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Flex
FLEX

Overview Fund Activity

471 hedge funds and large institutions have $11.5B invested in Flex in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 151 increasing their positions, 189 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
6.85%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
61
Increased
151
Reduced
189
Closed
57
Calls
$119M
Puts
$30.4M
Net Calls
+$88.5M
Net Calls Change
-$19.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$726M
2
Capital World Investors
Capital World Investors
California
$131M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$170M
4
AllianceBernstein
AllianceBernstein
Tennessee
$399M
5
MIM
Merewether Investment Management
Texas
$72.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$258M
2
Citadel Advisors
Citadel Advisors
Florida
$53.6M
3
DFO
Duquesne Family Office
New York
$42.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
401
TD Waterhouse Canada
Ontario, Canada
$31.9K – – –
UFF
402
USA Financial Formulas
Michigan
$31.7K -$14.1K -477 -31%
AWM
403
Atticus Wealth Management
Florida
$29.5K – – –
EWA
404
EverSource Wealth Advisors
Alabama
$27.3K +$1.25K +39 +5%
ST
405
Smithfield Trust
Pennsylvania
$27K – – –
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$27K +$30 +1 +0.1%
WTA
407
Washington Trust Advisors
Massachusetts
$26.9K -$767 -26 -3%
M
408
MOTCO
Texas
$25.1K – – –
CI Investments Inc
409
CI Investments Inc
Ontario, Canada
$23K -$114K -3,854 -83%
VAG
410
VisionPoint Advisory Group
Texas
$20.9K – – –
PB
411
Pinnacle Bancorp
Nebraska
$19.8K -$1.48K -50 -7%
DIP
412
DT Investment Partners
Pennsylvania
$18.3K – – –
TRCT
413
Tower Research Capital (TRC)
New York
$17.7K -$11.2K -379 -39%
KFS
414
Kelly Financial Services
Massachusetts
$17K +$4.36K +148 +34%
RWPA
415
Richard W. Paul & Associates
Michigan
$16.5K +$16.5K +560 New
HNB
416
Huntington National Bank
Ohio
$16.1K – – –
FP
417
Financial Perspectives
Minnesota
$14.5K – – –
CPG
418
Cornerstone Planning Group
New Jersey
$14.4K -$16.6K -588 -53%
JWA
419
JFS Wealth Advisors
Pennsylvania
$14.2K -$29 -1 -0.2%
CT
420
Clearstead Trust
Maine
$14K – – –
Mitsubishi UFJ Asset Management
421
Mitsubishi UFJ Asset Management
Japan
$13.3K – – –
DMBA
422
Deseret Mutual Benefit Administrators
Utah
$13K -$10.6K -361 -45%
WB
423
Webster Bank
Connecticut
$12.2K +$12.2K +413 New
T
424
Tidemark
California
$11.8K – – –
Group One Trading
425
Group One Trading
Illinois
$11.6K -$2.39M -80,984 -100%
15 16
17
18 19