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450 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, 173 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $83.4M | Put options by funds: $48M

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

2% more funds holding

Funds holding: 441450 (+9)

5.86% less ownership

Funds ownership: 128.22%122.36% (-5.9%)

6% less capital invested

Capital invested by funds: $11.8B → $11.1B (-$711M)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

18% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 173

Holders
450
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
7.14%
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
173
Closed
42
Calls
$83.4M
Puts
$48M
Net Calls
+$35.5M
Net Calls Change
+$1.3B
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
301
First Trust Advisors
Illinois
$368K +$367K +18,091 New
FTDI
302
First Trust Direct Indexing
Massachusetts
$367K -$6.14K -303 -2%
RCAG
303
Rehmann Capital Advisory Group
Michigan
$363K +$19.3K +951 +6%
CWM
304
Cornerstone Wealth Management
Missouri
$356K +$355K +17,524 New
GAA
305
Global Assets Advisory
Florida
$354K +$22.5K +1,112 +7%
GLR
306
Great Lakes Retirement
Ohio
$349K -$148K -7,310 -30%
JIC
307
Johnson Investment Counsel
Ohio
$342K +$2.65K +131 +0.8%
First Eagle Investment Management
308
First Eagle Investment Management
New York
$329K +$250K +12,344 +321%
HAIM
309
Hunter Associates Investment Management
Pennsylvania
$318K
CAG
310
Csenge Advisory Group
Florida
$315K -$65.1K -3,214 -17%
LNWWM
311
Laird Norton Wetherby Wealth Management
California
$306K -$11.7K -575 -4%
Natixis Advisors
312
Natixis Advisors
Massachusetts
$306K -$7.84K -387 -3%
DTL
313
Dynamic Technology Lab
Singapore
$305K +$304K +14,992 New
GT
314
Greenleaf Trust
Michigan
$302K +$831 +41 +0.3%
BHCM
315
Brevan Howard Capital Management
Jersey
$302K +$301K +14,869 New
Los Angeles Capital Management
316
Los Angeles Capital Management
California
$301K
CICI
317
Capital Investment Counsel Inc
North Carolina
$287K
WAM
318
Watershed Asset Management
California
$284K
LBC
319
Lowe Brockenbrough & Co
Virginia
$283K
HT
320
Headlands Technologies
Illinois
$283K +$282K +13,899 New
AT
321
American Trust
Kentucky
$275K -$20.9K -1,031 -7%
Cerity Partners
322
Cerity Partners
New York
$273K -$120K -5,906 -31%
CAPTRUST Financial Advisors
323
CAPTRUST Financial Advisors
North Carolina
$273K -$1.26K -62 -0.5%
GCP
324
GSA Capital Partners
United Kingdom
$268K +$267K +13,168 New
BCM
325
Bayesian Capital Management
New York
$267K +$266K +13,137 New

FLEX Hedge Fund Activity: Q3 2023 in Review

450 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q3 2023, worth a combined $11.1B — down 6% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FLEX positions and 42 closed out — a net gain of 11 holders — while 142 added to existing stakes and 173 trimmed.

The largest buyer was Nuveen, adding an estimated $142M. The largest seller was AllianceBernstein, cutting an estimated $149M.

  • 450 institutional investors held Flex (FLEX) as of Q3 2023, up from 441 in Q2 2023.
  • Funds reported $11.1B of Flex stock for Q3 2023, down 6% quarter-over-quarter.
  • 53 funds opened new Flex positions in Q3 2023 and 42 closed out, a net change of +11 holders.
  • The largest Flex buyer in Q3 2023 was Nuveen, an estimated $142M added.
  • The largest Flex seller in Q3 2023 was AllianceBernstein, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2023.