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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
Carson Wealth (CWM LLC)
376
Carson Wealth (CWM LLC)
Nebraska
$36K -$27.4K -1,538 -47%
M
377
MOTCO
Texas
$34.5K
AWM
378
Atticus Wealth Management
Florida
$33K
FHA
379
First Horizon Advisors
Tennessee
$29.9K +$749 +42 +3%
TWC
380
TD Waterhouse Canada
Ontario, Canada
$29.7K
PA
381
Parallel Advisors
California
$25.4K -$3.69K -207 -14%
CSPIA
382
Cary Street Partners Investment Advisory
Virginia
$25.3K
ST
383
Smithfield Trust
Pennsylvania
$25K
CG
384
Cutler Group
California
$25K +$21.6K +1,210 New
WTA
385
Washington Trust Advisors
Massachusetts
$23.8K +$428 +24 +2%
AF
386
Allworth Financial
California
$19.9K +$303 +17 +2%
CI Investments Inc
387
CI Investments Inc
Ontario, Canada
$18K +$14.4K +808 +2,309%
OC
388
Oakworth Capital
Alabama
$17.7K +$15.2K +852 New
DIP
389
DT Investment Partners
Pennsylvania
$16.9K
SPIA
390
Steward Partners Investment Advisory
New York
$16.6K
PB
391
Pinnacle Bancorp
Nebraska
$16.1K
HCP
392
Hexagon Capital Partners
Arkansas
$15.3K
AB
393
Amalgamated Bank
New York
$14K +$11.7K +658 New
Fifth Third Bancorp
394
Fifth Third Bancorp
Ohio
$13.8K -$7.63K -428 -39%
FP
395
Financial Perspectives
Minnesota
$13.5K
JWA
396
JFS Wealth Advisors
Pennsylvania
$13.4K -$927 -52 -7%
MAWCM
397
Mine & Arao Wealth Creation & Management
California
$13.3K
CT
398
Clearstead Trust
Maine
$13.2K -$767 -43 -6%
FCT
399
First Community Trust
Iowa
$12.2K
FGAM
400
Financial Gravity Asset Management
Texas
$12K +$660 +37 New

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.