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333 hedge funds and large institutions have $8.73B invested in Flex in 2021 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 121 increasing their positions, 102 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $34.3M | Put options by funds: $24.6M

24% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 49

19% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 102

3% more funds holding

Funds holding: 323333 (+10)

0% more funds holding in top 10

Funds holding in top 10: 1212 (0)

3% less capital invested

Capital invested by funds: $9B → $8.73B (-$275M)

3.35% less ownership

Funds ownership: 129.8%126.45% (-3.3%)

Holders
333
Holders Change
+10
Holders Change %
+3.1%
% of All Funds
5.85%
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
61
Increased
121
Reduced
102
Closed
49
Calls
$34.3M
Puts
$24.6M
Net Calls
+$9.68M
Net Calls Change
-$59.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CWC
301
Carolinas Wealth Consulting
North Carolina
$7K +$7.32K +531 New
FWM
302
Focused Wealth Management
New York
$6K
GWM
303
Geneos Wealth Management
Colorado
$6K
VCM
304
Vigilant Capital Management
Maine
$6K
AIM
305
Anchor Investment Management
South Carolina
$5.38K +$5.37K +390 New
DOA
306
D'Orazio & Associates
Virginia
$5K
VFA
307
Valeo Financial Advisors
Indiana
$5K +$317 +23 +7%
BWL
308
Bogart Wealth LLC
Virginia
$5K +$5.01K +364 New
HPC
309
HM Payson & Co
Maine
$4K
MHR
310
Matthew Hamilton Rosenberg
$4K
MIM
311
Macroview Investment Management
Maryland
$4K +$3.71K +269 New
RFA
312
Reilly Financial Advisors
California
$4K +$4.2K +305 New
OSAM
313
O'Shaughnessy Asset Management
Connecticut
$4K +$4.48K +325 New
CG
314
Cutler Group
California
$3K -$1.47M -106,923 -100%
CFO
315
CVA Family Office
Colorado
$3K +$2.56K +186 New
NFG
316
Next Financial Group
Texas
$3K +$3.38K +245 New
PCG
317
Private Capital Group
Connecticut
$2K -$32.5K -2,361 -93%
MAM
318
McCarthy Asset Management
California
$2K -$909 -66 -33%
AF
319
Allworth Financial
California
$2K
ACM
320
AUA Capital Management
Pennsylvania
$2K
TFGT
321
TS Financial Group (TSFG)
Illinois
$2K
HR
322
Howe & Rusling
New York
$2K +$96 +7 +5%
CA
323
Clearstead Advisors
Ohio
$2K +$1.56K +113 New
WAP
324
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.96K +142 New
Jones Financial Companies
325
Jones Financial Companies
Missouri
$2K +$2.19K +159 New

FLEX Hedge Fund Activity: Q1 2021 in Review

333 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q1 2021, worth a combined $8.73B — down 3.1% from $9B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new FLEX positions and 49 closed out — a net gain of 12 holders — while 121 added to existing stakes and 102 trimmed.

The largest buyer was Millennium Management, adding an estimated $130M. The largest seller was Wellington Management Group, cutting an estimated $313M.

  • 333 institutional investors held Flex (FLEX) as of Q1 2021, up from 323 in Q4 2020.
  • Funds reported $8.73B of Flex stock for Q1 2021, down 3.1% quarter-over-quarter.
  • 61 funds opened new Flex positions in Q1 2021 and 49 closed out, a net change of +12 holders.
  • The largest Flex buyer in Q1 2021 was Millennium Management, an estimated $130M added.
  • The largest Flex seller in Q1 2021 was Wellington Management Group, an estimated $313M sold.

Based on aggregated 13F filings for Q1 2021.