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450 hedge funds and large institutions have $11.1B invested in Flex in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 142 increasing their positions, 173 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $83.4M | Put options by funds: $48M

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

2% more funds holding

Funds holding: 441450 (+9)

5.86% less ownership

Funds ownership: 128.22%122.36% (-5.9%)

6% less capital invested

Capital invested by funds: $11.8B → $11.1B (-$711M)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

18% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 173

Holders
450
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
7.14%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.35%
New
53
Increased
142
Reduced
173
Closed
42
Calls
$83.4M
Puts
$48M
Net Calls
+$35.5M
Net Calls Change
+$1.3B
Name Holding Trade Value Shares
Change
Change in
Stake
CB
276
Commerce Bank
Missouri
$479K -$14.9K -737 -3%
VPIM
277
Vanguard Personalized Indexing Management
California
$478K +$27.9K +1,375 +6%
AFG
278
Allegheny Financial Group
Pennsylvania
$470K +$469K +23,119 New
Allspring Global Investments
279
Allspring Global Investments
North Carolina
$462K -$308K -15,186 -40%
LSAG
280
Lake Street Advisors Group
New Hampshire
$461K
QT
281
Quantbot Technologies
New York
$458K +$457K +22,528 New
BCWM
282
Bartlett & Co Wealth Management
Ohio
$457K
BC
283
Bartlett & Co
Ohio
$457K
MSFP
284
Mark Sheptoff Financial Planning
Connecticut
$456K
Aviva
285
Aviva
United Kingdom
$449K -$11.6K -572 -3%
YCM
286
Yousif Capital Management
Michigan
$442K -$18.7K -922 -4%
CIBC Asset Management
287
CIBC Asset Management
Ontario, Canada
$440K -$9.75K -481 -2%
PTC
288
Petrus Trust Company
Texas
$438K -$207K -10,200 -32%
MF
289
Magnetar Financial
Illinois
$436K +$435K +21,459 New
KPWS
290
Kestra Private Wealth Services
Texas
$415K -$28K -1,381 -6%
LNC
291
Lincoln National Corp
Pennsylvania
$414K +$199K +9,828 +93%
BC
292
Bridgefront Capital
Texas
$413K +$411K +20,303 New
QCM
293
Quantinno Capital Management
New York
$409K +$18.5K +912 +5%
SWA
294
Stratos Wealth Advisors
Ohio
$403K +$12.1K +599 +3%
GC
295
Guggenheim Capital
Illinois
$395K +$108K +5,344 +38%
Rockefeller Capital Management
296
Rockefeller Capital Management
New York
$390K +$24.5K +1,211 +7%
US Bancorp
297
US Bancorp
Minnesota
$372K +$31.3K +1,546 +9%
BFO
298
Boston Family Office
Massachusetts
$370K
CP
299
Covenant Partners
Tennessee
$369K
OC
300
Oppenheimer & Co
New York
$368K +$13.4K +660 +4%

FLEX Hedge Fund Activity: Q3 2023 in Review

450 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q3 2023, worth a combined $11.1B — down 6% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FLEX positions and 42 closed out — a net gain of 11 holders — while 142 added to existing stakes and 173 trimmed.

The largest buyer was Nuveen, adding an estimated $142M. The largest seller was AllianceBernstein, cutting an estimated $149M.

  • 450 institutional investors held Flex (FLEX) as of Q3 2023, up from 441 in Q2 2023.
  • Funds reported $11.1B of Flex stock for Q3 2023, down 6% quarter-over-quarter.
  • 53 funds opened new Flex positions in Q3 2023 and 42 closed out, a net change of +11 holders.
  • The largest Flex buyer in Q3 2023 was Nuveen, an estimated $142M added.
  • The largest Flex seller in Q3 2023 was AllianceBernstein, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2023.