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500 hedge funds and large institutions have $13B invested in Flex in 2024 Q3 according to their latest regulatory filings, with 79 funds opening new positions, 165 increasing their positions, 174 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

199% more call options, than puts

Call options by funds: $82.7M | Put options by funds: $27.6M

55% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 51

13% more capital invested

Capital invested by funds: $11.5B → $13B (+$1.52B)

5% more funds holding

Funds holding: 474500 (+26)

0.21% more ownership

Funds ownership: 97.92%98.13% (+0.21%)

5% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 174

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
500
Holders Change
+26
Holders Change %
+5.49%
% of All Funds
7.18%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
79
Increased
165
Reduced
174
Closed
51
Calls
$82.7M
Puts
$27.6M
Net Calls
+$55.1M
Net Calls Change
-$33.4M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
301
Avantax Planning Partners
Iowa
$489K -$36.1K -1,175 -7%
SI
302
Stephens Inc
Arkansas
$472K +$11.1K +361 +3%
MWPCG
303
Measured Wealth Private Client Group
New Hampshire
$472K -$24.5K -798 -5%
RCAG
304
Rehmann Capital Advisory Group
Michigan
$468K -$10.5K -341 -2%
DADC
305
D.A. Davidson & Co
Montana
$460K +$423K +13,749 New
CP
306
Covenant Partners
Tennessee
$457K
SC
307
Savant Capital
Illinois
$456K +$54.8K +1,782 +15%
PPW
308
Parcion Private Wealth
Washington
$452K +$416K +13,515 New
CL
309
Choreo LLC
Illinois
$442K -$7.26K -236 -2%
William Blair & Company
310
William Blair & Company
Illinois
$434K +$29.2K +949 +8%
CCM
311
Coldstream Capital Management
Washington
$433K -$11.8K -384 -3%
KNW
312
Kesler Norman & Wride
Utah
$433K +$398K +12,951 New
Connor, Clark & Lunn Investment Management (CC&L)
313
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$429K +$394K +12,818 New
TLFA
314
True Link Financial Advisors
California
$427K -$4.83K -157 -1%
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$416K -$309K -10,060 -45%
VA
316
Verdad Advisers
Massachusetts
$414K -$156K -5,086 -29%
PWM
317
Perigon Wealth Management
California
$406K +$373K +12,138 New
OIA
318
OneDigital Investment Advisors
Kansas
$405K -$51K -1,658 -12%
AA
319
ALPS Advisors
Colorado
$399K +$367K +11,950 New
AWM
320
Avior Wealth Management
Nebraska
$399K -$140K -4,556 -28%
JIC
321
Johnson Investment Counsel
Ohio
$397K -$13.8K -450 -4%
HAIM
322
Hunter Associates Investment Management
Pennsylvania
$395K
YCM
323
Yousif Capital Management
Michigan
$390K -$21.1K -685 -6%
BFM
324
Boothbay Fund Management
New York
$382K +$352K +11,436 New
GCM
325
Graham Capital Management
Connecticut
$379K +$13.3K +434 +4%

FLEX Hedge Fund Activity: Q3 2024 in Review

500 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q3 2024, worth a combined $13B — up 13% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new FLEX positions and 51 closed out — a net gain of 28 holders — while 165 added to existing stakes and 174 trimmed.

The largest buyer was BlackRock, adding an estimated $226M. The largest seller was Fidelity Investments, cutting an estimated $121M.

  • 500 institutional investors held Flex (FLEX) as of Q3 2024, up from 474 in Q2 2024.
  • Funds reported $13B of Flex stock for Q3 2024, up 13% quarter-over-quarter.
  • 79 funds opened new Flex positions in Q3 2024 and 51 closed out, a net change of +28 holders.
  • The largest Flex buyer in Q3 2024 was BlackRock, an estimated $226M added.
  • The largest Flex seller in Q3 2024 was Fidelity Investments, an estimated $121M sold.

Based on aggregated 13F filings for Q3 2024.