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FlexShares Global Upstream Natural Resources Index Fund

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: 283292 (+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: 3127 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
DWT
176
Dorsey & Whitney Trust
South Dakota
$485K +$7.92K +199 +2%
HCM
177
Hollencrest Capital Management
California
$478K
MG
178
Mather Group
Illinois
$470K -$59.7K -1,499 -12%
Prudential Financial
179
Prudential Financial
New Jersey
$469K -$226K -5,690 -33%
CB
180
Commerce Bank
Missouri
$433K +$1.99K +50 +0.5%
LJAC
181
L.J. Altfest & Co
New York
$425K -$222K -5,580 -35%
Wealth Enhancement Advisory Services
182
Wealth Enhancement Advisory Services
Minnesota
$418K +$7.8K +196 +2%
MCWS
183
McKinley Carter Wealth Services
West Virginia
$417K -$72K -1,810 -15%
CWM
184
Circle Wealth Management
New Jersey
$411K
WB
185
WesBanco Bank
West Virginia
$402K -$13.7K -344 -3%
WDL
186
Well Done LLC
Michigan
$386K
SFA
187
Sequoia Financial Advisors
Ohio
$375K +$1.63K +41 +0.5%
PCMC
188
Private Capital Management (Colorado)
Colorado
$364K +$353K +8,878 New
MWA
189
Monograph Wealth Advisors
California
$350K +$11.5K +290 +4%
ECG
190
Edge Capital Group
Georgia
$349K -$2.55K -64 -0.7%
RCA
191
Resonant Capital Advisors
Wisconsin
$347K -$15.9K -400 -5%
Luther King Capital Management (LKCM)
192
Luther King Capital Management (LKCM)
Texas
$344K
EDRH
193
Edmond de Rothschild Holding
Switzerland
$341K -$47.8K -1,200 -13%
TCBWMS
194
Texas Capital Bank Wealth Management Services
Texas
$341K -$119K -3,000 -27%
FFA
195
Fortune Financial Advisors
Kansas
$335K -$14.1K -354 -4%
GWM
196
Greenwich Wealth Management
Connecticut
$333K +$9.75K +245 +3%
PFS
197
Prospera Financial Services
Texas
$332K +$71.2K +1,789 +28%
EW
198
Evoke Wealth
California
$330K -$103M -2,576,383 -100%
GT
199
Glenmede Trust
Pennsylvania
$328K
AWM
200
AllSquare Wealth Management
New York
$326K -$8.96K -225 -3%

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.