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Flex
FLEX

Overview Fund Activity

567 hedge funds and large institutions have $15.1B invested in Flex in 2024 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 162 increasing their positions, 195 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
+70
Holders Change %
+14.08%
% of All Funds
7.55%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.19%
New
122
Increased
162
Reduced
195
Closed
46
Calls
$80.1M
Puts
$22.5M
Net Calls
+$57.6M
Net Calls Change
+$2.58M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.25B
2
State Street
2
State Street
Massachusetts
$340M
3
Jane Street
3
Jane Street
New York
$115M
4
Invesco
4
Invesco
Georgia
$207M
5
UBS Group
5
UBS Group
Switzerland
$91.1M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$796M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.12B
3
Primecap Management
3
Primecap Management
California
$1.5B
4
Bank of America
4
Bank of America
North Carolina
$291M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$428M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
426
Sather Financial Group
Texas
$207K +$207K +5,405 New
CWMS
427
Cannon Wealth Management Services
North Carolina
$207K -$39K -964 -16%
HNB
428
Hilltop National Bank
Wyoming
$207K -$15.1K -393 -7%
Kovitz Investment Group Partners
429
Kovitz Investment Group Partners
Illinois
$206K +$206K +5,373 New
BTI
430
Blue Trust Inc
Georgia
$202K +$44.6K +1,163 +28%
QCM
431
QRG Capital Management
Illinois
$201K +$201K +5,234 New
GC
432
Globeflex Capital
California
$183K -$538K -14,021 -75%
CAL
433
Capital Advisors Ltd
Ohio
$180K – – –
RIL
434
Rothschild Investment LLC
Illinois
$178K – – –
Nomura Asset Management
435
Nomura Asset Management
Japan
$177K – – –
EDRH
436
Edmond de Rothschild Holding
Switzerland
$173K – – –
QCG
437
Quadrant Capital Group
Ohio
$170K +$17.2K +447 +11%
SPIA
438
Steward Partners Investment Advisory
New York
$165K +$99.1K +2,582 +150%
SIA
439
Sit Investment Associates
Minnesota
$154K – – –
PIM
440
Plato Investment Management
Australia
$144K +$144K +3,725 New
LC
441
Lindbrook Capital
California
$139K +$883 +23 +0.6%
PSFG
442
Park Square Financial Group
Georgia
$132K +$132K +3,438 New
BC
443
Bayforest Capital
United Kingdom
$119K +$119K +3,090 New
CFGS
444
Concourse Financial Group Securities
Alabama
$115K -$8.63K -194 -7%
BGAI
445
Bruce G. Allen Investments
Colorado
$102K +$422 +11 +0.4%
JFGIW
446
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$97.3K – – –
FMTCOCP
447
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$97K – – –
GIA
448
GHP Investment Advisors
Colorado
$96.6K – – –
Jones Financial Companies
449
Jones Financial Companies
Missouri
$89.1K +$50.9K +1,327 +133%
Bessemer Group
450
Bessemer Group
New Jersey
$89K +$35.1K +914 +65%
16 17
18
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