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Flex
FLEX

Overview Fund Activity

449 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, 172 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
449
Holders Change
+9
Holders Change %
+2.05%
% of All Funds
7.16%
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
172
Closed
42
Calls
$83.4M
Puts
$48M
Net Calls
+$35.5M
Net Calls Change
+$1.3B

Top Buyers

1
Nuveen Asset Management
1
Nuveen Asset Management
Illinois
$148M
2
SSA
2
Schonfeld Strategic Advisors
New York
$38M
3
Janus Henderson Group
3
Janus Henderson Group
United Kingdom
$724M
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$35M
5
MIM
5
Merewether Investment Management
Texas
$58.1M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$298M
2
SHCM
2
Sachem Head Capital Management
New York
$53.3M
3
Victory Capital Management
3
Victory Capital Management
Texas
$407M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$679M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
426
WhitTier Trust Company
Nevada
$5.53K -$36.9K -1,818 -87%
CCP
427
Carmel Capital Partners
California
$5.15K +$5.15K +253 New
SIC
428
SJS Investment Consulting
Ohio
$4.53K +$407 +20 +10%
CFB
429
Cullen/Frost Bankers
Texas
$4.48K – – –
BIA
430
Bell Investment Advisors
California
$4.45K +$1.63K +80 +58%
NFSG
431
Newbridge Financial Services Group
Florida
$4.4K – – –
AF
432
Advisornet Financial
Minnesota
$4.4K +$733 +36 +20%
FMP
433
Financial Management Professionals
Texas
$4K +$4K +218 New
OLVIG
434
Oliver Lagore Vanvalin Investment Group
Michigan
$3.97K +$3.97K +195 New
BCMLT
435
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.68K – – –
FGAM
436
Financial Gravity Asset Management
Texas
$3.62K +$2.91K +151 +408%
NMG
437
New Millennium Group
Utah
$3.02K – – –
TFGT
438
TS Financial Group (TSFG)
Illinois
$3K – – –
TWM
439
Tradition Wealth Management
Minnesota
$3K – – –
GC
440
Globeflex Capital
California
$2.67K – – –
ADL
441
Asset Dedication LLC
California
$2K – – –
AIC
442
Archer Investment Corporation
Indiana
$1.89K – – –
Kayne Anderson Rudnick Investment Management
443
Kayne Anderson Rudnick Investment Management
California
$1.75K – – –
SCA
444
Stonebridge Capital Advisors
Minnesota
$1.62K +$1.62K +80 New
WT
445
Washington Trust
Rhode Island
$1.35K – – –
CAL
446
Capital Analysts LLC
Pennsylvania
$1K +$1K +54 New
TWP
447
TFO Wealth Partners
Ohio
$829 – – –
TWD
448
True Wealth Design
Ohio
$594 – – –
ACM
449
Antonetti Capital Management
Florida
$540 +$280 +14 +108%
FSWA
450
Financial Synergies Wealth Advisors
Texas
$162 – – –
16 17
18
19 20