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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
CFO
151
Custos Family Office
Texas
$716K -$3.3K -80 -0.4%
SMA
152
Seven Mile Advisory
New Jersey
$694K +$714K +17,312 New
CBT
153
CoreFirst Bank & Trust
Kansas
$681K +$76.5K +1,855 +12%
OIA
154
OneDigital Investment Advisors
Kansas
$663K -$495 -12 -0.1%
LJAC
155
L.J. Altfest & Co
New York
$652K -$59.3K -1,437 -8%
FFA
156
First Foundation Advisors
California
$644K
HighTower Advisors
157
HighTower Advisors
Illinois
$634K -$109K -2,651 -14%
Creative Planning
158
Creative Planning
Kansas
$618K +$19.2K +466 +3%
PNC Financial Services Group
159
PNC Financial Services Group
Pennsylvania
$618K -$354K -8,571 -36%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$598K +$19.9K +483 +3%
Rockefeller Capital Management
161
Rockefeller Capital Management
New York
$586K -$60.3K -1,461 -9%
MG
162
Mather Group
Illinois
$566K +$582K +14,116 New
LMKC
163
L.M. Kohn & Company
Ohio
$560K +$31.9K +773 +6%
Renaissance Technologies
164
Renaissance Technologies
New York
$537K +$553K +13,400 New
William Blair & Company
165
William Blair & Company
Illinois
$534K -$70.4K -1,705 -11%
HVP
166
Hudson Value Partners
Florida
$526K +$284K +6,877 +110%
DAS
167
Dynamic Advisor Solutions
Arizona
$525K -$38.3K -927 -7%
Susquehanna International Group
168
Susquehanna International Group
Pennsylvania
$519K -$479K -11,609 -47%
FWM
169
Forza Wealth Management
Florida
$503K
Janney Montgomery Scott
170
Janney Montgomery Scott
Pennsylvania
$493K -$135K -3,280 -21%
MCWS
171
McKinley Carter Wealth Services
West Virginia
$489K -$70K -1,697 -12%
BRWA
172
B. Riley Wealth Advisors
Florida
$488K -$12.3K -297 -2%
UCFA
173
United Capital Financial Advisors
Texas
$478K +$492K +11,925 New
BCM
174
Barometer Capital Management
Ontario, Canada
$477K -$458K -11,100 -48%
PPC
175
Park Place Capital
Alabama
$475K

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.