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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
KAS
326
Kestra Advisory Services
Texas
$241K -$13.6K -760 -6%
WI
327
Wintrust Investments
Illinois
$239K +$205K +11,479 New
V
328
Veritable
Delaware
$234K +$200K +11,238 New
AWM
329
AE Wealth Management
Kansas
$233K +$200K +11,208 New
BFG
330
Bleakley Financial Group
New Jersey
$231K +$197K +11,067 New
SS
331
Simplicity Solutions
Minnesota
$231K +$197K +11,067 New
AAM
332
Advisors Asset Management
Colorado
$223K +$191K +10,689 New
IFS
333
Ifrah Financial Services
Arkansas
$223K +$190K +10,684 New
LNC
334
Lincoln National Corp
Pennsylvania
$220K +$188K +10,539 New
BAM
335
Brave Asset Management
New Jersey
$218K +$187K +10,483 New
RCA
336
Resonant Capital Advisors
Wisconsin
$218K +$187K +10,467 New
Schroder Investment Management Group
337
Schroder Investment Management Group
United Kingdom
$212K +$181K +10,178 New
Simplex Trading
338
Simplex Trading
Illinois
$211K +$181K +10,178 New
WG
339
Winton Group
United Kingdom
$211K -$256K -14,374 -59%
MOS
340
MGO One Seven
Ohio
$210K +$180K +10,075 New
MWM
341
Modera Wealth Management
New Jersey
$209K +$179K +10,025 New
C
342
Covestor
United Kingdom
$208K -$5.05K -283 -3%
VC
343
Veracity Capital
Georgia
$208K +$178K +9,974 New
William Blair Investment Management
344
William Blair Investment Management
Illinois
$203K +$174K +9,734 New
BAM
345
Blueshift Asset Management
New Jersey
$201K +$172K +9,650 New
AWS
346
Atria Wealth Solutions
New York
$200K +$172K +9,621 New
CCA
347
Checchi Capital Advisers
California
$200K +$171K +9,614 New
ETC
348
Exchange Traded Concepts
Oklahoma
$188K +$122K +6,869 +320%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$186K -$11.6K -649 -7%
WI
350
Wahed Invest
New York
$181K +$17.1K +960 +12%

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.