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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
Schroder Investment Management Group
351
Schroder Investment Management Group
United Kingdom
$207K
VC
352
Veracity Capital
Georgia
$207K +$3.71K +183 +2%
O
353
Ossiam
France
$205K -$205K -10,113 -50%
KBC Group
354
KBC Group
Belgium
$205K +$204K +10,065 New
C
355
Covestor
United Kingdom
$203K -$689 -34 -0.3%
MWM
356
Modera Wealth Management
New Jersey
$202K -$2.01K -99 -1%
WI
357
Wahed Invest
New York
$191K +$14.2K +703 +8%
SG Americas Securities
358
SG Americas Securities
New York
$190K -$374K -18,446 -66%
TPCW
359
TD Private Client Wealth
New York
$187K -$95K -4,688 -34%
Nomura Asset Management
360
Nomura Asset Management
Japan
$175K
CAL
361
Capital Advisors Ltd
Ohio
$127K
Pacer Advisors
362
Pacer Advisors
Pennsylvania
$119K +$110K +5,442 +1,254%
IRC
363
Investors Research Corp
Georgia
$113K -$53.8K -2,654 -32%
QCG
364
Quadrant Capital Group
Ohio
$112K +$4.17K +206 +4%
SIA
365
Sit Investment Associates
Minnesota
$108K
LC
366
Lindbrook Capital
California
$95.7K +$1.03K +51 +1%
GIA
367
GHP Investment Advisors
Colorado
$93.8K
CSPIA
368
Cary Street Partners Investment Advisory
Virginia
$90.5K +$65.5K +3,232 +266%
CG
369
Cutler Group
California
$88K +$63.5K +3,132 +259%
AF
370
Allworth Financial
California
$86.6K +$66.9K +3,301 +345%
EDRH
371
Edmond de Rothschild Holding
Switzerland
$79.9K
BTI
372
Blue Trust Inc
Georgia
$79K +$29.6K +1,460 +63%
IA
373
IFP Advisors
Florida
$77.7K +$8.47K +418 +12%
CFGS
374
Concourse Financial Group Securities
Alabama
$75.8K -$8.88K -438 -11%
UFF
375
USA Financial Formulas
Michigan
$69.8K

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.