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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
DP
101
Denver PWM
Colorado
$1.91M -$1.1M -27,629 -37%
Tudor Investment Corp
102
Tudor Investment Corp
Connecticut
$1.81M +$1.5M +37,608 +572%
Corient Private Wealth
103
Corient Private Wealth
Florida
$1.77M +$21.4K +537 +1%
EWA
104
Etesian Wealth Advisors
Oregon
$1.6M +$77.5K +1,948 +5%
BIA
105
Barry Investment Advisors
Massachusetts
$1.56M +$1.11M +27,987 +277%
CB
106
Community Bank
New York
$1.56M +$24.7K +620 +2%
AGC
107
Aspen Grove Capital
Colorado
$1.52M
Cambridge Investment Research Advisors
108
Cambridge Investment Research Advisors
Iowa
$1.47M +$108K +2,715 +8%
SAS
109
Stelac Advisory Services
New York
$1.43M -$112K -2,819 -7%
CA
110
Cetera Advisors
Colorado
$1.39M +$61.9K +1,556 +5%
HW
111
Hancock Whitney
Mississippi
$1.34M
WPIC
112
White Pine Investment Company
Michigan
$1.32M +$105K +2,638 +9%
SWIM
113
Smallwood Wealth Investment Management
New Jersey
$1.26M +$30K +753 +3%
Cerity Partners
114
Cerity Partners
New York
$1.26M +$98.3K +2,471 +9%
KeyBank National Association
115
KeyBank National Association
Ohio
$1.25M +$1.21M +30,442 New
Wealthfront Advisers
116
Wealthfront Advisers
California
$1.23M -$498K -12,516 -29%
FLPIM
117
F.L. Putnam Investment Management
Massachusetts
$1.15M -$858K -21,562 -43%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$1.14M +$15.9K +400 +1%
BG
119
Benedetti & Gucer
Georgia
$1.13M -$42.3K -1,064 -4%
FA
120
Fiducient Advisors
Illinois
$1.11M -$1.92M -48,147 -64%
PHS
121
Pekin Hardy Strauss
Illinois
$1.07M -$59.7K -1,500 -5%
QCIG
122
Quad-Cities Investment Group
Iowa
$1.07M -$253K -6,357 -19%
BBHC
123
Brown Brothers Harriman & Co
New York
$1.06M
ASN
124
Advisory Services Network
Georgia
$1.03M -$63.6K -1,597 -6%
HA
125
Herold Advisors
New York
$1.03M -$78.2K -1,964 -7%

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.