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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
PGA
301
Premia Global Advisors
Florida
$20K +$20K +1,476 New
CHP
302
Cable Hill Partners
Oregon
$18K -$2.37K -175 -12%
RFA
303
Reilly Financial Advisors
California
$18K – – –
MTCM
304
Mint Tower Capital Management
Netherlands
$18K +$17.8K +1,320 New
KJWM
305
Kiley Juergens Wealth Management
Washington
$18K +$18.6K +1,373 New
HR
306
Howe & Rusling
New York
$16K -$297 -22 -2%
CT
307
CPF Texas
Texas
$16K +$15.6K +1,151 New
EWM
308
Evercore Wealth Management
New York
$15K – – –
CAPTRUST Financial Advisors
309
CAPTRUST Financial Advisors
North Carolina
$15K +$14.5K +1,072 New
HFP
310
Holistic Financial Partners
Indiana
$15K +$15.4K +1,137 New
LFA
311
Legacy Financial Advisors
Kentucky
$14K +$14.3K +1,059 New
IWM
312
IHT Wealth Management
Illinois
$13K +$4.75K +351 +59%
SWP
313
Stratos Wealth Partners
Ohio
$13K +$13.2K +978 New
MWM
314
MinichMacGregor Wealth Management
New York
$12K – – –
FWM
315
Focused Wealth Management
New York
$11K – – –
ASN
316
Advisory Services Network
Georgia
$11K +$4.27K +316 +69%
TDC
317
Thompson Davis & Co
Virginia
$9K -$18.1K -1,337 -67%
BGIM
318
Brandywine Global Investment Management
Pennsylvania
$9K – – –
HT
319
Heritage Trust
Oklahoma
$9K – – –
OWA
320
One Wealth Advisors
California
$9K +$9.22K +682 New
TRCT
321
Tower Research Capital (TRC)
New York
$9K +$9.77K +723 New
WT
322
Whittier Trust
California
$8K – – –
AC
323
Avestar Capital
New York
$8K +$8.52K +630 New
DVM
324
Dreman Value Management
Florida
$7K – – –
CBT
325
Capital Bank & Trust
California
$7K +$4.23K +313 +148%
11 12
13
14 15

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.