We are live on ! Find out more
GUNR icon

FlexShares Global Upstream Natural Resources Index Fund

280 hedge funds and large institutions have $5.1B invested in FlexShares Global Upstream Natural Resources Index Fund in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 116 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

0% less funds holding

Funds holding: 281280 (-1)

3.16% less ownership

Funds ownership: 90.51%87.35% (-3.2%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

15% less capital invested

Capital invested by funds: $5.99B → $5.1B (-$896M)

28% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 116

Holders
280
Holders Change
-1
Holders Change %
-0.36%
% of All Funds
4.04%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.33%
New
27
Increased
84
Reduced
116
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
201
Calton & Associates
Florida
$239K -$11.2K -268 -4%
PWMAG
202
Pinnacle Wealth Management Advisory Group
New Jersey
$227K
Mariner
203
Mariner
Kansas
$221K +$22.1K +530 +11%
CPIG
204
Chicago Partners Investment Group
Illinois
$219K
AFG
205
Atomi Financial Group
New York
$208K +$215K +5,175 New
MC
206
Moors & Cabot
Massachusetts
$201K -$25K -600 -11%
LWCFA
207
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$183K -$15K -360 -8%
Daiwa Securities Group
208
Daiwa Securities Group
Japan
$173K
BFEC
209
Benjamin F. Edwards & Company
Missouri
$158K -$8.62K -207 -5%
GCM
210
Gables Capital Management
Florida
$151K
CB
211
CNB Bank
Pennsylvania
$142K -$26K -625 -15%
AF
212
Allworth Financial
California
$136K +$916 +22 +0.7%
CA
213
Clearstead Advisors
Ohio
$120K +$3.62K +87 +3%
VC
214
Vestor Capital
Illinois
$113K +$58.3K +1,400 +99%
CAL
215
Capital Analysts LLC
Pennsylvania
$103K -$1.5M -36,031 -93%
Carson Wealth (CWM LLC)
216
Carson Wealth (CWM LLC)
Nebraska
$93K +$21.7K +522 +29%
KFI
217
Key Financial Inc
Pennsylvania
$88.1K
NA
218
NewEdge Advisors
Louisiana
$77.2K +$42 +1 +0.1%
FFA
219
Farther Finance Advisors
California
$63.2K +$9.12K +219 +16%
GRP
220
Global Retirement Partners
California
$61.7K -$1.04K -25 -2%
FFC
221
First Financial Corp
Indiana
$59.6K
HI
222
Harbour Investments
Wisconsin
$57.7K -$833 -20 -1%
SHIM
223
Stone House Investment Management
Pennsylvania
$54.9K -$143K -3,444 -72%
FHA
224
First Horizon Advisors
Tennessee
$52.5K +$12.8K +307 +31%
BlackRock
225
BlackRock
New York
$51.7K +$53.6K +1,288 New

GUNR Hedge Fund Activity: Q2 2024 in Review

280 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2024, worth a combined $5.1B — down 15% from $5.99B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GUNR positions and 25 closed out — a net gain of 2 holders — while 84 added to existing stakes and 116 trimmed.

The largest buyer was M Holdings Securities, opening a new position worth an estimated $10M. The largest seller was Northern Trust, cutting an estimated $541M.

  • 280 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2024, down from 281 in Q1 2024.
  • Funds reported $5.1B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2024, down 15% quarter-over-quarter.
  • 27 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2024 and 25 closed out, a net change of +2 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2024 was M Holdings Securities, an estimated $10M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2024 was Northern Trust, an estimated $541M sold.

Based on aggregated 13F filings for Q2 2024.