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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
FP
426
Financial Perspectives
Minnesota
$14.9K
DIP
427
DT Investment Partners
Pennsylvania
$14.9K
JWA
428
JFS Wealth Advisors
Pennsylvania
$14.7K
MAWCM
429
Mine & Arao Wealth Creation & Management
California
$14.7K
CT
430
Clearstead Trust
Maine
$14.5K
QL
431
Quarry LP
New York
$14.3K +$3.72K +186 +42%
KFS
432
Kelly Financial Services
Massachusetts
$13.1K
CG
433
Cutler Group
California
$13K -$75.4K -3,769 -87%
HCP
434
Hexagon Capital Partners
Arkansas
$12.2K -$80 -4 -0.7%
T
435
Tidemark
California
$12.2K +$10.6K +531 New
RFG
436
RFP Financial Group
Georgia
$11.9K +$2.66K +133 +35%
OC
437
Oakworth Capital
Alabama
$11.3K
Mitsubishi UFJ Asset Management
438
Mitsubishi UFJ Asset Management
Japan
$10.7K
FWM
439
Focused Wealth Management
New York
$9.32K
CAC
440
Core Alternative Capital
Georgia
$9.17K -$1.3K -65 -14%
TCA
441
Trifecta Capital Advisors
Illinois
$8.74K +$7.63K +381 New
MHR
442
Matthew Hamilton Rosenberg
$8.13K
WIA
443
Wetzel Investment Advisors
Indiana
$8K +$7.08K +354 New
GWM
444
Geneos Wealth Management
Colorado
$7.62K
AB
445
Amalgamated Bank
New York
$7K -$12.1K -606 -67%
FGAM
446
Financial Gravity Asset Management
Texas
$6.84K +$2.8K +140 +74%
DJSG
447
D.J. St. Germain
Massachusetts
$6.34K
WTC
448
WhitTier Trust Company
Nevada
$6.24K
SWM
449
Spire Wealth Management
Virginia
$5.7K
BIA
450
Bell Investment Advisors
California
$5.64K +$520 +26 +12%

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.