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FlexShares Global Upstream Natural Resources Index Fund
GUNR

291 hedge funds and large institutions have $6.74B invested in FlexShares Global Upstream Natural Resources Index Fund in 2023 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 128 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 21

68% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 76

5% more funds holding

Funds holding: 276 → 291 (+15)

1% more capital invested

Capital invested by funds: $6.67B → $6.74B (+$68.7M)

0.52% more ownership

Funds ownership: 90.78% → 91.3% (+0.52%)

9% less funds holding in top 10

Funds holding in top 10: 34 → 31 (-3)

Holders
291
Holders Change
+15
Holders Change %
+5.43%
% of All Funds
4.64%
Holding in Top 10
31
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-8.82%
% of All Funds
0.49%
New
40
Increased
128
Reduced
76
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northern Trust
Northern Trust
Illinois
+$198M
2
Jane Street
Jane Street
New York
+$99.9M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$46.8M
4
ET
Equitable Trust
Tennessee
+$13.8M
5
CTC
Central Trust Company
Missouri
+$11.6M

Top Sellers

Rank Fund Capital Flow
1
ACM
Advance Capital Management
Michigan
-$54.1M
2
BCM
BlueCrest Capital Management
Jersey
-$25M
3
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$23.6M
4
Victory Capital Management
Victory Capital Management
Texas
-$14.8M
5
CIM
Cambria Investment Management
California
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$4.94B +$198M +4,540,962 +4%
Morgan Stanley
2
Morgan Stanley
New York
$115M -$4.17M -95,723 -3%
VA
3
Valmark Advisers
Ohio
$111M +$4.4M +100,958 +4%
Bessemer Group
4
Bessemer Group
New Jersey
$108M -$78.4K -1,799 -0.1%
EW
5
Evoke Wealth
California
$98.9M +$3.28M +75,139 +3%
Jane Street
6
Jane Street
New York
$97M +$99.9M +2,292,631 New
CFB
7
Cullen/Frost Bankers
Texas
$81.5M +$4.08M +93,686 +5%
1832 Asset Management
8
1832 Asset Management
Ontario, Canada
$70.4M +$46.8M +1,073,287 +181%
CAL
9
Capital Analysts LLC
Pennsylvania
$49.3M +$2.47M +56,747 +5%
ET
10
Equitable Trust
Tennessee
$48.3M +$13.8M +317,414 +38%
UBS Group
11
UBS Group
Switzerland
$46.9M +$1.3M +29,768 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$45.6M -$307K -7,043 -0.6%
NB
13
NBT Bank
New York
$45.3M +$877K +20,112 +2%
HBT
14
Hills Bank & Trust
Iowa
$40.3M +$934K +21,433 +2%
COI
15
Connable Office Inc
Michigan
$36.2M -$3.77M -86,400 -9%
MWP
16
Moller Wealth Partners
$33.1M +$695K +15,936 +2%
AllianceBernstein
17
AllianceBernstein
Tennessee
$30.2M – – –
SW
18
SVB Wealth
Massachusetts
$29.6M -$8.77M -201,143 -22%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$21.7M -$1.91M -43,810 -8%
CNC
20
Citizens & Northern Corp
Pennsylvania
$21M +$65.6K +1,504 +0.3%
ACM
21
Advance Capital Management
Michigan
$20.6M -$54.1M -1,240,876 -72%
VM
22
VPR Management
Texas
$20.4M – – –
LFA
23
Landmark Financial Advisors
Kentucky
$18.8M +$1.32M +30,232 +7%
Bank of America
24
Bank of America
North Carolina
$17.8M -$9.42M -216,218 -34%
BPA
25
Beacon Pointe Advisors
California
$17.5M +$1.05M +23,996 +6%
1
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GUNR Hedge Fund Activity: Q1 2023 in Review

291 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2023, worth a combined $6.74B — up 1% from $6.67B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new GUNR positions and 21 closed out — a net gain of 19 holders — while 128 added to existing stakes and 76 trimmed.

The largest buyer was Northern Trust, adding an estimated $198M. The largest seller was Advance Capital Management, cutting an estimated $54.1M.

  • 291 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2023, up from 276 in Q4 2022.
  • Funds reported $6.74B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2023, up 1% quarter-over-quarter.
  • 40 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2023 and 21 closed out, a net change of +19 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2023 was Northern Trust, an estimated $198M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2023 was Advance Capital Management, an estimated $54.1M sold.

Based on aggregated 13F filings for Q1 2023.