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FlexShares Global Upstream Natural Resources Index Fund

287 hedge funds and large institutions have $6.54B invested in FlexShares Global Upstream Natural Resources Index Fund in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 104 increasing their positions, 107 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% more ownership

Funds ownership: 91.3%91.5% (+0.2%)

3% less repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 107

3% less capital invested

Capital invested by funds: $6.74B → $6.54B (-$204M)

9% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 32

1% less funds holding

Funds holding: 291287 (-4)

6% less funds holding in top 10

Funds holding in top 10: 3129 (-2)

Holders
287
Holders Change
-4
Holders Change %
-1.37%
% of All Funds
4.51%
Holding in Top 10
29
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.45%
% of All Funds
0.46%
New
29
Increased
104
Reduced
107
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PJSIMP
201
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K
GWM
202
Greenwich Wealth Management
Connecticut
$316K -$122K -2,962 -27%
WT
203
Washington Trust
Rhode Island
$316K
3LCM
204
3D/L Capital Management
Connecticut
$311K +$72.8K +1,764 +29%
PCM
205
Prelude Capital Management
New York
$309K +$33.4K +810 +12%
FFA
206
Fortune Financial Advisors
Kansas
$309K +$318K +7,705 New
Bank of Montreal
207
Bank of Montreal
Ontario, Canada
$308K -$86.9K -2,107 -22%
AFP
208
Ausdal Financial Partners
Iowa
$307K -$1.44K -35 -0.5%
SFM
209
Signet Financial Management
New Jersey
$296K -$760K -18,418 -71%
STA
210
Summit Trail Advisors
New York
$296K +$304K +7,375 New
TI
211
Trexquant Investment
Connecticut
$293K +$87.2K +2,113 +41%
KIA
212
KCM Investment Advisors
California
$278K
MC
213
Moors & Cabot
Massachusetts
$274K
Betterment LLC
214
Betterment LLC
New York
$274K +$70.6K +1,710 +33%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$270K -$4.08K -99 -1%
TWP
216
Total Wealth Planning
Ohio
$268K -$24K -581 -8%
BIA
217
Barry Investment Advisors
Massachusetts
$267K +$275K +6,663 New
CA
218
Calton & Associates
Florida
$263K -$17.2K -418 -6%
VFP
219
Verus Financial Partners
Virginia
$258K +$250K +6,047 New
EWM
220
Endowment Wealth Management
Wisconsin
$245K -$7.59K -184 -3%
CG
221
Cynosure Group
Utah
$245K +$252K +6,104 New
PFS
222
Prospera Financial Services
Texas
$237K -$454 -11 -0.2%
CAM
223
Cresset Asset Management
Illinois
$236K +$243K +5,897 New
CPIG
224
Chicago Partners Investment Group
Illinois
$224K
NGA
225
Naples Global Advisors
Florida
$219K

GUNR Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2023, worth a combined $6.54B — down 3% from $6.74B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of GUNR and 29 opened new positions — a net loss of 3 holders — while 107 trimmed existing stakes and 104 added.

The largest buyer was Northern Trust, adding an estimated $288M. The largest seller was Jane Street, cutting an estimated $91.7M.

  • 287 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2023, down from 291 in Q1 2023.
  • Funds reported $6.54B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2023, down 3% quarter-over-quarter.
  • 29 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2023 and 32 closed out, a net change of -3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2023 was Northern Trust, an estimated $288M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2023 was Jane Street, an estimated $91.7M sold.

Based on aggregated 13F filings for Q2 2023.