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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
TAM
401
Tucker Asset Management
Colorado
$11.2K
SFG
402
Steward Financial Group
Texas
$11K -$553 -31 -5%
SWM
403
Spire Wealth Management
Virginia
$10.8K +$3.35K +188 +57%
CAC
404
Core Alternative Capital
Georgia
$9.67K
Pacer Advisors
405
Pacer Advisors
Pennsylvania
$9.04K +$1.18K +66 +18%
VCM
406
Vigilant Capital Management
Maine
$9K -$535 -30 -7%
FWM
407
Focused Wealth Management
New York
$8.46K
KFS
408
Kelly Financial Services
Massachusetts
$8.02K +$6.87K +385 New
RFG
409
RFP Financial Group
Georgia
$8.02K +$6.87K +385 New
IGWM
410
ICA Group Wealth Management
Colorado
$7.85K
MHR
411
Matthew Hamilton Rosenberg
$7.38K +$89 +5 +1%
RCM
412
Raleigh Capital Management
North Carolina
$7.02K +$6.01K +337 New
ANBT
413
American National Bank & Trust
Texas
$6.96K
GWM
414
Geneos Wealth Management
Colorado
$6.91K
HI
415
Harbour Investments
Wisconsin
$5.22K +$2.1K +118 +89%
CFB
416
Cullen/Frost Bankers
Texas
$4.59K +$3.92K +220 New
NFSG
417
Newbridge Financial Services Group
Florida
$4.5K
SIC
418
SJS Investment Consulting
Ohio
$4.23K -$71 -4 -2%
QL
419
Quarry LP
New York
$4.01K -$35.9K -2,015 -91%
BAM
420
Byrne Asset Management
New Jersey
$4K +$3.08K +173 New
AF
421
Advisornet Financial
Minnesota
$3.76K -$321 -18 -9%
BCMLT
422
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.68K +$3.14K +176 New
DI
423
Disciplined Investments
Oklahoma
$3.12K -$339 -19 -11%
NMG
424
New Millennium Group
Utah
$3.1K
TFGT
425
TS Financial Group (TSFG)
Illinois
$3K -$13.6K -761 -85%

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.