We are live on ! Find out more

450 hedge funds and large institutions have $11.1B invested in Flex in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 142 increasing their positions, 173 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $83.4M | Put options by funds: $48M

26% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 42

2% more funds holding

Funds holding: 441450 (+9)

5.86% less ownership

Funds ownership: 128.22%122.36% (-5.9%)

6% less capital invested

Capital invested by funds: $11.8B → $11.1B (-$711M)

12% less funds holding in top 10

Funds holding in top 10: 2522 (-3)

18% less repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 173

Holders
450
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
7.14%
Holding in Top 10
22
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12%
% of All Funds
0.35%
New
53
Increased
142
Reduced
173
Closed
42
Calls
$83.4M
Puts
$48M
Net Calls
+$35.5M
Net Calls Change
+$1.3B
Name Holding Trade Value Shares
Change
Change in
Stake
DIP
401
DT Investment Partners
Pennsylvania
$16.7K
SPIA
402
Steward Partners Investment Advisory
New York
$16.2K
PB
403
Pinnacle Bancorp
Nebraska
$14.6K -$1.09K -54 -7%
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$14.2K +$689 +34 +5%
FP
405
Financial Perspectives
Minnesota
$13.2K
JWA
406
JFS Wealth Advisors
Pennsylvania
$13.1K
MAWCM
407
Mine & Arao Wealth Creation & Management
California
$13K
CT
408
Clearstead Trust
Maine
$12.8K
CA
409
Clearstead Advisors
Ohio
$12.8K +$12.8K +632 New
HI
410
Harbour Investments
Wisconsin
$12.5K +$7.42K +366 +146%
Mitsubishi UFJ Asset Management
411
Mitsubishi UFJ Asset Management
Japan
$12.2K +$12.1K +598 New
KFS
412
Kelly Financial Services
Massachusetts
$11.6K +$3.77K +186 +48%
SFG
413
Steward Financial Group
Texas
$11K +$243 +12 +2%
TAM
414
Tucker Asset Management
Colorado
$10.9K
HCP
415
Hexagon Capital Partners
Arkansas
$10.9K -$4.03K -199 -27%
OC
416
Oakworth Capital
Alabama
$10K -$7.25K -358 -42%
CAC
417
Core Alternative Capital
Georgia
$9.44K
QL
418
Quarry LP
New York
$8.9K +$4.99K +246 +128%
FWM
419
Focused Wealth Management
New York
$8.26K
RFG
420
RFP Financial Group
Georgia
$7.82K
MHR
421
Matthew Hamilton Rosenberg
$7.2K
RCM
422
Raleigh Capital Management
North Carolina
$6.85K
ANBT
423
American National Bank & Trust
Texas
$6.8K
GWM
424
Geneos Wealth Management
Colorado
$6.75K
SWM
425
Spire Wealth Management
Virginia
$6.69K -$3.83K -189 -36%

FLEX Hedge Fund Activity: Q3 2023 in Review

450 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q3 2023, worth a combined $11.1B — down 6% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new FLEX positions and 42 closed out — a net gain of 11 holders — while 142 added to existing stakes and 173 trimmed.

The largest buyer was Nuveen, adding an estimated $142M. The largest seller was AllianceBernstein, cutting an estimated $149M.

  • 450 institutional investors held Flex (FLEX) as of Q3 2023, up from 441 in Q2 2023.
  • Funds reported $11.1B of Flex stock for Q3 2023, down 6% quarter-over-quarter.
  • 53 funds opened new Flex positions in Q3 2023 and 42 closed out, a net change of +11 holders.
  • The largest Flex buyer in Q3 2023 was Nuveen, an estimated $142M added.
  • The largest Flex seller in Q3 2023 was AllianceBernstein, an estimated $149M sold.

Based on aggregated 13F filings for Q3 2023.