Mirae Asset Global Investments
89
Mirae Asset Global Investments
South Korea
$2.57M +$1.08M +25,500 +76%
PWM
90
Provident Wealth Management
Tennessee
$2.56M +$112K +2,646 +5%
SWM
91
Stapp Wealth Management
Washington
$2.38M -$18.7K -441 -0.8%
IDBONY
92
Israel Discount Bank of New York
New York
$2.34M +$267K +6,287 +13%
FAIM
93
Financial Advocates Investment Management
Washington
$2.29M -$20.9K -494 -0.9%
TA
94
Tiedemann Advisors
New York
$2.21M +$12.2K +287 +0.6%
CAN
95
Cetera Advisor Networks
California
$2.21M +$788K +18,572 +57%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$2.21M +$62.3K +1,469 +3%
SFS
97
Sowell Financial Services
Arkansas
$2.2M -$42.7K -1,006 -2%
Stifel Financial
98
Stifel Financial
Missouri
$2.02M +$585K +13,790 +42%
SIA
99
SeaBridge Investment Advisors
New Jersey
$2.01M -$1.48M -34,973 -43%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$2.01M -$227K -5,352 -10%

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.