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FlexShares Global Upstream Natural Resources Index Fund

280 hedge funds and large institutions have $5.1B invested in FlexShares Global Upstream Natural Resources Index Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 116 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 281280 (-1)

3.16% less ownership

Funds ownership: 90.51%87.35% (-3.2%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

15% less capital invested

Capital invested by funds: $5.99B → $5.1B (-$896M)

28% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 116

Holders
280
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.04%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
27
Increased
84
Reduced
116
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
76
Missouri Trust & Investment Company
Missouri
$2.25M -$7.91K -190 -0.3%
FTUS
77
Flow Traders U.S.
New York
$2.18M +$2.27M +54,413 New
PNC
78
Park National Corp
Ohio
$2.18M -$999K -24,003 -31%
AG
79
AlTi Global
New York
$2.15M -$7.37K -177 -0.3%
NFW
80
Noble Family Wealth
Florida
$2.03M -$105K -2,512 -5%
Lido Advisors
81
Lido Advisors
California
$1.92M +$462K +11,106 +30%
EWA
82
Etesian Wealth Advisors
Oregon
$1.9M +$139K +3,348 +8%
IBOK
83
Independence Bank of Kentucky
Kentucky
$1.9M -$684K -16,430 -26%
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$1.7M -$2.09M -50,186 -54%
Stifel Financial
85
Stifel Financial
Missouri
$1.65M -$32.6K -782 -2%
CB
86
Community Bank
New York
$1.61M +$49.5K +1,189 +3%
FCBT
87
First Citizens Bank & Trust
North Carolina
$1.58M -$268K -6,439 -14%
AGC
88
Aspen Grove Capital
Colorado
$1.49M
Tudor Investment Corp
89
Tudor Investment Corp
Connecticut
$1.47M +$1.52M +36,519 New
WPIC
90
White Pine Investment Company
Michigan
$1.45M +$50.6K +1,216 +3%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.35M +$64.2K +1,543 +5%
PWM
92
Provident Wealth Management
Tennessee
$1.35M -$611K -14,683 -30%
SAS
93
Stelac Advisory Services
New York
$1.34M +$1.39M +33,448 New
ASN
94
Advisory Services Network
Georgia
$1.34M +$218K +5,240 +19%
SWIM
95
Smallwood Wealth Investment Management
New Jersey
$1.27M +$21.4K +513 +2%
BPWM
96
Black Point Wealth Management
Florida
$1.21M +$1.26M +30,171 New
RJA
97
Raymond James & Associates
Florida
$1.21M -$473K -11,370 -27%
Northwestern Mutual Wealth Management
98
Northwestern Mutual Wealth Management
Wisconsin
$1.17M +$52.9K +1,271 +5%
Rockefeller Capital Management
99
Rockefeller Capital Management
New York
$1.12M +$75.3K +1,809 +7%
ZIM
100
Zacks Investment Management
Illinois
$1.11M +$1.15M +27,530 New

GUNR Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2024, worth a combined $5.1B — down 15% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GUNR positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 116 trimmed.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $10M. The largest seller was Northern Trust, cutting an estimated $541M.

  • 280 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2024, down from 281 in Q1 2024.
  • Funds reported $5.1B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2024, down 15% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2024 and 25 closed out, a net change of +2 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2024 was M Holdings Securities, an estimated $10M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2024 was Northern Trust, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2024.