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FlexShares Global Upstream Natural Resources Index Fund

269 hedge funds and large institutions have $6.85B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 79

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

1% more funds holding

Funds holding: 267269 (+2)

7.38% less ownership

Funds ownership: 99.18%91.81% (-7.4%)

12% less capital invested

Capital invested by funds: $7.78B → $6.85B (-$926M)

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
4.53%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.51%
New
35
Increased
101
Reduced
79
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IDBONY
101
Israel Discount Bank of New York
New York
$1.9M +$97.7K +2,163 +5%
ARIS
102
Advanced Research Investment Solutions
California
$1.88M +$297K +6,579 +16%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$1.84M +$1.52M +33,710 +264%
OCM
104
One Capital Management
California
$1.82M
CIA
105
Compass Ion Advisors
Pennsylvania
$1.72M -$38.2K -846 -2%
FFA
106
First Foundation Advisors
California
$1.66M
HW
107
Hancock Whitney
Mississippi
$1.65M -$19.1K -423 -1%
TWP
108
Total Wealth Planning
Ohio
$1.59M -$556K -12,307 -24%
LNWTC
109
Laird Norton Wetherby Trust Company
Washington
$1.56M -$415K -9,180 -19%
JMPWA
110
JP Morgan Private Wealth Advisors
California
$1.55M -$1.81K -40 -0.1%
FTUS
111
Flow Traders U.S.
New York
$1.54M +$1.75M +38,741 New
MTIC
112
Missouri Trust & Investment Company
Missouri
$1.49M +$265K +5,865 +18%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$1.48M +$280K +6,207 +20%
CB
114
Community Bank
New York
$1.38M -$74.1K -1,640 -5%
BBHC
115
Brown Brothers Harriman & Co
New York
$1.38M +$32.1K +710 +2%
GT
116
Greenleaf Trust
Michigan
$1.35M +$1.22M +27,040 +384%
GVAG
117
Great Valley Advisor Group
Delaware
$1.29M +$286K +6,331 +24%
SWIM
118
Smallwood Wealth Investment Management
New Jersey
$1.28M -$1.4K -31 -0.1%
Stifel Financial
119
Stifel Financial
Missouri
$1.21M +$433K +9,582 +46%
PHS
120
Pekin Hardy Strauss
Illinois
$1.12M +$21.7K +480 +2%
BG
121
Benedetti & Gucer
Georgia
$1.09M +$1.24M +27,524 New
STCOSD
122
Sageworth Trust Company of South Dakota
South Dakota
$1.07M
CAN
123
Cetera Advisor Networks
California
$1.03M +$1.17M +25,917 New
SFM
124
Signet Financial Management
New Jersey
$996K +$37.6K +833 +3%
CWM
125
Circle Wealth Management
New Jersey
$969K

GUNR Hedge Fund Activity: Q2 2022 in Review

269 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2022, worth a combined $6.85B — down 12% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GUNR positions and 32 closed out — a net gain of 3 holders — while 101 added to existing stakes and 79 trimmed.

The largest buyer was Bessemer Group, adding an estimated $280M. The largest seller was Aaron Wealth Advisors, cutting an estimated $569M.

  • 269 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2022, up from 267 in Q1 2022.
  • Funds reported $6.85B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 35 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2022 and 32 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2022 was Bessemer Group, an estimated $280M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2022 was Aaron Wealth Advisors, an estimated $569M sold.

Based on aggregated 13F filings for Q2 2022.