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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
CC
276
Cipher Capital
New York
$442K -$789K -44,258 -68%
WANY
277
Wealthspire Advisors (New York)
New York
$431K +$369K +20,672 New
PTC
278
Private Trust Company
Ohio
$426K +$305K +17,120 +514%
O
279
Ossiam
France
$421K +$176K +9,888 +96%
Lazard Asset Management
280
Lazard Asset Management
New York
$419K -$177K -9,930 -33%
Cerity Partners
281
Cerity Partners
New York
$403K +$77.1K +4,326 +29%
SWA
282
Stratos Wealth Advisors
Ohio
$401K
QCM
283
Quantinno Capital Management
New York
$400K
GHA
284
GW Henssler & Associates
Georgia
$396K -$85.2K -4,778 -20%
CAG
285
Csenge Advisory Group
Florida
$389K +$333K +18,693 New
FTDI
286
First Trust Direct Indexing
Massachusetts
$382K +$25.5K +1,431 +8%
BFO
287
Boston Family Office
Massachusetts
$380K -$23.7K -1,327 -7%
CP
288
Covenant Partners
Tennessee
$378K
Squarepoint
289
Squarepoint
New York
$376K -$256K -14,355 -44%
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$374K -$888K -49,828 -73%
OC
291
Oppenheimer & Co
New York
$364K +$13.9K +779 +5%
RCAG
292
Rehmann Capital Advisory Group
Michigan
$352K -$1.32K -74 -0.4%
US Bancorp
293
US Bancorp
Minnesota
$349K -$79.6K -4,464 -21%
JIC
294
Johnson Investment Counsel
Ohio
$347K +$10.6K +597 +4%
GAA
295
Global Assets Advisory
Florida
$340K -$76.5K -4,289 -21%
HAIM
296
Hunter Associates Investment Management
Pennsylvania
$331K
Capstone Investment Advisors
297
Capstone Investment Advisors
New York
$328K +$281K +15,759 New
LNWWM
298
Laird Norton Wetherby Wealth Management
California
$325K -$49.3K -2,764 -15%
Natixis Advisors
299
Natixis Advisors
Massachusetts
$321K -$1.48K -83 -0.5%
SI
300
Stephens Inc
Arkansas
$319K -$8.02K -450 -3%

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.