We are live on ! Find out more
GUNR icon

FlexShares Global Upstream Natural Resources Index Fund
GUNR

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: 283 → 292 (+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: 31 → 27 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$91M
2
OMC
Old Mission Capital
Illinois
+$23.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$20.2M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$14.6M
5
Jane Street
Jane Street
New York
+$12.7M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$391M
2
EW
Evoke Wealth
California
-$103M
3
ET
Equitable Trust
Tennessee
-$20.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.05M
5
SW
SVB Wealth
Massachusetts
-$6.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
126
Nicolet Bankshares
Wisconsin
$1.01M +$556K +13,970 +130%
WCM
127
Wealthcare Capital Management
Virginia
$964K -$172K -4,323 -16%
KTA
128
Keeley-Teton Advisors
Illinois
$961K +$756 +19 +0.1%
MFAM
129
M Financial Asset Management
Oregon
$954K +$123K +3,096 +15%
Rockefeller Capital Management
130
Rockefeller Capital Management
New York
$922K +$40.3K +1,012 +5%
CWM
131
Cedar Wealth Management
California
$902K – – –
PA
132
Pinnacle Associates
New York
$902K -$121K -3,038 -12%
IFPG
133
Intrepid Financial Planning Group
Indiana
$890K -$49.4K -1,241 -5%
Bank of New York Mellon
134
Bank of New York Mellon
New York
$874K -$567K -14,253 -40%
Squarepoint
135
Squarepoint
New York
$868K +$844K +21,207 New
KCM
136
Kendall Capital Management
Maryland
$858K -$24.3K -610 -3%
JP Morgan Chase
137
JP Morgan Chase
New York
$852K +$456K +11,468 +123%
TPCW
138
TD Private Client Wealth
New York
$848K -$2.97M -74,565 -78%
CBT
139
CoreFirst Bank & Trust
Kansas
$837K +$92.6K +2,327 +13%
SIM
140
Studio Investment Management
Illinois
$820K +$300K +7,535 +60%
HIM
141
Hanlon Investment Management
New Jersey
$807K -$399K -10,024 -34%
EWA
142
EP Wealth Advisors
California
$772K +$358 +9 +0%
CM
143
Columbus Macro
Pennsylvania
$766K -$15.7K -394 -2%
RCM
144
Rain Capital Management
Oregon
$754K -$21.1K -530 -3%
YIH
145
Y-Intercept (HK)
Hong Kong
$744K +$723K +18,166 New
CFO
146
Custos Family Office
Texas
$732K – – –
GPA
147
Garrison Point Advisors
California
$729K -$8.52K -214 -1%
Baird Financial Group
148
Baird Financial Group
Wisconsin
$728K -$52.7K -1,323 -7%
SMA
149
Seven Mile Advisory
New Jersey
$709K – – –
FWM
150
FFT Wealth Management
Pennsylvania
$682K – – –
4 5
6
7 8

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.