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FlexShares Global Upstream Natural Resources Index Fund

270 hedge funds and large institutions have $5.7B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 99 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0% more funds holding

Funds holding: 269270 (+1)

1% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 99

2.58% less ownership

Funds ownership: 91.81%89.23% (-2.6%)

3% less funds holding in top 10

Funds holding in top 10: 3029 (-1)

17% less capital invested

Capital invested by funds: $6.85B → $5.7B (-$1.15B)

Holders
270
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
4.65%
Holding in Top 10
29
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.33%
% of All Funds
0.5%
New
33
Increased
98
Reduced
99
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$4.07B -$427M -10,621,571 -9%
VA
2
Valmark Advisers
Ohio
$136M +$3.15M +78,304 +2%
Morgan Stanley
3
Morgan Stanley
New York
$102M -$43.5M -1,083,065 -29%
Bessemer Group
4
Bessemer Group
New Jersey
$99.7M -$205M -5,100,895 -66%
UBS Group
5
UBS Group
Switzerland
$91.8M -$69.9M -1,739,148 -42%
EW
6
Evoke Wealth
California
$79.4M -$23.7M -588,602 -22%
CFB
7
Cullen/Frost Bankers
Texas
$64.1M +$11.2M +278,170 +19%
ACM
8
Advance Capital Management
Michigan
$63.9M +$2.17M +54,070 +3%
Jane Street
9
Jane Street
New York
$63.6M +$13.4M +333,600 +25%
CAL
10
Capital Analysts LLC
Pennsylvania
$42M -$1.43M -35,551 -3%
NB
11
NBT Bank
New York
$40.6M -$1.54M -38,217 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$38.5M +$221K +5,498 +0.5%
COI
13
Connable Office Inc
Michigan
$36.6M -$3.31M -82,361 -8%
HBT
14
Hills Bank & Trust
Iowa
$34.6M +$3M +74,696 +9%
SW
15
SVB Wealth
Massachusetts
$32.1M +$1.32M +32,927 +4%
MWP
16
Moller Wealth Partners
$29.3M +$1.09M +27,089 +4%
AllianceBernstein
17
AllianceBernstein
Tennessee
$27.6M +$636K +15,810 +2%
Toronto Dominion Bank
18
Toronto Dominion Bank
Ontario, Canada
$22.5M -$2.01M -50,000 -8%
ET
19
Equitable Trust
Tennessee
$22.2M -$2.52M -62,767 -10%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$20.2M +$8.8M +218,790 +69%
CNC
21
Citizens & Northern Corp
Pennsylvania
$19.2M +$258K +6,407 +1%
VM
22
VPR Management
Texas
$18.1M -$792K -19,700 -4%
Bank of America
23
Bank of America
North Carolina
$17.8M -$5.37M -133,543 -22%
MD
24
Money Design
Japan
$15.8M +$3.99M +99,131 +31%
LFA
25
Landmark Financial Advisors
Kentucky
$15.5M -$933K -23,200 -5%

GUNR Hedge Fund Activity: Q3 2022 in Review

270 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q3 2022, worth a combined $5.7B — down 17% from $6.85B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new GUNR positions and 30 closed out — a net gain of 3 holders — while 98 added to existing stakes and 99 trimmed.

The largest buyer was Jane Street, adding an estimated $13.4M. The largest seller was Northern Trust, cutting an estimated $427M.

  • 270 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q3 2022, up from 269 in Q2 2022.
  • Funds reported $5.7B of FlexShares Global Upstream Natural Resources Index Fund stock for Q3 2022, down 17% quarter-over-quarter.
  • 33 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q3 2022 and 30 closed out, a net change of +3 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q3 2022 was Jane Street, an estimated $13.4M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q3 2022 was Northern Trust, an estimated $427M sold.

Based on aggregated 13F filings for Q3 2022.