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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
VI
151
VanderPol Investments
Michigan
$678K +$659K +16,560 New
HVP
152
Hudson Value Partners
Florida
$662K +$64.2K +1,613 +11%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$661K +$10.5K +263 +2%
FFA
154
First Foundation Advisors
California
$658K – – –
BB
155
Busey Bank
Illinois
$650K – – –
BJL
156
Brighton Jones LLC
Washington
$627K -$229K -5,745 -27%
SWM
157
Spire Wealth Management
Virginia
$616K -$4.86K -122 -0.8%
FPGK
158
Financial Partners Group (Kansas)
Kansas
$615K +$598K +15,016 New
BNP Paribas Financial Markets
159
BNP Paribas Financial Markets
France
$614K +$596K +14,984 New
HighTower Advisors
160
HighTower Advisors
Illinois
$613K -$321K -8,064 -35%
Creative Planning
161
Creative Planning
Kansas
$610K +$11.2K +281 +2%
VR
162
Valued Retirements
Texas
$606K +$589K +14,801 New
OIA
163
OneDigital Investment Advisors
Kansas
$600K – – –
SFS
164
Sowell Financial Services
Arkansas
$582K -$1.46M -36,715 -72%
LMKC
165
L.M. Kohn & Company
Ohio
$556K -$15.9K -400 -3%
STCOSD
166
Sageworth Trust Company of South Dakota
South Dakota
$540K – – –
TI
167
Trexquant Investment
Connecticut
$534K +$72.8K +1,828 +16%
TSS
168
Two Sigma Securities
New York
$534K +$519K +13,030 New
ACM
169
Advance Capital Management
Michigan
$516K -$581K -14,606 -54%
OCG
170
Opus Capital Group
Ohio
$509K +$17.9K +450 +4%
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$508K +$26.3K +661 +6%
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$502K -$18.6K -468 -4%
FWM
173
Forza Wealth Management
Florida
$491K – – –
PPC
174
Park Place Capital
Alabama
$485K – – –
RB
175
Renasant Bank
Mississippi
$485K – – –
5 6
7
8 9

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.