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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
EDRIA
351
Edmonds Duncan Registered Investment Advisors
Kansas
$263K -$440 -22 -0.2%
WI
352
Wintrust Investments
Illinois
$254K -$7.99K -399 -3%
VC
353
Veracity Capital
Georgia
$251K +$15.9K +795 +8%
KeyBank National Association
354
KeyBank National Association
Ohio
$251K +$1.5K +75 +0.7%
Credit Agricole
355
Credit Agricole
France
$246K +$215K +10,722 New
PA
356
Probity Advisors
Texas
$243K -$20.2K -1,009 -9%
RCA
357
Resonant Capital Advisors
Wisconsin
$242K +$1.5K +75 +0.7%
BAM
358
Brave Asset Management
New Jersey
$241K
IFS
359
Ifrah Financial Services
Arkansas
$237K -$2.26K -113 -1%
Schroder Investment Management Group
360
Schroder Investment Management Group
United Kingdom
$234K
O
361
Ossiam
France
$232K
KBC Group
362
KBC Group
Belgium
$231K
FLC
363
Fifth Lane Capital
Texas
$228K +$199K +9,953 New
AFG
364
Atomi Financial Group
New York
$225K +$196K +9,804 New
Corient Private Wealth
365
Corient Private Wealth
Florida
$223K +$194K +9,707 New
PWM
366
Prosperity Wealth Management
California
$222K +$194K +9,687 New
CCA
367
Checchi Capital Advisers
California
$221K +$192K +9,614 New
MWPCG
368
Measured Wealth Private Client Group
New Hampshire
$219K +$191K +9,533 New
William Blair Investment Management
369
William Blair Investment Management
Illinois
$219K +$191K +9,533 New
TPCW
370
TD Private Client Wealth
New York
$218K +$6.3K +315 +3%
SG Americas Securities
371
SG Americas Securities
New York
$214K +$220 +11 +0.1%
USCWA
372
U.S. Capital Wealth Advisors
Texas
$212K +$185K +9,247 New
CMF
373
Counterpoint Mutual Funds
California
$203K +$177K +8,825 New
DWA
374
Douglass Winthrop Advisors
New York
$201K +$175K +8,758 New
GRP
375
Global Retirement Partners
California
$199K +$18K +901 +8%

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.