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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
S
451
Sachetta
Massachusetts
$5.39K +$4.7K +235 New
CFB
452
Cullen/Frost Bankers
Texas
$5.06K
AF
453
Advisornet Financial
Minnesota
$5K +$40 +2 +0.9%
NFSG
454
Newbridge Financial Services Group
Florida
$4.96K
SIC
455
SJS Investment Consulting
Ohio
$4.93K -$160 -8 -4%
GI
456
GAMMA Investing
California
$4.63K +$5.18K +259 New
OLVIG
457
Oliver Lagore Vanvalin Investment Group
Michigan
$4.23K -$220 -11 -6%
FPB
458
First PREMIER Bank
South Dakota
$4K +$3.84K +192 New
BCMLT
459
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.59K
NMG
460
New Millennium Group
Utah
$3.41K
DPW
461
DiNuzzo Private Wealth
Pennsylvania
$3.26K +$2.84K +142 New
PWA
462
Provenance Wealth Advisors
Florida
$3.05K +$2.66K +133 New
GC
463
Globeflex Capital
California
$3.02K
TWM
464
Tradition Wealth Management
Minnesota
$3K
TFGT
465
TS Financial Group (TSFG)
Illinois
$3K
IGWM
466
ICA Group Wealth Management
Colorado
$2.16K +$1.88K +94 New
AIC
467
Archer Investment Corporation
Indiana
$2.13K
SIS
468
Strategic Investment Solutions
Illinois
$2.13K +$1.86K +93 New
Kayne Anderson Rudnick Investment Management
469
Kayne Anderson Rudnick Investment Management
California
$1.98K
WT
470
Washington Trust
Rhode Island
$1.52K
VWA
471
Valued Wealth Advisors
Utah
$1.11K +$1.08K +54 New
TWP
472
TFO Wealth Partners
Ohio
$914
TWD
473
True Wealth Design
Ohio
$671
MCM
474
Manchester Capital Management
Vermont
$671 +$580 +29 New
FBC
475
Fairfield, Bush & Co
Connecticut
$152 +$140 +7 New

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.