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FlexShares Global Upstream Natural Resources Index Fund

281 hedge funds and large institutions have $5.99B invested in FlexShares Global Upstream Natural Resources Index Fund in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 89 increasing their positions, 117 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.9% less ownership

Funds ownership: 91.41%90.51% (-0.9%)

4% less funds holding

Funds holding: 292281 (-11)

6% less capital invested

Capital invested by funds: $6.41B → $5.99B (-$415M)

11% less funds holding in top 10

Funds holding in top 10: 2724 (-3)

24% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 117

31% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 29

Holders
281
Holders Change
-11
Holders Change %
-3.77%
% of All Funds
4.05%
Holding in Top 10
24
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
20
Increased
89
Reduced
117
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$4.43B -$343M -8,773,507 -8%
EW
2
Evoke Wealth
California
$141M +$134M +3,425,298 +42,482%
VA
3
Valmark Advisers
Ohio
$126M +$5.25M +134,227 +5%
Bessemer Group
4
Bessemer Group
New Jersey
$106M -$2.27M -58,085 -2%
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$93.7M +$2.2M +56,272 +3%
Morgan Stanley
6
Morgan Stanley
New York
$86.2M -$96.4M -2,464,056 -54%
CFB
7
Cullen/Frost Bankers
Texas
$79.6M -$1.52M -38,718 -2%
NB
8
NBT Bank
New York
$48.2M +$1.47M +37,563 +3%
MWP
9
Moller Wealth Partners
$38.3M +$2.76M +70,639 +8%
HBT
10
Hills Bank & Trust
Iowa
$34.5M -$7.65M -195,401 -19%
COI
11
Connable Office Inc
Michigan
$30M +$1.52M +38,857 +6%
Jane Street
12
Jane Street
New York
$29.3M +$9.64M +246,248 +53%
UBS Group
13
UBS Group
Switzerland
$26.4M +$327K +8,368 +1%
Ameriprise
14
Ameriprise
Minnesota
$25.3M +$17.3M +442,200 +254%
AWA
15
Aaron Wealth Advisors
Illinois
$23.6M +$4.03M +102,862 +22%
CNC
16
Citizens & Northern Corp
Pennsylvania
$23.4M +$1.09M +27,778 +5%
VM
17
VPR Management
Texas
$21.7M +$1.02M +26,000 +5%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$21.5M -$1.78M -45,548 -8%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$19.3M +$18M +459,342 +4,505%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$19.2M -$1.6M -40,923 -8%
VCM
21
Versant Capital Management
Arizona
$18.7M -$776K -19,830 -4%
EBT
22
Enterprise Bank & Trust
Massachusetts
$17.7M +$1.68M +42,940 +11%
PFA
23
Pure Financial Advisors
California
$17.2M +$658K +16,806 +4%
Bank of America
24
Bank of America
North Carolina
$16.9M -$3.24M -82,807 -17%
CTC
25
Central Trust Company
Missouri
$16.2M +$389K +9,937 +3%

GUNR Hedge Fund Activity: Q1 2024 in Review

281 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q1 2024, worth a combined $5.99B — down 6.5% from $6.41B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of GUNR and 20 opened new positions — a net loss of 9 holders — while 117 trimmed existing stakes and 89 added.

The largest buyer was Evoke Wealth, adding an estimated $134M. The largest seller was Northern Trust, cutting an estimated $343M.

  • 281 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q1 2024, down from 292 in Q4 2023.
  • Funds reported $5.99B of FlexShares Global Upstream Natural Resources Index Fund stock for Q1 2024, down 6.5% quarter-over-quarter.
  • 20 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q1 2024 and 29 closed out, a net change of -9 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q1 2024 was Evoke Wealth, an estimated $134M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q1 2024 was Northern Trust, an estimated $343M sold.

Based on aggregated 13F filings for Q1 2024.