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476 hedge funds and large institutions have $12.1B invested in Flex in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $95.4M | Put options by funds: $49.8M

63% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 52

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

9% more capital invested

Capital invested by funds: $11.1B → $12.1B (+$960M)

6% more funds holding

Funds holding: 450476 (+26)

0.58% more ownership

Funds ownership: 122.36%122.94% (+0.58%)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

Holders
476
Holders Change
+26
Holders Change %
+5.78%
% of All Funds
6.94%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.35%
New
85
Increased
152
Reduced
173
Closed
52
Calls
$95.4M
Puts
$49.8M
Net Calls
+$45.6M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
401
IFP Advisors
Florida
$53.6K -$29.8K -1,489 -39%
Carson Wealth (CWM LLC)
402
Carson Wealth (CWM LLC)
Nebraska
$49K +$20.5K +1,026 +93%
ACA
403
American Capital Advisory
Idaho
$45.7K +$39.8K +1,991 New
TRCT
404
Tower Research Capital (TRC)
New York
$42.9K -$608K -30,367 -94%
CMBA
405
C.M. Bidwell & Associates
Hawaii
$42.8K
HNB
406
Huntington National Bank
Ohio
$42.3K -$19.9K -994 -35%
ATC
407
Adirondack Trust Company
New York
$42.2K
HGERS
408
Householder Group Estate & Retirement Specialist
Arizona
$36K -$31.8K -1,589 -50%
RFS
409
Richardson Financial Services
Massachusetts
$34.4K +$30K +1,500 New
CPG
410
Cornerstone Planning Group
New Jersey
$33.5K
AWM
411
Atticus Wealth Management
Florida
$31.8K
TFA
412
Toth Financial Advisory
Virginia
$28.9K -$11.9K -597 -32%
PA
413
Parallel Advisors
California
$28.7K -$4.12K -206 -14%
ST
414
Smithfield Trust
Pennsylvania
$28K
DMBA
415
Deseret Mutual Benefit Administrators
Utah
$26.3K -$12.4K -620 -35%
WTA
416
Washington Trust Advisors
Massachusetts
$26.2K
M
417
MOTCO
Texas
$25.9K -$10.6K -528 -32%
TWC
418
TD Waterhouse Canada
Ontario, Canada
$24.9K
SPIA
419
Steward Partners Investment Advisory
New York
$24.4K +$5.36K +268 +34%
Asset Management One
420
Asset Management One
Japan
$23.6K +$20.4K +1,019 New
EWA
421
EverSource Wealth Advisors
Alabama
$23.5K +$1.22K +61 +6%
CTC
422
Central Trust Company
Missouri
$22.4K +$921 +46 +5%
CI Investments Inc
423
CI Investments Inc
Ontario, Canada
$21K +$180 +9 +1%
PB
424
Pinnacle Bancorp
Nebraska
$16.4K
HI
425
Harbour Investments
Wisconsin
$16.1K +$1.68K +84 +14%

FLEX Hedge Fund Activity: Q4 2023 in Review

476 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q4 2023, worth a combined $12.1B — up 8.6% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new FLEX positions and 52 closed out — a net gain of 33 holders — while 152 added to existing stakes and 173 trimmed.

The largest buyer was Sachem Head Capital Management, adding an estimated $170M. The largest seller was BlackRock, cutting an estimated $146M.

  • 476 institutional investors held Flex (FLEX) as of Q4 2023, up from 450 in Q3 2023.
  • Funds reported $12.1B of Flex stock for Q4 2023, up 8.6% quarter-over-quarter.
  • 85 funds opened new Flex positions in Q4 2023 and 52 closed out, a net change of +33 holders.
  • The largest Flex buyer in Q4 2023 was Sachem Head Capital Management, an estimated $170M added.
  • The largest Flex seller in Q4 2023 was BlackRock, an estimated $146M sold.

Based on aggregated 13F filings for Q4 2023.