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FlexShares Global Upstream Natural Resources Index Fund

290 hedge funds and large institutions have $4.18B invested in FlexShares Global Upstream Natural Resources Index Fund in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 82 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 26

9% more funds holding

Funds holding: 266290 (+24)

6.9% less ownership

Funds ownership: 89.13%82.23% (-6.9%)

16% less capital invested

Capital invested by funds: $5B → $4.18B (-$814M)

17% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 99

24% less funds holding in top 10

Funds holding in top 10: 2116 (-5)

Holders
290
Holders Change
+24
Holders Change %
+9.02%
% of All Funds
3.82%
Holding in Top 10
16
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-23.81%
% of All Funds
0.21%
New
53
Increased
82
Reduced
99
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
1
Northern Trust
Illinois
$2.94B -$318M -8,057,053 -9%
VA
2
Valmark Advisers
Ohio
$121M +$6.95M +176,173 +6%
EW
3
Evoke Wealth
California
$118M -$10.9M -275,568 -8%
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$101M +$5.12M +129,931 +5%
Morgan Stanley
5
Morgan Stanley
New York
$73.1M -$2.43M -61,581 -3%
NB
6
NBT Bank
New York
$42.5M +$974K +24,699 +2%
MWP
7
Moller Wealth Partners
$37.3M +$2.72M +68,867 +7%
COI
8
Connable Office Inc
Michigan
$32.4M +$5.82M +147,640 +20%
Jane Street
9
Jane Street
New York
$30.1M +$30.8M +779,967 +1,613%
FIB
10
First Interstate Bank
Montana
$25.7M +$27.9M +706,525 New
Ameriprise
11
Ameriprise
Minnesota
$25.4M +$2.67M +67,605 +11%
HBT
12
Hills Bank & Trust
Iowa
$23.1M -$6.58M -166,728 -21%
OMC
13
Old Mission Capital
Illinois
$21.1M +$22.9M +580,750 New
AWA
14
Aaron Wealth Advisors
Illinois
$19.3M -$3.03M -76,774 -13%
VCM
15
Versant Capital Management
Arizona
$19.3M +$763K +19,338 +4%
VM
16
VPR Management
Texas
$19.2M
CFB
17
Cullen/Frost Bankers
Texas
$18.8M -$11.1M -280,631 -35%
PFA
18
Pure Financial Advisors
California
$17.6M +$1.46M +36,971 +8%
Raymond James Financial
19
Raymond James Financial
Florida
$17.1M +$18.5M +469,683 New
CFO
20
Colony Family Offices
North Carolina
$15.2M +$183K +4,648 +1%
UBS Group
21
UBS Group
Switzerland
$14.4M -$8.82M -223,586 -36%
CTC
22
Central Trust Company
Missouri
$13.7M -$2.05M -51,906 -12%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$13.5M +$833K +21,118 +6%
NL
24
Navalign LLC
California
$12.7M +$779K +19,743 +6%
Bank of America
25
Bank of America
North Carolina
$12.5M -$290K -7,355 -2%

GUNR Hedge Fund Activity: Q4 2024 in Review

290 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FlexShares Global Upstream Natural Resources Index Fund (GUNR) for Q4 2024, worth a combined $4.18B — down 16% from $5B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new GUNR positions and 26 closed out — a net gain of 27 holders — while 82 added to existing stakes and 99 trimmed.

The largest buyer was Jane Street, adding an estimated $30.8M. The largest seller was Northern Trust, cutting an estimated $318M.

  • 290 institutional investors held FlexShares Global Upstream Natural Resources Index Fund (GUNR) as of Q4 2024, up from 266 in Q3 2024.
  • Funds reported $4.18B of FlexShares Global Upstream Natural Resources Index Fund stock for Q4 2024, down 16% quarter-over-quarter.
  • 53 funds opened new FlexShares Global Upstream Natural Resources Index Fund positions in Q4 2024 and 26 closed out, a net change of +27 holders.
  • The largest FlexShares Global Upstream Natural Resources Index Fund buyer in Q4 2024 was Jane Street, an estimated $30.8M added.
  • The largest FlexShares Global Upstream Natural Resources Index Fund seller in Q4 2024 was Northern Trust, an estimated $318M sold.

Based on aggregated 13F filings for Q4 2024.