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476 hedge funds and large institutions have $12.1B invested in Flex in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $95.4M | Put options by funds: $49.8M

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

9% more capital invested

Capital invested by funds: $11.1B → $12.1B (+$960M)

6% more funds holding

Funds holding: 450476 (+26)

0.58% more ownership

Funds ownership: 122.36%122.94% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
476
Holders Change
+26
Holders Change %
+5.78%
% of All Funds
6.94%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
85
Increased
152
Reduced
173
Closed
52
Calls
$95.4M
Puts
$49.8M
Net Calls
+$45.6M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
251
Advisors Asset Management
Colorado
$903K +$571K +28,532 +264%
ERIM
252
Eagle Ridge Investment Management
Connecticut
$887K
CAPTRUST Financial Advisors
253
CAPTRUST Financial Advisors
North Carolina
$887K +$504K +25,206 +188%
AIA
254
Affinity Investment Advisors
California
$863K +$82.7K +4,131 +12%
NA
255
NewEdge Advisors
Louisiana
$839K -$166K -8,297 -18%
EFH
256
Eaton Financial Holdings
Florida
$829K +$1.46K +73 +0.2%
SWS
257
SYSTM Wealth Solutions
Illinois
$812K -$135K -6,721 -16%
Calamos Advisors
258
Calamos Advisors
Illinois
$807K -$633K -31,640 -47%
Pathstone Holdings
259
Pathstone Holdings
New Jersey
$785K +$684K +34,201 New
PS
260
Principal Securities
Iowa
$768K +$670K +33,459 New
PTC
261
Petrus Trust Company
Texas
$764K +$235K +11,734 +54%
IWC
262
Integrated Wealth Concepts
Massachusetts
$737K +$76.1K +3,803 +13%
ECM
263
Evergreen Capital Management
Washington
$726K +$941 +47 +0.1%
Cambridge Investment Research Advisors
264
Cambridge Investment Research Advisors
Iowa
$700K -$949K -47,437 -61%
WWP
265
WR Wealth Planners
Missouri
$686K +$67K +3,350 +13%
NRD
266
Nebula Research & Development
New York
$665K +$580K +28,976 New
RJFSA
267
Raymond James Financial Services Advisors
Florida
$654K -$36.8K -1,837 -6%
BHCM
268
Brevan Howard Capital Management
Jersey
$646K +$266K +13,287 +89%
GAA
269
Green Alpha Advisors
Colorado
$644K -$511K -25,551 -48%
PTC
270
Private Trust Company
Ohio
$643K -$260 -13 -0%
Ohio Public Employees Retirement System (OPERS)
271
Ohio Public Employees Retirement System (OPERS)
Ohio
$642K +$2.7K +135 +0.5%
QWM
272
Quadcap Wealth Management
Texas
$633K +$552K +27,588 New
Mitsubishi UFJ Trust & Banking
273
Mitsubishi UFJ Trust & Banking
Japan
$625K -$121K -6,064 -18%
FFM
274
Forum Financial Management
Illinois
$621K
HAG
275
HighPoint Advisor Group
Illinois
$617K +$571K +28,546 New

FLEX Hedge Fund Activity: Q4 2023 in Review

476 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q4 2023, worth a combined $12.1B — up 8.6% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new FLEX positions and 52 closed out — a net gain of 33 holders — while 152 added to existing stakes and 173 trimmed.

The largest buyer was Sachem Head Capital Management, adding an estimated $170M. The largest seller was BlackRock, cutting an estimated $146M.

  • 476 institutional investors held Flex (FLEX) as of Q4 2023, up from 450 in Q3 2023.
  • Funds reported $12.1B of Flex stock for Q4 2023, up 8.6% quarter-over-quarter.
  • 85 funds opened new Flex positions in Q4 2023 and 52 closed out, a net change of +33 holders.
  • The largest Flex buyer in Q4 2023 was Sachem Head Capital Management, an estimated $170M added.
  • The largest Flex seller in Q4 2023 was BlackRock, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2023.