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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
AWM
76
Axxcess Wealth Management
California
$3.44M -$34K -854 -1%
KAS
77
Kestra Advisory Services
Texas
$3.33M +$2.2M +55,163 +210%
Cetera Investment Advisers
78
Cetera Investment Advisers
Illinois
$3.32M -$770K -19,334 -19%
CFO
79
CVA Family Office
Colorado
$3.31M -$110K -2,771 -3%
FA
80
Fortis Advisors
Pennsylvania
$3.31M -$20K -502 -0.6%
Renaissance Technologies
81
Renaissance Technologies
New York
$3.15M +$3.06M +76,800 New
MD
82
Money Design
Japan
$3.14M +$321K +8,055 +12%
FA
83
FDx Advisors
Illinois
$3.14M -$135K -3,385 -4%
NFW
84
Noble Family Wealth
Florida
$3.04M -$421K -10,568 -12%
IDBONY
85
Israel Discount Bank of New York
New York
$2.93M -$799K -20,078 -22%
SWM
86
Stapp Wealth Management
Washington
$2.86M -$74.4K -1,869 -3%
CAN
87
Cetera Advisor Networks
California
$2.81M +$15.4K +386 +0.6%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$2.66M +$1.12M +28,191 +77%
IBOK
89
Independence Bank of Kentucky
Kentucky
$2.63M -$143K -3,590 -5%
Comerica Bank
90
Comerica Bank
Texas
$2.42M +$2.04M +51,189 +645%
MTIC
91
Missouri Trust & Investment Company
Missouri
$2.31M +$582K +14,615 +35%
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
$2.19M +$2.12M +53,379 New
AG
93
AlTi Global
New York
$2.16M +$2.1M +52,756 New
CIA
94
Choate Investment Advisors
Massachusetts
$2.08M
RJA
95
Raymond James & Associates
Florida
$2.05M +$414K +10,405 +26%
GCP
96
GSA Capital Partners
United Kingdom
$2.04M +$1.98M +49,800 New
ARIS
97
Advanced Research Investment Solutions
California
$2.02M +$215K +5,392 +12%
VWA
98
Visionary Wealth Advisors
Illinois
$2.02M +$217K +5,456 +12%
PWM
99
Provident Wealth Management
Tennessee
$2.01M -$18.6K -467 -0.9%
Stifel Financial
100
Stifel Financial
Missouri
$1.97M -$38.8K -975 -2%

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.