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Flex
FLEX

Overview Fund Activity

425 hedge funds and large institutions have $9.85B invested in Flex in 2023 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 133 increasing their positions, 147 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
425
Holders Change
+12
Holders Change %
+2.91%
% of All Funds
6.8%
Holding in Top 10
26
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-18.75%
% of All Funds
0.42%
New
81
Increased
133
Reduced
147
Closed
60
Calls
$96.8M
Puts
$29.8M
Net Calls
+$67M
Net Calls Change
-$21.3M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$753M
2
LSV Asset Management
LSV Asset Management
Illinois
$99.7M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$75.1M
4
PWAM
Park West Asset Management
California
$97.6M
5
SI
Scout Investments
Missouri
$45.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$384M
2
SHCM
Sachem Head Capital Management
New York
$145M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$627M
4
JCAM
Jericho Capital Asset Management
New York
$0
5
ECP
Electron Capital Partners
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BFPW
401
BOK Financial Private Wealth
Colorado
$3.64K +$3.64K +210 New
SIC
402
SJS Investment Consulting
Ohio
$3.59K -$17 -1 -0.5%
AF
403
Advisornet Financial
Minnesota
$3.43K -$139 -8 -4%
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$3.41K +$3.41K +196 New
TWM
405
Tradition Wealth Management
Minnesota
$3K +$3K +149 New
DI
406
Disciplined Investments
Oklahoma
$2.92K -$190 -11 -6%
BAAM
407
Baker Avenue Asset Management
California
$2.83K +$903 +52 +47%
BIA
408
Bell Investment Advisors
California
$2.74K – – –
NMG
409
New Millennium Group
Utah
$2.58K – – –
LWCFA
410
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.46K – – –
HI
411
Harbour Investments
Wisconsin
$2.3K – – –
TIM
412
Tortoise Investment Management
New York
$2.3K +$2.3K +133 New
AAS
413
Ameritas Advisory Services
Nebraska
$2.3K +$2.3K +133 New
GC
414
Globeflex Capital
California
$2.28K – – –
ADL
415
Asset Dedication LLC
California
$2K – – –
AIC
416
Archer Investment Corporation
Indiana
$1.61K – – –
SIS
417
Strategic Investment Solutions
Illinois
$1.61K +$1.61K +93 New
WT
418
Washington Trust
Rhode Island
$1.15K +$1.15K +66 New
CI Investments Inc
419
CI Investments Inc
Ontario, Canada
$1K – – –
ACM
420
Antonetti Capital Management
Florida
$920 +$920 +53 New
TWA
421
TCI Wealth Advisors
Arizona
$875 – – –
TWP
422
TFO Wealth Partners
Ohio
$690 +$621 +36 +900%
TWD
423
True Wealth Design
Ohio
$507 – – –
Commonwealth Equity Services
424
Commonwealth Equity Services
Massachusetts
$505 +$50 +2,889 +11%
FSWA
425
Financial Synergies Wealth Advisors
Texas
$139 – – –
15 16
17
18 19