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FlexShares Global Upstream Natural Resources Index Fund
GUNR

232 hedge funds and large institutions have $5.89B invested in FlexShares Global Upstream Natural Resources Index Fund in 2021 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 83 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 16

84% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 45

25% more funds holding in top 10

Funds holding in top 10: 20 → 25 (+5)

23% more funds holding

Funds holding: 189 → 232 (+43)

18% more capital invested

Capital invested by funds: $4.99B → $5.89B (+$894M)

0% more ownership

Funds ownership: 89.58% → 89.58% (+0%)

Holders
232
Holders Change
+43
Holders Change %
+22.75%
% of All Funds
3.57%
Holding in Top 10
25
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+25%
% of All Funds
0.38%
New
59
Increased
83
Reduced
45
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$211M
2
Northern Trust
Northern Trust
Illinois
+$178M
3
EW
Evoke Wealth
California
+$15.1M
4
UBS Group
UBS Group
Switzerland
+$13.4M
5
BCM
BlueCrest Capital Management
Jersey
+$12.1M

Top Sellers

1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$45.7M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$5.8M
3
MFM
MD Financial Management
Ontario, Canada
-$4.48M
4
MD
Money Design
Japan
-$4.23M
5
WCFA
Walkner Condon Financial Advisors
Wisconsin
-$3.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$4.29B +$178M +4,608,922 +4%
Jane Street
2
Jane Street
New York
$215M +$211M +5,451,088 New
VA
3
Valmark Advisers
Ohio
$164M -$2.47M -63,773 -2%
MFM
4
MD Financial Management
Ontario, Canada
$126M -$4.48M -115,986 -4%
EW
5
Evoke Wealth
California
$106M +$15.1M +389,774 +17%
Morgan Stanley
6
Morgan Stanley
New York
$105M +$8.91M +230,415 +10%
UBS Group
7
UBS Group
Switzerland
$88.1M +$13.4M +345,710 +18%
NB
8
NBT Bank
New York
$48.9M +$1.94M +50,218 +4%
COI
9
Connable Office Inc
Michigan
$45.2M +$1.93M +50,006 +5%
CAL
10
Capital Analysts LLC
Pennsylvania
$44.4M +$198K +5,119 +0.5%
MWP
11
Moller Wealth Partners
$35M -$235K -6,074 -0.7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$33.8M +$2.92M +75,559 +10%
SW
13
SVB Wealth
Massachusetts
$21.7M +$2.27M +58,596 +12%
VM
14
VPR Management
Texas
$19.7M -$58K -1,500 -0.3%
CNC
15
Citizens & Northern Corp
Pennsylvania
$18.7M +$774K +20,020 +4%
BPA
16
Beacon Pointe Advisors
California
$18.7M +$1.1M +28,446 +6%
VCM
17
Versant Capital Management
Arizona
$18.2M -$16.5K -426 -0.1%
BCM
18
BlueCrest Capital Management
Jersey
$17.7M +$12.1M +312,432 +229%
PFA
19
Pure Financial Advisors
California
$17.3M +$2.43M +62,892 +17%
HBT
20
Hills Bank & Trust
Iowa
$16.3M +$383K +9,895 +2%
LFA
21
Landmark Financial Advisors
Kentucky
$16.3M +$3.22M +83,224 +25%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
22
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.8M +$5.8M +150,000 +60%
PWPCM
23
Perella Weinberg Partners Capital Management
New York
$15.7M -$45.7M -1,181,404 -75%
CNBT
24
Cornerstone National Bank & Trust
Illinois
$15.4M +$412K +10,660 +3%
Wells Fargo
25
Wells Fargo
California
$13.2M +$194K +5,007 +2%
1
2 3 4 5

GUNR Hedge Fund Activity: Q4 2021 in Review

232 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2021, worth a combined $5.89B — up 18% from $4.99B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new GUNR positions and 16 closed out — a net gain of 43 holders — while 83 added to existing stakes and 45 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $211M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $45.7M.

  • 232 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2021, up from 189 in Q3 2021.
  • Funds reported $5.89B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2021, up 18% quarter-over-quarter.
  • 59 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2021 and 16 closed out, a net change of +43 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2021 was Jane Street, an estimated $211M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2021 was Perella Weinberg Partners Capital Management, an estimated $45.7M sold.

Based on aggregated 13F filings for Q4 2021.