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FlexShares Global Upstream Natural Resources Index Fund

287 hedge funds and large institutions have $6.54B invested in FlexShares Global Upstream Natural Resources Index Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% more ownership

Funds ownership: 91.3%91.5% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 107

3% less capital invested

Capital invested by funds: $6.74B → $6.54B (-$204M)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

1% less funds holding

Funds holding: 291287 (-4)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

Holders
287
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.51%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.46%
New
29
Increased
104
Reduced
107
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
101
Missouri Trust & Investment Company
Missouri
$1.68M +$88.9K +2,155 +5%
Corient Private Wealth
102
Corient Private Wealth
Florida
$1.62M +$610K +14,783 +58%
HW
103
Hancock Whitney
Mississippi
$1.57M
SAS
104
Stelac Advisory Services
New York
$1.56M -$759K -18,395 -32%
Wealthfront Advisers
105
Wealthfront Advisers
California
$1.52M -$881K -21,362 -36%
AGC
106
Aspen Grove Capital
Colorado
$1.49M
CB
107
Community Bank
New York
$1.48M +$20.6K +500 +1%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$1.42M -$167K -4,045 -10%
Cambridge Investment Research Advisors
109
Cambridge Investment Research Advisors
Iowa
$1.37M +$115K +2,781 +9%
FLPIM
110
F.L. Putnam Investment Management
Massachusetts
$1.36M +$1.4M +33,919 New
CRI
111
Colonial River Investments
Virginia
$1.3M +$162K +3,938 +14%
BCI
112
Brinker Capital Investments
Pennsylvania
$1.26M -$17.2K -418 -1%
OPS
113
Orion Portfolio Solutions
Nebraska
$1.26M -$17.2K -418 -1%
Bank of New York Mellon
114
Bank of New York Mellon
New York
$1.23M -$568K -13,777 -31%
EWA
115
Etesian Wealth Advisors
Oregon
$1.2M +$238K +5,762 +24%
HIM
116
Hanlon Investment Management
New Jersey
$1.2M +$276K +6,698 +29%
SWIM
117
Smallwood Wealth Investment Management
New Jersey
$1.18M -$19.1K -463 -2%
JMPWA
118
JP Morgan Private Wealth Advisors
California
$1.15M -$437K -10,582 -27%
BG
119
Benedetti & Gucer
Georgia
$1.14M -$9.08K -220 -0.8%
Brown Advisory
120
Brown Advisory
Maryland
$1.11M -$64.9K -1,574 -5%
HA
121
Herold Advisors
New York
$1.1M +$315K +7,640 +39%
Prudential Financial
122
Prudential Financial
New Jersey
$1.1M +$538K +13,031 +91%
PHS
123
Pekin Hardy Strauss
Illinois
$1.07M +$21.3K +515 +2%
WPIC
124
White Pine Investment Company
Michigan
$1.06M +$339K +8,210 +45%
BBHC
125
Brown Brothers Harriman & Co
New York
$1.05M -$354K -8,580 -25%

GUNR Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2023, worth a combined $6.54B — down 3% from $6.74B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of GUNR and 29 opened new positions — a net loss of 3 holders — while 107 trimmed existing stakes and 104 added.

The largest buyer was Northern Trust, adding an estimated $288M. The largest seller was Jane Street, cutting an estimated $91.7M.

  • 287 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2023, down from 291 in Q1 2023.
  • Funds reported $6.54B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2023, down 3% quarter-over-quarter.
  • 29 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2023 and 32 closed out, a net change of -3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2023 was Northern Trust, an estimated $288M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2023 was Jane Street, an estimated $91.7M sold.

Based on aggregated 13F filings for Q2 2023.