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FlexShares Global Upstream Natural Resources Index Fund
GUNR

276 hedge funds and large institutions have $6.67B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

17% more funds holding in top 10

Funds holding in top 10: 29 → 34 (+5)

17% more capital invested

Capital invested by funds: $5.7B → $6.67B (+$966M)

2% more funds holding

Funds holding: 270 → 276 (+6)

1.55% more ownership

Funds ownership: 89.23% → 90.78% (+1.5%)

1% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 97

Holders
276
Holders Change
+6
Holders Change %
+2.22%
% of All Funds
4.44%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.55%
New
43
Increased
96
Reduced
97
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$164M
2
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$25.1M
3
BCM
BlueCrest Capital Management
Jersey
+$24.4M
4
Victory Capital Management
Victory Capital Management
Texas
+$14.5M
5
CIM
Cambria Investment Management
California
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$63.6M
2
UBS Group
UBS Group
Switzerland
-$57.9M
3
VA
Valmark Advisers
Ohio
-$46.3M
4
MD
Money Design
Japan
-$8M
5
OFG
Omega Financial Group
California
-$5.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
176
HighTower Advisors
Illinois
$452K -$23K -542 -5%
AWM
177
AE Wealth Management
Kansas
$438K -$15.3K -362 -3%
CWM
178
Circle Wealth Management
New Jersey
$436K -$611K -14,400 -59%
FWM
179
FFT Wealth Management
Pennsylvania
$435K – – –
WDL
180
Well Done LLC
Michigan
$409K – – –
SFA
181
Sequoia Financial Advisors
Ohio
$406K – – –
LNC
182
Lincoln National Corp
Pennsylvania
$399K +$1.7K +40 +0.4%
OLVIG
183
Oliver Lagore Vanvalin Investment Group
Michigan
$395K +$23.7K +560 +7%
SG
184
StoneX Group
New York
$395K -$16.7K -394 -4%
AWM
185
AllSquare Wealth Management
New York
$393K – – –
TRCT
186
Tower Research Capital (TRC)
New York
$388K +$367K +8,648 +3,203%
RCA
187
Resonant Capital Advisors
Wisconsin
$385K – – –
ECG
188
Edge Capital Group
Georgia
$373K – – –
TWP
189
Total Wealth Planning
Ohio
$371K -$98.7K -2,328 -21%
TPW
190
Transatlantique Private Wealth
New York
$369K -$139K -3,283 -28%
PJSIMP
191
P.J. Schmidt Investment Management (PJS)
Wisconsin
$366K +$63.6K +1,500 +22%
GWM
192
Greenwich Wealth Management
Connecticut
$364K -$92.9K -2,191 -21%
TF
193
TIAA FSB
Florida
$359K +$34.7K +818 +11%
MWA
194
Monograph Wealth Advisors
California
$359K – – –
ST
195
Sageworth Trust
Pennsylvania
$351K – – –
GT
196
Glenmede Trust
Pennsylvania
$348K – – –
WT
197
Washington Trust
Rhode Island
$343K – – –
BB
198
Busey Bank
Illinois
$334K – – –
CA
199
Calton & Associates
Florida
$302K +$23.2K +548 +9%
KIA
200
KCM Investment Advisors
California
$302K – – –
6 7
8
9 10

GUNR Hedge Fund Activity: Q4 2022 in Review

276 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2022, worth a combined $6.67B — up 17% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new GUNR positions and 32 closed out — a net gain of 11 holders — while 96 added to existing stakes and 97 trimmed.

The largest buyer was Northern Trust, adding an estimated $164M. The largest seller was Jane Street, exiting entirely with an estimated $63.6M sold.

  • 276 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2022, up from 270 in Q3 2022.
  • Funds reported $6.67B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2022, up 17% quarter-over-quarter.
  • 43 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2022 and 32 closed out, a net change of +11 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2022 was Northern Trust, an estimated $164M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2022 was Jane Street, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2022.