We are live on ! Find out more
GUNR icon

FlexShares Global Upstream Natural Resources Index Fund

269 hedge funds and large institutions have $6.85B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 101 increasing their positions, 79 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 79

7% more funds holding in top 10

Funds holding in top 10: 2830 (+2)

9% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 32

1% more funds holding

Funds holding: 267269 (+2)

7.38% less ownership

Funds ownership: 99.18%91.81% (-7.4%)

12% less capital invested

Capital invested by funds: $7.78B → $6.85B (-$926M)

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
4.53%
Holding in Top 10
30
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+7.14%
% of All Funds
0.51%
New
35
Increased
101
Reduced
79
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$4.72B +$148M +3,281,639 +3%
Bessemer Group
2
Bessemer Group
New Jersey
$308M +$280M +6,192,477 +397%
UBS Group
3
UBS Group
Switzerland
$166M +$27.4M +606,038 +17%
Morgan Stanley
4
Morgan Stanley
New York
$151M +$16.4M +363,860 +11%
VA
5
Valmark Advisers
Ohio
$140M -$8.67M -191,871 -5%
EW
6
Evoke Wealth
California
$107M +$7.05M +156,029 +6%
ACM
7
Advance Capital Management
Michigan
$65.3M +$70.6M +1,563,071 +1,884%
CFB
8
Cullen/Frost Bankers
Texas
$56.6M +$64.4M +1,425,794 +166,955%
Jane Street
9
Jane Street
New York
$53.9M -$107M -2,357,738 -63%
1832 Asset Management
10
1832 Asset Management
Ontario, Canada
$46.8M -$30.3M -669,804 -36%
CAL
11
Capital Analysts LLC
Pennsylvania
$45.7M -$1.1M -24,442 -2%
NB
12
NBT Bank
New York
$44.4M -$2.77M -61,357 -5%
COI
13
Connable Office Inc
Michigan
$41.9M -$2.88M -63,748 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$40.4M -$684K -15,137 -1%
HBT
15
Hills Bank & Trust
Iowa
$33.5M +$5.07M +112,318 +15%
SW
16
SVB Wealth
Massachusetts
$32.5M +$4.03M +89,268 +12%
MWP
17
Moller Wealth Partners
$29.8M -$539K -11,931 -2%
AllianceBernstein
18
AllianceBernstein
Tennessee
$28.5M +$32.5M +718,666 New
ET
19
Equitable Trust
Tennessee
$26M +$3.29M +72,812 +13%
Toronto Dominion Bank
20
Toronto Dominion Bank
Ontario, Canada
$25.8M +$18.1M +400,000 +160%
Bank of America
21
Bank of America
North Carolina
$24.1M +$16.5M +364,883 +151%
CNC
22
Citizens & Northern Corp
Pennsylvania
$20M -$2.44M -54,066 -10%
VM
23
VPR Management
Texas
$19.9M +$113K +2,500 +0.5%
LFA
24
Landmark Financial Advisors
Kentucky
$17.3M +$797K +17,631 +4%
VCM
25
Versant Capital Management
Arizona
$17.1M -$581K -12,866 -3%

GUNR Hedge Fund Activity: Q2 2022 in Review

269 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q2 2022, worth a combined $6.85B — down 12% from $7.78B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new GUNR positions and 32 closed out — a net gain of 3 holders — while 101 added to existing stakes and 79 trimmed.

The largest buyer was Bessemer Group, adding an estimated $280M. The largest seller was Aaron Wealth Advisors, cutting an estimated $569M.

  • 269 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q2 2022, up from 267 in Q1 2022.
  • Funds reported $6.85B of FlexShares Global Upstream Natural Resources Index Fund stock for Q2 2022, down 12% quarter-over-quarter.
  • 35 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q2 2022 and 32 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q2 2022 was Bessemer Group, an estimated $280M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q2 2022 was Aaron Wealth Advisors, an estimated $569M sold.

Based on aggregated 13F filings for Q2 2022.