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Flex
FLEX

Overview Fund Activity

440 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, 179 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+15
Holders Change %
+3.53%
% of All Funds
6.94%
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
179
Closed
54
Calls
$87.2M
Puts
$1.35B
Net Calls
-$1.26B
Net Calls Change
-$1.33B

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.23B
2
Citadel Advisors
Citadel Advisors
Florida
$84.8M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$69.8M
4
LSV Asset Management
LSV Asset Management
Illinois
$181M
5
EARNEST Partners
EARNEST Partners
Georgia
$118M

Top Sellers

1
BlackRock
BlackRock
New York
$385M
2
Primecap Management
Primecap Management
California
$1.3B
3
SHCM
Sachem Head Capital Management
New York
$124M
4
Capital International Investors
Capital International Investors
California
$23.9M
5
Franklin Resources
Franklin Resources
California
$238M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
401
Steward Financial Group
Texas
$11K -$608 -31 -5%
SWM
402
Spire Wealth Management
Virginia
$10.8K +$3.91K +188 +57%
CAC
403
Core Alternative Capital
Georgia
$9.67K – – –
Pacer Advisors
404
Pacer Advisors
Pennsylvania
$9.04K +$1.37K +66 +18%
VCM
405
Vigilant Capital Management
Maine
$9K -$657 -30 -7%
FWM
406
Focused Wealth Management
New York
$8.46K – – –
KFS
407
Kelly Financial Services
Massachusetts
$8.02K +$8.02K +385 New
RFG
408
RFP Financial Group
Georgia
$8.02K +$8.02K +385 New
IGWM
409
ICA Group Wealth Management
Colorado
$7.85K – – –
MHR
410
Matthew Hamilton Rosenberg
$7.38K +$104 +5 +1%
RCM
411
Raleigh Capital Management
North Carolina
$7.02K +$7.02K +337 New
ANBT
412
American National Bank & Trust
Texas
$6.97K – – –
GWM
413
Geneos Wealth Management
Colorado
$6.91K – – –
HI
414
Harbour Investments
Wisconsin
$5.22K +$2.46K +118 +89%
CFB
415
Cullen/Frost Bankers
Texas
$4.59K +$4.59K +220 New
NFSG
416
Newbridge Financial Services Group
Florida
$4.51K – – –
SIC
417
SJS Investment Consulting
Ohio
$4.23K -$83 -4 -2%
QL
418
Quarry LP
New York
$4.01K -$42.1K -2,015 -91%
BAM
419
Byrne Asset Management
New Jersey
$4K +$4K +173 New
AF
420
Advisornet Financial
Minnesota
$3.76K -$376 -18 -9%
BCMLT
421
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.68K +$3.68K +176 New
DI
422
Disciplined Investments
Oklahoma
$3.12K -$396 -19 -11%
NMG
423
New Millennium Group
Utah
$3.1K – – –
TFGT
424
TS Financial Group (TSFG)
Illinois
$3K -$17.2K -761 -85%
TWM
425
Tradition Wealth Management
Minnesota
$3K – – –
15 16
17
18 19