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FlexShares Global Upstream Natural Resources Index Fund

269 hedge funds and large institutions have $6.85B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 79

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

1% more funds holding

Funds holding: 267269 (+2)

7.38% less ownership

Funds ownership: 99.18%91.81% (-7.4%)

12% less capital invested

Capital invested by funds: $7.78B → $6.85B (-$926M)

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
4.53%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.51%
New
35
Increased
101
Reduced
79
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MHS
201
M Holdings Securities
Oregon
$274K -$5.83K -129 -2%
PJSIMP
202
P.J. Schmidt Investment Management (PJS)
Wisconsin
$260K +$272K +6,030 New
SB
203
Simmons Bank
Arkansas
$247K -$186K -4,107 -40%
SSWM
204
Sheets Smith Wealth Management
North Carolina
$246K +$280K +6,195 New
PFS
205
Prospera Financial Services
Texas
$243K -$16.4K -362 -6%
HVP
206
Hudson Value Partners
Florida
$233K +$266K +5,884 New
CB
207
CNB Bank
Pennsylvania
$231K -$9.04K -200 -3%
DY
208
Dowling & Yahnke
California
$229K -$445K -9,858 -63%
IP
209
Investment Partners
Ohio
$229K
FTS
210
Fifth Third Securities
Ohio
$226K +$2.89K +64 +1%
DSA
211
Droms Strauss Advisors
Missouri
$224K
CPIG
212
Chicago Partners Investment Group
Illinois
$223K
PIA
213
Perennial Investment Advisors
California
$223K
CRI
214
Colonial River Investments
Virginia
$222K +$253K +5,592 New
DWT
215
Dorsey & Whitney Trust
South Dakota
$215K -$3.25K -72 -1%
BFEC
216
Benjamin F. Edwards & Company
Missouri
$215K
NGA
217
Naples Global Advisors
Florida
$212K -$27.1K -600 -10%
Renaissance Technologies
218
Renaissance Technologies
New York
$210K +$239K +5,300 New
IA
219
IFP Advisors
Florida
$207K
AP
220
Advisors Preferred
Maryland
$180K +$204K +4,525 New
Fifth Third Bancorp
221
Fifth Third Bancorp
Ohio
$150K -$5.83K -129 -3%
OLVIG
222
Oliver Lagore Vanvalin Investment Group
Michigan
$149K +$170K +3,768 New
Daiwa Securities Group
223
Daiwa Securities Group
Japan
$147K
PFGIA
224
Patriot Financial Group Insurance Agency
Massachusetts
$113K +$633 +14 +0.5%
JP Morgan Chase
225
JP Morgan Chase
New York
$102K -$491K -10,857 -81%

GUNR Hedge Fund Activity: Q2 2022 in Review

269 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2022, worth a combined $6.85B — down 12% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GUNR positions and 32 closed out — a net gain of 3 holders — while 101 added to existing stakes and 79 trimmed.

The largest buyer was Bessemer Group, adding an estimated $280M. The largest seller was Aaron Wealth Advisors, cutting an estimated $569M.

  • 269 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2022, up from 267 in Q1 2022.
  • Funds reported $6.85B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 35 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2022 and 32 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2022 was Bessemer Group, an estimated $280M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2022 was Aaron Wealth Advisors, an estimated $569M sold.

Based on aggregated 13F filings for Q2 2022.