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FlexShares Global Upstream Natural Resources Index Fund
GUNR

232 hedge funds and large institutions have $5.89B invested in FlexShares Global Upstream Natural Resources Index Fund in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

25% more funds holding in top 10

Funds holding in top 10: 20 → 25 (+5)

23% more funds holding

Funds holding: 189 → 232 (+43)

18% more capital invested

Capital invested by funds: $4.99B → $5.89B (+$894M)

0% more ownership

Funds ownership: 89.58% → 89.58% (+0%)

Holders
232
Holders Change
+43
Holders Change %
+22.75%
% of All Funds
3.57%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.38%
New
59
Increased
83
Reduced
45
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$211M
2
Northern Trust
Northern Trust
Illinois
+$178M
3
EW
Evoke Wealth
California
+$15.1M
4
UBS Group
UBS Group
Switzerland
+$13.4M
5
BCM
BlueCrest Capital Management
Jersey
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$45.7M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$5.8M
3
MFM
MD Financial Management
Ontario, Canada
-$4.48M
4
MD
Money Design
Japan
-$4.23M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$3.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
151
Washington Trust
Rhode Island
$311K – – –
OPS
152
Orion Portfolio Solutions
Nebraska
$305K +$6.5K +168 +2%
PFS
153
Prospera Financial Services
Texas
$296K +$14.1K +365 +5%
HighTower Advisors
154
HighTower Advisors
Illinois
$281K +$274K +7,076 New
GT
155
Greenleaf Trust
Michigan
$278K – – –
Prudential Financial
156
Prudential Financial
New Jersey
$276K +$12.5K +324 +5%
CB
157
CNB Bank
Pennsylvania
$274K – – –
KIA
158
KCM Investment Advisors
California
$274K – – –
NW
159
NewEdge Wealth
Pennsylvania
$273K +$268K +6,925 New
RCA
160
Resonant Capital Advisors
Wisconsin
$269K – – –
NGA
161
Naples Global Advisors
Florida
$258K – – –
CFRPA
162
Castle Financial & Retirement Planning Associates
New Jersey
$250K +$223K +5,775 New
CPIG
163
Chicago Partners Investment Group
Illinois
$249K – – –
CGFA
164
Colton Groome Financial Advisors
North Carolina
$237K -$348 -9 -0.2%
EWM
165
Endowment Wealth Management
Wisconsin
$237K +$232K +6,012 New
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$236K +$231K +5,984 New
FTS
167
Fifth Third Securities
Ohio
$234K – – –
IP
168
Investment Partners
Ohio
$228K – – –
BFEC
169
Benjamin F. Edwards & Company
Missouri
$225K – – –
DSA
170
Droms Strauss Advisors
Missouri
$223K – – –
PIA
171
Perennial Investment Advisors
California
$222K – – –
Ameriprise
172
Ameriprise
Minnesota
$219K +$214K +5,545 New
DWT
173
Dorsey & Whitney Trust
South Dakota
$217K – – –
Comerica Bank
174
Comerica Bank
Texas
$209K +$196K +5,071 New
LGWM
175
Litman Gregory Wealth Management
California
$209K +$205K +5,296 New
5 6
7
8 9

GUNR Hedge Fund Activity: Q4 2021 in Review

232 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2021, worth a combined $5.89B — up 18% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new GUNR positions and 16 closed out — a net gain of 43 holders — while 83 added to existing stakes and 45 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $211M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $45.7M.

  • 232 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2021, up from 189 in Q3 2021.
  • Funds reported $5.89B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2021, up 18% quarter-over-quarter.
  • 59 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2021 and 16 closed out, a net change of +43 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2021 was Jane Street, an estimated $211M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2021 was Perella Weinberg Partners Capital Management, an estimated $45.7M sold.

Based on aggregated 13F filings for Q4 2021.