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441 hedge funds and large institutions have $11.8B invested in Flex in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 180 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 55

20% more capital invested

Capital invested by funds: $9.88B → $11.8B (+$1.96B)

3% more funds holding

Funds holding: 427441 (+14)

2.23% more ownership

Funds ownership: 125.99%128.22% (+2.2%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

32% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 180

94% less call options, than puts

Call options by funds: $87.2M | Put options by funds: $1.35B

Holders
441
Holders Change
+14
Holders Change %
+3.28%
% of All Funds
6.92%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
71
Increased
123
Reduced
180
Closed
55
Calls
$87.2M
Puts
$1.35B
Net Calls
-$1.26B
Net Calls Change
-$1.33B
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
251
Mitsubishi UFJ Trust & Banking
Japan
$590K +$219K +12,261 +76%
Commonwealth Equity Services
252
Commonwealth Equity Services
Massachusetts
$584K -$20.1K -1,128 -4%
SG Americas Securities
253
SG Americas Securities
New York
$578K +$361K +20,226 +268%
GS
254
GTS Securities
New York
$573K +$490K +27,494 New
FFM
255
Forum Financial Management
Illinois
$564K
NSEDCP
256
NJ State Employees Deferred Compensation Plan
New Jersey
$553K
WA
257
WealthTrust Axiom
Pennsylvania
$545K
NA
258
NewEdge Advisors
Louisiana
$544K -$220K -12,350 -32%
RJT
259
Raymond James Trust
Florida
$539K +$28.1K +1,575 +6%
FMII
260
Farmers & Merchants Investments Inc
Nebraska
$536K -$1.55K -87 -0.3%
AO
261
Advisor OS
Illinois
$520K +$445K +24,974 New
SW
262
SVB Wealth
Massachusetts
$515K -$75K -4,204 -15%
GLR
263
Great Lakes Retirement
Ohio
$509K -$3.37K -189 -0.8%
CB
264
Commerce Bank
Missouri
$506K -$26K -1,460 -6%
ATPW
265
Ashton Thomas Private Wealth
Arizona
$502K -$8.99K -504 -2%
YCM
266
Yousif Capital Management
Michigan
$472K -$44.1K -2,475 -10%
LSAG
267
Lake Street Advisors Group
New Hampshire
$472K
Aviva
268
Aviva
United Kingdom
$472K -$3.19K -179 -0.8%
BCWM
269
Bartlett & Co Wealth Management
Ohio
$468K +$401K +22,493 New
BC
270
Bartlett & Co
Ohio
$468K +$401K +22,493 New
MSFP
271
Mark Sheptoff Financial Planning
Connecticut
$467K -$85.2K -4,778 -18%
VPIM
272
Vanguard Personalized Indexing Management
California
$462K -$21.4K -1,201 -5%
CIBC Asset Management
273
CIBC Asset Management
Ontario, Canada
$460K +$285 +16 +0.1%
KPWS
274
Kestra Private Wealth Services
Texas
$454K -$11.1K -625 -3%
Prudential Financial
275
Prudential Financial
New Jersey
$444K +$101K +5,664 +16%

FLEX Hedge Fund Activity: Q2 2023 in Review

441 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q2 2023, worth a combined $11.8B — up 20% from $9.88B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new FLEX positions and 55 closed out — a net gain of 16 holders — while 123 added to existing stakes and 180 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $277M. The largest seller was BlackRock, cutting an estimated $57.5M.

  • 441 institutional investors held Flex (FLEX) as of Q2 2023, up from 427 in Q1 2023.
  • Funds reported $11.8B of Flex stock for Q2 2023, up 20% quarter-over-quarter.
  • 71 funds opened new Flex positions in Q2 2023 and 55 closed out, a net change of +16 holders.
  • The largest Flex buyer in Q2 2023 was Fidelity Investments, an estimated $277M added.
  • The largest Flex seller in Q2 2023 was BlackRock, an estimated $57.5M sold.

Based on aggregated 13F filings for Q2 2023.