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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
DJSG
426
D.J. St. Germain
Massachusetts
$5.61K +$2.9K +143 +108%
WTC
427
WhitTier Trust Company
Nevada
$5.53K -$36.8K -1,818 -87%
CCP
428
Carmel Capital Partners
California
$5.15K +$5.13K +253 New
SIC
429
SJS Investment Consulting
Ohio
$4.53K +$405 +20 +10%
CFB
430
Cullen/Frost Bankers
Texas
$4.48K
BIA
431
Bell Investment Advisors
California
$4.45K +$1.62K +80 +58%
NFSG
432
Newbridge Financial Services Group
Florida
$4.4K
AF
433
Advisornet Financial
Minnesota
$4.4K +$730 +36 +20%
FMP
434
Financial Management Professionals
Texas
$4K +$4.42K +218 New
OLVIG
435
Oliver Lagore Vanvalin Investment Group
Michigan
$3.97K +$3.95K +195 New
BCMLT
436
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.68K
FGAM
437
Financial Gravity Asset Management
Texas
$3.62K +$3.06K +151 +408%
NMG
438
New Millennium Group
Utah
$3.02K
TWM
439
Tradition Wealth Management
Minnesota
$3K
TFGT
440
TS Financial Group (TSFG)
Illinois
$3K
GC
441
Globeflex Capital
California
$2.67K
ADL
442
Asset Dedication LLC
California
$2K
AIC
443
Archer Investment Corporation
Indiana
$1.89K
Kayne Anderson Rudnick Investment Management
444
Kayne Anderson Rudnick Investment Management
California
$1.75K
SCA
445
Stonebridge Capital Advisors
Minnesota
$1.62K +$1.62K +80 New
WT
446
Washington Trust
Rhode Island
$1.35K
CAL
447
Capital Analysts LLC
Pennsylvania
$1K +$1.09K +54 New
TWP
448
TFO Wealth Partners
Ohio
$829
TWD
449
True Wealth Design
Ohio
$594
ACM
450
Antonetti Capital Management
Florida
$540 +$284 +14 +108%

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.