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FlexShares Global Upstream Natural Resources Index Fund

276 hedge funds and large institutions have $6.67B invested in FlexShares Global Upstream Natural Resources Index Fund in 2022 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 97 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 32

17% more funds holding in top 10

Funds holding in top 10: 2934 (+5)

17% more capital invested

Capital invested by funds: $5.7B → $6.67B (+$966M)

2% more funds holding

Funds holding: 270276 (+6)

1.55% more ownership

Funds ownership: 89.23%90.78% (+1.5%)

1% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 97

Holders
276
Holders Change
+6
Holders Change %
+2.22%
% of All Funds
4.44%
Holding in Top 10
34
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+17.24%
% of All Funds
0.55%
New
43
Increased
96
Reduced
97
Closed
32
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$4.88B +$164M +3,873,942 +4%
Morgan Stanley
2
Morgan Stanley
New York
$122M +$3.99M +94,102 +3%
Bessemer Group
3
Bessemer Group
New Jersey
$112M -$3.63M -85,584 -3%
VA
4
Valmark Advisers
Ohio
$110M -$46.3M -1,090,713 -30%
EW
5
Evoke Wealth
California
$98.4M +$11M +259,378 +12%
CFB
6
Cullen/Frost Bankers
Texas
$79.7M +$5.42M +127,740 +7%
ACM
7
Advance Capital Management
Michigan
$75.1M +$1.14M +26,893 +2%
CAL
8
Capital Analysts LLC
Pennsylvania
$48.2M -$330K -7,772 -0.7%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$47.2M +$2.62M +61,774 +6%
UBS Group
10
UBS Group
Switzerland
$46.9M -$57.9M -1,364,898 -56%
NB
11
NBT Bank
New York
$45.7M -$1.26M -29,705 -3%
COI
12
Connable Office Inc
Michigan
$41M -$1.31M -30,980 -3%
HBT
13
Hills Bank & Trust
Iowa
$40.5M +$458K +10,809 +1%
SW
14
SVB Wealth
Massachusetts
$39.1M +$2M +47,215 +6%
ET
15
Equitable Trust
Tennessee
$35.9M +$9.9M +233,373 +39%
MWP
16
Moller Wealth Partners
$33.3M -$511K -12,042 -2%
AllianceBernstein
17
AllianceBernstein
Tennessee
$31M -$875K -20,627 -3%
Bank of America
18
Bank of America
North Carolina
$27.7M +$6.97M +164,323 +35%
1832 Asset Management
19
1832 Asset Management
Ontario, Canada
$25.7M +$25.1M +592,160 New
BCM
20
BlueCrest Capital Management
Jersey
$25M +$24.4M +574,760 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$24.2M +$870K +20,509 +4%
Toronto Dominion Bank
22
Toronto Dominion Bank
Ontario, Canada
$23.6M -$2.37M -56,000 -9%
CNC
23
Citizens & Northern Corp
Pennsylvania
$21.5M -$662K -15,609 -3%
VM
24
VPR Management
Texas
$21M
LFA
25
Landmark Financial Advisors
Kentucky
$18M +$22.6K +533 +0.1%

GUNR Hedge Fund Activity: Q4 2022 in Review

276 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2022, worth a combined $6.67B — up 17% from $5.7B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new GUNR positions and 32 closed out — a net gain of 11 holders — while 96 added to existing stakes and 97 trimmed.

The largest buyer was Northern Trust, adding an estimated $164M. The largest seller was Jane Street, exiting entirely with an estimated $63.6M sold.

  • 276 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2022, up from 270 in Q3 2022.
  • Funds reported $6.67B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2022, up 17% quarter-over-quarter.
  • 43 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2022 and 32 closed out, a net change of +11 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2022 was Northern Trust, an estimated $164M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2022 was Jane Street, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2022.