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FlexShares Global Upstream Natural Resources Index Fund
GUNR

280 hedge funds and large institutions have $5.1B invested in FlexShares Global Upstream Natural Resources Index Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 116 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 281 → 280 (-1)

3.16% less ownership

Funds ownership: 90.51% → 87.35% (-3.2%)

4% less funds holding in top 10

Funds holding in top 10: 24 → 23 (-1)

15% less capital invested

Capital invested by funds: $5.99B → $5.1B (-$896M)

28% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 116

Holders
280
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.04%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
27
Increased
84
Reduced
116
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MHS
M Holdings Securities
Oregon
+$10M
2
SFC
Strategic Financial Concepts
Texas
+$6.84M
3
VA
Valmark Advisers
Ohio
+$5.94M
4
HB
Horizon Bancorp
Indiana
+$5.02M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.35M

Top Sellers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
-$541M
2
EW
Evoke Wealth
California
-$142M
3
CFB
Cullen/Frost Bankers
Texas
-$36.7M
4
Jane Street
Jane Street
New York
-$29.3M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$11.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCBWMS
151
Texas Capital Bank Wealth Management Services
Texas
$578K +$254K +6,098 +73%
OCG
152
Opus Capital Group
Ohio
$554K +$6.87K +165 +1%
WCM
153
Wealthcare Capital Management
Virginia
$527K -$177K -4,262 -25%
FFA
154
First Foundation Advisors
California
$525K -$125K -2,999 -19%
CB
155
Commerce Bank
Missouri
$511K +$68.8K +1,653 +15%
FWM
156
FFT Wealth Management
Pennsylvania
$487K – – –
FWM
157
Forza Wealth Management
Florida
$481K – – –
PPC
158
Park Place Capital
Alabama
$476K – – –
RB
159
Renasant Bank
Mississippi
$476K – – –
HCM
160
Hollencrest Capital Management
California
$469K – – –
CAM
161
Cresset Asset Management
Illinois
$467K +$484K +11,623 New
FPGK
162
Financial Partners Group (Kansas)
Kansas
$463K -$56.6K -1,359 -11%
WT
163
Whittier Trust
California
$462K +$408K +9,793 +566%
RCM
164
Rain Capital Management
Oregon
$462K -$132K -3,181 -23%
MG
165
Mather Group
Illinois
$457K +$15.8K +379 +4%
VI
166
VanderPol Investments
Michigan
$447K -$74.2K -1,783 -14%
TSS
167
Two Sigma Securities
New York
$425K -$508K -12,203 -54%
IDBONY
168
Israel Discount Bank of New York
New York
$408K -$826K -19,827 -66%
FIM
169
Freedom Investment Management
Connecticut
$385K +$400K +9,603 New
DWT
170
Dorsey & Whitney Trust
South Dakota
$382K -$41.6K -1,000 -9%
WDL
171
Well Done LLC
Michigan
$379K – – –
SFA
172
Sequoia Financial Advisors
Ohio
$377K -$416 -10 -0.1%
STCOSD
173
Sageworth Trust Company of South Dakota
South Dakota
$363K -$146K -3,504 -28%
MCWS
174
McKinley Carter Wealth Services
West Virginia
$351K – – –
MWA
175
Monograph Wealth Advisors
California
$343K – – –
5 6
7
8 9

GUNR Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2024, worth a combined $5.1B — down 15% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GUNR positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 116 trimmed.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $10M. The largest seller was Northern Trust, cutting an estimated $541M.

  • 280 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2024, down from 281 in Q1 2024.
  • Funds reported $5.1B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2024, down 15% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2024 and 25 closed out, a net change of +2 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2024 was M Holdings Securities, an estimated $10M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2024 was Northern Trust, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2024.