We are live on ! Find out more

294 hedge funds and large institutions have $4.23B invested in Flex in 2020 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 85 increasing their positions, 103 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.36% more ownership

Funds ownership: 125.7%133.06% (+7.4%)

7% less funds holding

Funds holding: 316294 (-22)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

17% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 103

30% less first-time investments, than exits

New positions opened: 45 | Existing positions closed: 64

30% less capital invested

Capital invested by funds: $6.07B → $4.23B (-$1.84B)

57% less call options, than puts

Call options by funds: $4.1M | Put options by funds: $9.62M

Holders
294
Holders Change
-22
Holders Change %
-6.96%
% of All Funds
6.48%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
45
Increased
85
Reduced
103
Closed
64
Calls
$4.1M
Puts
$9.62M
Net Calls
-$5.52M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
251
Procyon Advisors
Connecticut
$10K +$4.1K +474 +45%
APA
252
American Portfolios Advisors
New York
$8.14K
AF
253
Advisornet Financial
Minnesota
$8K
LWA
254
Lenox Wealth Advisors
New York
$8K +$11.1K +1,281 New
Carson Wealth (CWM LLC)
255
Carson Wealth (CWM LLC)
Nebraska
$7K
CI
256
CX Institutional
Indiana
$7K
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$6K
MSFP
258
Mark Sheptoff Financial Planning
Connecticut
$6K
PRC
259
Pearl River Capital
Michigan
$5K +$6.49K +750 New
CBT
260
Capital Bank & Trust
California
$4K
PB
261
Pinnacle Bancorp
Nebraska
$4K
WT
262
Whittier Trust
California
$4K
CYG
263
Clean Yield Group
Vermont
$4K +$5.75K +664 New
CG
264
Cutler Group
California
$4K +$6.58K +760 New
PA
265
Parallel Advisors
California
$3K -$10.8K -1,251 -68%
CHC
266
City Holding Co
West Virginia
$3K
DOA
267
D'Orazio & Associates
Virginia
$3K
FWM
268
Focused Wealth Management
New York
$3K
ZB
269
Zions Bancorporation
Utah
$3K
MAM
270
Meeder Asset Management
Ohio
$3K +$1.19K +138 +41%
OPS
271
Orion Portfolio Solutions
Nebraska
$3K +$1.19K +138 +41%
GWM
272
Geneos Wealth Management
Colorado
$2K
SFSIG
273
San Francisco Sentry Investment Group
California
$2K
AII
274
AGF Investments Inc
Ontario, Canada
$2K +$2.21K +255 New
CFA
275
Carroll Financial Associates
North Carolina
$2K +$2.92K +337 New

FLEX Hedge Fund Activity: Q1 2020 in Review

294 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q1 2020, worth a combined $4.23B — down 30% from $6.07B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of FLEX and 45 opened new positions — a net loss of 19 holders — while 103 trimmed existing stakes and 85 added.

The largest buyer was Victory Capital Management, adding an estimated $257M. The largest seller was Glenview Capital Management, cutting an estimated $98.7M.

  • 294 institutional investors held Flex (FLEX) as of Q1 2020, down from 316 in Q4 2019.
  • Funds reported $4.23B of Flex stock for Q1 2020, down 30% quarter-over-quarter.
  • 45 funds opened new Flex positions in Q1 2020 and 64 closed out, a net change of -19 holders.
  • The largest Flex buyer in Q1 2020 was Victory Capital Management, an estimated $257M added.
  • The largest Flex seller in Q1 2020 was Glenview Capital Management, an estimated $98.7M sold.

Based on aggregated 13F filings for Q1 2020.