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441 hedge funds and large institutions have $11.8B invested in Flex in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 180 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 55

20% more capital invested

Capital invested by funds: $9.88B → $11.8B (+$1.96B)

3% more funds holding

Funds holding: 427441 (+14)

2.23% more ownership

Funds ownership: 125.99%128.22% (+2.2%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

32% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 180

94% less call options, than puts

Call options by funds: $87.2M | Put options by funds: $1.35B

Holders
441
Holders Change
+14
Holders Change %
+3.28%
% of All Funds
6.92%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
71
Increased
123
Reduced
180
Closed
55
Calls
$87.2M
Puts
$1.35B
Net Calls
-$1.26B
Net Calls Change
-$1.33B
Name Holding Trade Value Shares
Change
Change in
Stake
GT
301
Greenleaf Trust
Michigan
$309K -$15.8K -884 -6%
Los Angeles Capital Management
302
Los Angeles Capital Management
California
$309K
SC
303
Shay Capital
New York
$304K -$1.47M -82,274 -85%
AT
304
American Trust
Kentucky
$304K -$47.7K -2,674 -15%
KeyBank National Association
305
KeyBank National Association
Ohio
$301K -$217K -12,166 -46%
CICI
306
Capital Investment Counsel Inc
North Carolina
$294K
GC
307
Guggenheim Capital
Illinois
$294K +$23.2K +1,300 +10%
YIH
308
Y-Intercept (HK)
Hong Kong
$292K +$250K +13,996 New
WAM
309
Watershed Asset Management
California
$291K -$38.5K -2,158 -13%
LBC
310
Lowe Brockenbrough & Co
Virginia
$290K
TPCW
311
TD Private Client Wealth
New York
$289K -$20.9K -1,170 -8%
Credit Agricole
312
Credit Agricole
France
$284K +$88.9K +4,984 +58%
CAPTRUST Financial Advisors
313
CAPTRUST Financial Advisors
North Carolina
$281K +$11.8K +660 +5%
GRP
314
Global Retirement Partners
California
$275K +$3.16K +177 +1%
AssetMark Inc
315
AssetMark Inc
California
$273K +$86.4K +4,844 +59%
FA
316
FDx Advisors
Illinois
$268K +$230K +12,872 New
DADC
317
D.A. Davidson & Co
Montana
$266K +$7.81K +438 +4%
CWM
318
Congress Wealth Management
Massachusetts
$262K
GIA
319
Gateway Investment Advisers
Ohio
$259K -$154K -8,664 -41%
Brown Advisory
320
Brown Advisory
Maryland
$258K -$40.4K -2,265 -15%
TI
321
Tidal Investments
Wisconsin
$256K +$219K +12,276 New
S
322
SignatureFD
Georgia
$253K -$8.2K -460 -4%
AIM
323
Allen Investment Management
New York
$253K
PA
324
Probity Advisors
Texas
$244K +$209K +11,724 New
EDRIA
325
Edmonds Duncan Registered Investment Advisors
Kansas
$242K +$207K +11,615 New

FLEX Hedge Fund Activity: Q2 2023 in Review

441 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q2 2023, worth a combined $11.8B — up 20% from $9.88B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new FLEX positions and 55 closed out — a net gain of 16 holders — while 123 added to existing stakes and 180 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $277M. The largest seller was BlackRock, cutting an estimated $57.5M.

  • 441 institutional investors held Flex (FLEX) as of Q2 2023, up from 427 in Q1 2023.
  • Funds reported $11.8B of Flex stock for Q2 2023, up 20% quarter-over-quarter.
  • 71 funds opened new Flex positions in Q2 2023 and 55 closed out, a net change of +16 holders.
  • The largest Flex buyer in Q2 2023 was Fidelity Investments, an estimated $277M added.
  • The largest Flex seller in Q2 2023 was BlackRock, an estimated $57.5M sold.

Based on aggregated 13F filings for Q2 2023.