We are live on ! Find out more
GUNR icon

FlexShares Global Upstream Natural Resources Index Fund

292 hedge funds and large institutions have $6.41B invested in FlexShares Global Upstream Natural Resources Index Fund in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 100 increasing their positions, 103 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

3% more funds holding

Funds holding: 283292 (+9)

0.49% less ownership

Funds ownership: 91.9%91.41% (-0.49%)

3% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 103

4% less capital invested

Capital invested by funds: $6.66B → $6.41B (-$247M)

13% less funds holding in top 10

Funds holding in top 10: 3127 (-4)

Holders
292
Holders Change
+9
Holders Change %
+3.18%
% of All Funds
4.26%
Holding in Top 10
27
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-12.9%
% of All Funds
0.39%
New
34
Increased
100
Reduced
103
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$4.78B -$391M -9,826,100 -8%
Morgan Stanley
2
Morgan Stanley
New York
$187M +$91M +2,285,782 +100%
VA
3
Valmark Advisers
Ohio
$120M +$2.99M +75,043 +3%
Bessemer Group
4
Bessemer Group
New Jersey
$108M +$3.22M +81,000 +3%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$91.1M +$20.2M +507,392 +30%
CFB
6
Cullen/Frost Bankers
Texas
$80.9M -$3.15M -79,053 -4%
NB
7
NBT Bank
New York
$46.6M +$617K +15,501 +1%
HBT
8
Hills Bank & Trust
Iowa
$42.4M +$1,000K +25,118 +2%
MWP
9
Moller Wealth Partners
$35.3M +$1.82M +45,620 +6%
COI
10
Connable Office Inc
Michigan
$28.4M -$601K -15,090 -2%
UBS Group
11
UBS Group
Switzerland
$26M -$5.09M -127,796 -17%
OMC
12
Old Mission Capital
Illinois
$24.6M +$23.9M +601,023 New
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$23.3M -$9.05M -227,294 -29%
CAL
14
Capital Analysts LLC
Pennsylvania
$22.9M -$946K -23,777 -4%
CNC
15
Citizens & Northern Corp
Pennsylvania
$22.2M -$380K -9,543 -2%
LFA
16
Landmark Financial Advisors
Kentucky
$21.9M -$451K -11,324 -2%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$20.9M +$178K +4,465 +0.9%
VM
18
VPR Management
Texas
$20.6M
Bank of America
19
Bank of America
North Carolina
$20.2M +$2.48M +62,367 +14%
VCM
20
Versant Capital Management
Arizona
$19.4M +$281K +7,061 +2%
AWA
21
Aaron Wealth Advisors
Illinois
$19.4M +$1.04M +26,146 +6%
Jane Street
22
Jane Street
New York
$19.2M +$12.7M +318,151 +212%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$19M +$5.57M +139,858 +43%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$17.5M +$14.6M +367,296 +607%
PFA
25
Pure Financial Advisors
California
$16.4M -$212K -5,328 -1%

GUNR Hedge Fund Activity: Q4 2023 in Review

292 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2023, worth a combined $6.41B — down 3.7% from $6.66B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new GUNR positions and 23 closed out — a net gain of 11 holders — while 100 added to existing stakes and 103 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $91M. The largest seller was Northern Trust, cutting an estimated $391M.

  • 292 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2023, up from 283 in Q3 2023.
  • Funds reported $6.41B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2023, down 3.7% quarter-over-quarter.
  • 34 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2023 and 23 closed out, a net change of +11 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2023 was Morgan Stanley, an estimated $91M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2023 was Northern Trust, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2023.