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Flex
FLEX

356 hedge funds and large institutions have $9.28B invested in Flex in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 87 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $27.4M | Put options by funds: $10.2M

95% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 37

10% more funds holding

Funds holding: 323 → 356 (+33)

10% more capital invested

Capital invested by funds: $8.43B → $9.28B (+$844M)

2.64% more ownership

Funds ownership: 126.9% → 129.53% (+2.6%)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

36% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 136

Holders
356
Holders Change
+33
Holders Change %
+10.22%
% of All Funds
8.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
72
Increased
87
Reduced
136
Closed
37
Calls
$27.4M
Puts
$10.2M
Net Calls
+$17.2M
Net Calls Change
+$1.96M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$417M
2
PC
Polar Capital
United Kingdom
+$48.3M
3
DZ Bank
DZ Bank
Germany
+$37.9M
4
American Century Companies
American Century Companies
Missouri
+$30.8M
5
IAM
Iridian Asset Management
Connecticut
+$29.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$152M
2
Boston Partners
Boston Partners
Massachusetts
-$84.4M
3
Goldman Sachs
Goldman Sachs
New York
-$80.6M
4
GC
GMT Capital
Georgia
-$47.5M
5
BlackRock
BlackRock
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
276
First Personal Financial Services
North Carolina
$161K +$112K +8,271 +227%
FMLI
277
Fukoku Mutual Life Insurance
Japan
$153K – – –
FANJ
278
Financial Architects (New Jersey)
New Jersey
$135K – – –
BTIS
279
BB&T Investment Services
North Carolina
$102K +$9.83K +727 +9%
Bank of Montreal
280
Bank of Montreal
Ontario, Canada
$100K -$19.5M -1,440,867 -99%
Manulife (Manufacturers Life Insurance)
281
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$87K -$2.42K -179 -3%
California State Teachers Retirement System (CalSTRS)
282
California State Teachers Retirement System (CalSTRS)
California
$86K +$85.8K +6,347 New
ZB
283
Zions Bancorporation
Utah
$74K +$3.23K +239 +5%
CG
284
Cutler Group
California
$73K +$11.5K +851 +19%
SIAS
285
Shine Investment Advisory Services
Colorado
$52K – – –
HNB
286
Huntington National Bank
Ohio
$48K -$16.2K -1,200 -25%
AssetMark Inc
287
AssetMark Inc
California
$47K -$64.2K -4,748 -58%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$44K -$2.65K -196 -6%
RFC
289
Regions Financial Corp
Alabama
$39K +$39.2K +2,902 New
KF
290
Krilogy Financial
Missouri
$37K – – –
FRA
291
Front Row Advisors
California
$36K +$35.9K +2,658 New
IWP
292
Icon Wealth Partners
Texas
$34K +$33.5K +2,475 New
MPWT
293
MassMutual Private Wealth & Trust
Connecticut
$32.4K +$4.18K +309 +15%
WTC
294
WhitTier Trust Company
Nevada
$31K – – –
GWM
295
Geneos Wealth Management
Colorado
$29K – – –
TC
296
Trust Company
Kansas
$28K +$27.4K +2,030 New
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$24K +$24K +1,776 New
VFA
298
Valeo Financial Advisors
Indiana
$23K +$2.31K +171 +11%
SWM
299
SeaCrest Wealth Management
New York
$23K +$23.1K +1,707 New
WAP
300
Wealthcare Advisory Partners
Pennsylvania
$20K – – –
10 11
12
13 14

FLEX Hedge Fund Activity: Q4 2017 in Review

356 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q4 2017, worth a combined $9.28B — up 10% from $8.43B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new FLEX positions and 37 closed out — a net gain of 35 holders — while 87 added to existing stakes and 136 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $417M. The largest seller was Capital Research Global Investors, cutting an estimated $152M.

  • 356 institutional investors held Flex (FLEX) as of Q4 2017, up from 323 in Q3 2017.
  • Funds reported $9.28B of Flex stock for Q4 2017, up 10% quarter-over-quarter.
  • 72 funds opened new Flex positions in Q4 2017 and 37 closed out, a net change of +35 holders.
  • The largest Flex buyer in Q4 2017 was Wellington Management Group, an estimated $417M added.
  • The largest Flex seller in Q4 2017 was Capital Research Global Investors, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2017.