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336 hedge funds and large institutions have $8.33B invested in Flex in 2017 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 113 increasing their positions, 115 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 27

98% more call options, than puts

Call options by funds: $33.8M | Put options by funds: $17M

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more funds holding

Funds holding: 310336 (+26)

6.71% more ownership

Funds ownership: 121.18%127.89% (+6.7%)

1% more capital invested

Capital invested by funds: $8.21B → $8.33B (+$122M)

2% less repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 115

Holders
336
Holders Change
+26
Holders Change %
+8.39%
% of All Funds
8.38%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.27%
New
57
Increased
113
Reduced
115
Closed
27
Calls
$33.8M
Puts
$17M
Net Calls
+$16.7M
Net Calls Change
+$4.81M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
301
V Wealth Advisors
Kansas
$20K +$20.5K +1,659 New
FC
302
Ferris Capital
Massachusetts
$18K +$18.4K +1,486 New
WA
303
WFG Advisors
Texas
$16K
MCIA
304
Mountain Capital Investment Advisors
Colorado
$16K +$16.4K +1,327 New
PA
305
Parallel Advisors
California
$16K +$16.4K +1,327 New
RFA
306
Reilly Financial Advisors
California
$16K +$16.4K +1,327 New
EWM
307
Evercore Wealth Management
New York
$14K
FPFS
308
First Personal Financial Services
North Carolina
$12K +$11.6K +938 New
ASN
309
Advisory Services Network
Georgia
$10K
Carson Wealth (CWM LLC)
310
Carson Wealth (CWM LLC)
Nebraska
$10K
FWM
311
Focused Wealth Management
New York
$10K
BGIM
312
Brandywine Global Investment Management
Pennsylvania
$8K
HT
313
Heritage Trust
Oklahoma
$8K
WT
314
Whittier Trust
California
$8K
MWM
315
MinichMacGregor Wealth Management
New York
$8K +$8.13K +657 New
NFG
316
Next Financial Group
Texas
$7K
DVM
317
Dreman Value Management
Florida
$6K +$6.33K +511 New
CG
318
Cutler Group
California
$6K +$6.57K +531 New
BWM
319
Baystate Wealth Management
Massachusetts
$5K
CHC
320
City Holding Co
West Virginia
$5K
DOA
321
D'Orazio & Associates
Virginia
$5K
HR
322
Howe & Rusling
New York
$4K +$347 +28 +9%
BL
323
Balentine LLC
Georgia
$3K
CB
324
Community Bank
New York
$3K
PFBT
325
Parkside Financial Bank & Trust
Missouri
$3K

FLEX Hedge Fund Activity: Q2 2017 in Review

336 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q2 2017, worth a combined $8.33B — up 1.5% from $8.21B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new FLEX positions and 27 closed out — a net gain of 30 holders — while 113 added to existing stakes and 115 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $473M. The largest seller was Capital Research Global Investors, cutting an estimated $111M.

  • 336 institutional investors held Flex (FLEX) as of Q2 2017, up from 310 in Q1 2017.
  • Funds reported $8.33B of Flex stock for Q2 2017, up 1.5% quarter-over-quarter.
  • 57 funds opened new Flex positions in Q2 2017 and 27 closed out, a net change of +30 holders.
  • The largest Flex buyer in Q2 2017 was Janus Henderson Group, an estimated $473M added.
  • The largest Flex seller in Q2 2017 was Capital Research Global Investors, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2017.