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Flex
FLEX

Overview Fund Activity

449 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, 172 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.16%
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
172
Closed
42
Calls
$83.4M
Puts
$48M
Net Calls
+$35.5M
Net Calls Change
+$1.3B

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$148M
2
SSA
2
Schonfeld Strategic Advisors
New York
$38M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$724M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$35M
5
MIM
5
Merewether Investment Management
Texas
$58.1M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$298M
2
SHCM
2
Sachem Head Capital Management
New York
$53.3M
3
Victory Capital Management
3
Victory Capital Management
Texas
$407M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$679M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
VPIM
276
Vanguard Personalized Indexing Management
California
$478K +$28K +1,375 +6%
AFG
277
Allegheny Financial Group
Pennsylvania
$470K +$470K +23,119 New
Allspring Global Investments
278
Allspring Global Investments
North Carolina
$462K -$309K -15,186 -40%
LSAG
279
Lake Street Advisors Group
New Hampshire
$461K – – –
QT
280
Quantbot Technologies
New York
$458K +$458K +22,528 New
BCWM
281
Bartlett & Co Wealth Management
Ohio
$457K – – –
BC
282
Bartlett & Co
Ohio
$457K – – –
MSFP
283
Mark Sheptoff Financial Planning
Connecticut
$456K – – –
Aviva
284
Aviva
United Kingdom
$449K -$11.6K -572 -3%
YCM
285
Yousif Capital Management
Michigan
$442K -$18.7K -922 -4%
CIBC Asset Management
286
CIBC Asset Management
Ontario, Canada
$440K -$9.78K -481 -2%
PTC
287
Petrus Trust Company
Texas
$438K -$207K -10,200 -32%
MF
288
Magnetar Financial
Illinois
$436K +$436K +21,459 New
KPWS
289
Kestra Private Wealth Services
Texas
$415K -$28.1K -1,381 -6%
LNC
290
Lincoln National Corp
Pennsylvania
$414K +$200K +9,828 +93%
BC
291
Bridgefront Capital
Texas
$413K +$413K +20,303 New
QCM
292
Quantinno Capital Management
New York
$409K +$18.6K +912 +5%
SWA
293
Stratos Wealth Advisors
Ohio
$403K +$12.2K +599 +3%
GC
294
Guggenheim Capital
Illinois
$395K +$109K +5,344 +38%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$390K +$24.6K +1,211 +7%
US Bancorp
296
US Bancorp
Minnesota
$372K +$31.4K +1,546 +9%
BFO
297
Boston Family Office
Massachusetts
$370K – – –
CP
298
Covenant Partners
Tennessee
$369K – – –
OC
299
Oppenheimer & Co
New York
$368K +$13.4K +660 +4%
First Trust Advisors
300
First Trust Advisors
Illinois
$368K +$368K +18,091 New
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