We are live on ! Find out more

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
BP
376
Ballentine Partners
Massachusetts
$228K +$210K +6,813 New
DWA
377
Douglass Winthrop Advisors
New York
$224K +$206K +6,690 New
CCA
378
Checchi Capital Advisers
California
$223K +$205K +6,667 New
NW
379
NewEdge Wealth
Pennsylvania
$219K +$202K +6,560 New
GI
380
GAMCO Investors
Connecticut
$216K +$198K +6,450 New
QFA
381
Quantum Financial Advisors
California
$211K +$194K +6,323 New
UCI
382
Uncommon Cents Investing
Wisconsin
$211K +$194K +6,320 New
IIC
383
Integrated Investment Consultants
Michigan
$209K +$193K +6,266 New
BFG
384
Bleakley Financial Group
New Jersey
$208K +$191K +6,221 New
CWMS
385
Cannon Wealth Management Services
North Carolina
$203K +$187K +6,084 New
RWM
386
Ritholtz Wealth Management
New York
$201K +$185K +6,012 New
AF
387
Allworth Financial
California
$199K +$3.66K +119 +2%
HNB
388
Hilltop National Bank
Wyoming
$193K
PS
389
Principal Securities
Iowa
$188K -$7.07K -230 -4%
JSAM
390
J. Safra Asset Management
New York
$169K +$64.6K +2,102 +71%
PA
391
Parallel Advisors
California
$158K -$1.45K -47 -1%
CAL
392
Capital Advisors Ltd
Ohio
$157K
RIL
393
Rothschild Investment LLC
Illinois
$155K +$12.8K +417 +10%
Nomura Asset Management
394
Nomura Asset Management
Japan
$154K
EDRH
395
Edmond de Rothschild Holding
Switzerland
$151K
SIA
396
Sit Investment Associates
Minnesota
$134K
QCG
397
Quadrant Capital Group
Ohio
$133K
BTI
398
Blue Trust Inc
Georgia
$121K -$5.81K -189 -4%
LC
399
Lindbrook Capital
California
$120K -$2.67K -87 -2%
WT
400
Whittier Trust
California
$110K +$44.7K +1,453 +79%

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.