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476 hedge funds and large institutions have $12.1B invested in Flex in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $95.4M | Put options by funds: $49.8M

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

9% more capital invested

Capital invested by funds: $11.1B → $12.1B (+$960M)

6% more funds holding

Funds holding: 450476 (+26)

0.58% more ownership

Funds ownership: 122.36%122.94% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
476
Holders Change
+26
Holders Change %
+5.78%
% of All Funds
6.94%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
85
Increased
152
Reduced
173
Closed
52
Calls
$95.4M
Puts
$49.8M
Net Calls
+$45.6M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
301
Oppenheimer & Co
New York
$449K +$28.9K +1,444 +8%
AssetMark Inc
302
AssetMark Inc
California
$446K +$131K +6,544 +51%
HI
303
Handelsinvest Investeringsforvaltning
Denmark
$443K +$386K +19,308 New
PNC Financial Services Group
304
PNC Financial Services Group
Pennsylvania
$442K -$169K -8,421 -30%
SWA
305
Stratos Wealth Advisors
Ohio
$442K -$12K -599 -3%
MSFP
306
Mark Sheptoff Financial Planning
Connecticut
$439K -$66.4K -3,317 -15%
GC
307
Guggenheim Capital
Illinois
$424K -$19.5K -976 -5%
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$422K -$15.7K -783 -4%
BFO
309
Boston Family Office
Massachusetts
$418K
CP
310
Covenant Partners
Tennessee
$416K
WWM
311
Whalen Wealth Management
Nevada
$414K +$361K +18,055 New
LA
312
LM Advisors
California
$409K +$357K +17,835 New
RCAG
313
Rehmann Capital Advisory Group
Michigan
$408K -$1.08K -54 -0.3%
EGM
314
Engineers Gate Manager
New York
$399K -$1.74M -87,153 -83%
LBC
315
Lowe Brockenbrough & Co
Virginia
$399K +$68.8K +3,439 +25%
JIC
316
Johnson Investment Counsel
Ohio
$383K -$2.62K -131 -0.8%
SAM
317
Seelaus Asset Management
New Jersey
$382K +$125K +6,270 +60%
Cerity Partners
318
Cerity Partners
New York
$379K +$61.3K +3,064 +23%
FTDI
319
First Trust Direct Indexing
Massachusetts
$374K -$35.3K -1,763 -10%
First Eagle Investment Management
320
First Eagle Investment Management
New York
$372K
PCS
321
Personal CFO Solutions
New Jersey
$359K +$313K +15,641 New
BC
322
Bartlett & Co
Ohio
$359K -$139K -6,967 -31%
BCWM
323
Bartlett & Co Wealth Management
Ohio
$359K -$139K -6,967 -31%
HAIM
324
Hunter Associates Investment Management
Pennsylvania
$358K
GLR
325
Great Lakes Retirement
Ohio
$356K -$32.8K -1,640 -10%

FLEX Hedge Fund Activity: Q4 2023 in Review

476 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q4 2023, worth a combined $12.1B — up 8.6% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new FLEX positions and 52 closed out — a net gain of 33 holders — while 152 added to existing stakes and 173 trimmed.

The largest buyer was Sachem Head Capital Management, adding an estimated $170M. The largest seller was BlackRock, cutting an estimated $146M.

  • 476 institutional investors held Flex (FLEX) as of Q4 2023, up from 450 in Q3 2023.
  • Funds reported $12.1B of Flex stock for Q4 2023, up 8.6% quarter-over-quarter.
  • 85 funds opened new Flex positions in Q4 2023 and 52 closed out, a net change of +33 holders.
  • The largest Flex buyer in Q4 2023 was Sachem Head Capital Management, an estimated $170M added.
  • The largest Flex seller in Q4 2023 was BlackRock, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2023.