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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
WT
201
Washington Trust
Rhode Island
$323K
IWC
202
Integrated Wealth Concepts
Massachusetts
$316K -$34.3K -863 -10%
LNC
203
Lincoln National Corp
Pennsylvania
$313K -$50.5K -1,268 -14%
AFP
204
Ausdal Financial Partners
Iowa
$312K
CRI
205
Colonial River Investments
Virginia
$310K -$1.05M -26,459 -78%
CAPTRUST Financial Advisors
206
CAPTRUST Financial Advisors
North Carolina
$309K +$38K +956 +15%
BCM
207
Barometer Capital Management
Ontario, Canada
$307K -$490K -12,300 -62%
US Bancorp
208
US Bancorp
Minnesota
$307K -$76.5K -1,921 -20%
FPCP
209
Fort Point Capital Partners
California
$297K
KIA
210
KCM Investment Advisors
California
$284K
PWMAG
211
Pinnacle Wealth Management Advisory Group
New Jersey
$281K -$1.59K -40 -0.6%
SAI
212
Savvy Advisors Inc
New York
$279K +$271K +6,815 New
TWP
213
Total Wealth Planning
Ohio
$271K -$6.53K -164 -2%
Janney Montgomery Scott
214
Janney Montgomery Scott
Pennsylvania
$261K -$124K -3,106 -33%
PJSIMP
215
P.J. Schmidt Investment Management (PJS)
Wisconsin
$256K +$34.6K +870 +15%
CA
216
Calton & Associates
Florida
$248K +$241K +6,066 New
FIM
217
Freedom Investment Management
Connecticut
$243K +$236K +5,936 New
VFP
218
Verus Financial Partners
Virginia
$238K +$2.71K +68 +1%
MC
219
Moors & Cabot
Massachusetts
$237K
William Blair & Company
220
William Blair & Company
Illinois
$234K -$303K -7,620 -57%
CPIG
221
Chicago Partners Investment Group
Illinois
$209K +$2.15K +54 +1%
Mariner
222
Mariner
Kansas
$204K -$722K -18,141 -78%
I2I
223
Insight 2811 Inc
Illinois
$200K -$14.3K -360 -7%
BFEC
224
Benjamin F. Edwards & Company
Missouri
$178K -$2.63K -66 -1%
Daiwa Securities Group
225
Daiwa Securities Group
Japan
$176K

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.