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FlexShares Global Upstream Natural Resources Index Fund

189 hedge funds and large institutions have $4.99B invested in FlexShares Global Upstream Natural Resources Index Fund in 2021 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 81 increasing their positions, 45 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 45

1.48% more ownership

Funds ownership: 88.1%89.58% (+1.5%)

4% more capital invested

Capital invested by funds: $4.82B → $4.99B (+$175M)

0% more funds holding in top 10

Funds holding in top 10: 2020 (0)

4% less funds holding

Funds holding: 197189 (-8)

18% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 28

Holders
189
Holders Change
-8
Holders Change %
-4.06%
% of All Funds
3.31%
Holding in Top 10
20
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.35%
New
23
Increased
81
Reduced
45
Closed
28
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$3.81B +$445M +11,950,525 +13%
VA
2
Valmark Advisers
Ohio
$154M +$4.09M +109,691 +3%
MFM
3
MD Financial Management
Ontario, Canada
$121M -$2.69M -72,159 -2%
Morgan Stanley
4
Morgan Stanley
New York
$88.4M +$2.13M +57,153 +2%
EW
5
Evoke Wealth
California
$83.9M +$8.66M +232,539 +11%
UBS Group
6
UBS Group
Switzerland
$69M -$7.68M -206,189 -10%
PWPCM
7
Perella Weinberg Partners Capital Management
New York
$57.8M +$40.5M +1,087,786 +222%
NB
8
NBT Bank
New York
$43.5M +$6.61M +177,366 +18%
CAL
9
Capital Analysts LLC
Pennsylvania
$41M +$1.19M +31,888 +3%
COI
10
Connable Office Inc
Michigan
$40M -$9.27M -248,743 -19%
MWP
11
Moller Wealth Partners
$32.7M +$1.58M +42,390 +5%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$28.6M +$5.39M +144,762 +23%
VM
13
VPR Management
Texas
$18.3M
SW
14
SVB Wealth
Massachusetts
$17.9M +$2.07M +55,659 +13%
VCM
15
Versant Capital Management
Arizona
$16.9M +$419K +11,256 +2%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$16.8M -$9.31M -250,000 -35%
CNC
17
Citizens & Northern Corp
Pennsylvania
$16.6M +$2.67M +71,760 +19%
BPA
18
Beacon Pointe Advisors
California
$16.3M -$1.61M -43,146 -9%
HBT
19
Hills Bank & Trust
Iowa
$14.7M +$519K +13,940 +4%
CNBT
20
Cornerstone National Bank & Trust
Illinois
$13.9M +$4.16M +111,599 +42%
MD
21
Money Design
Japan
$13.8M +$14.1M +377,744 New
PFA
22
Pure Financial Advisors
California
$13.8M +$2.34M +62,813 +20%
Wells Fargo
23
Wells Fargo
California
$12.1M +$1.14M +30,503 +10%
LFA
24
Landmark Financial Advisors
Kentucky
$11.9M -$466K -12,509 -4%
LPL Financial
25
LPL Financial
California
$10.3M -$73.4M -1,971,025 -88%

GUNR Hedge Fund Activity: Q3 2021 in Review

189 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2021, worth a combined $4.99B — up 3.6% from $4.82B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of GUNR and 23 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 81 added.

The largest buyer was Northern Trust, adding an estimated $445M. The largest seller was LPL Financial, cutting an estimated $73.4M.

  • 189 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2021, down from 197 in Q2 2021.
  • Funds reported $4.99B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2021, up 3.6% quarter-over-quarter.
  • 23 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2021 and 28 closed out, a net change of -5 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2021 was Northern Trust, an estimated $445M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2021 was LPL Financial, an estimated $73.4M sold.

Based on aggregated 13F filings for Q3 2021.