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Flex
FLEX

Overview Fund Activity

471 hedge funds and large institutions have $11.5B invested in Flex in 2024 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 151 increasing their positions, 189 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
471
Holders Change
-1
Holders Change %
-0.21%
% of All Funds
6.85%
Holding in Top 10
14
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
61
Increased
151
Reduced
189
Closed
57
Calls
$119M
Puts
$30.4M
Net Calls
+$88.5M
Net Calls Change
-$19.1M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$726M
2
Capital World Investors
Capital World Investors
California
$131M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$170M
4
AllianceBernstein
AllianceBernstein
Tennessee
$399M
5
MIM
Merewether Investment Management
Texas
$72.8M

Top Sellers

1
Victory Capital Management
Victory Capital Management
Texas
$258M
2
Citadel Advisors
Citadel Advisors
Florida
$53.6M
3
DFO
Duquesne Family Office
New York
$42.7M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$142M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.18B
Name Holding Trade Value Shares
Change 		Shares
Change %
NMG
451
New Millennium Group
Utah
$3.3K +$3.3K +112 New
WCM
452
Westend Capital Management
California
$3.2K – – –
TFGT
453
TS Financial Group (TSFG)
Illinois
$3K – – –
PWA
454
Provenance Wealth Advisors
Florida
$2.95K – – –
RWMG
455
Redwood Wealth Management Group
New Jersey
$2.95K +$2.95K +100 New
GC
456
Globeflex Capital
California
$2.92K – – –
MCM
457
Manchester Capital Management
Vermont
$2.74K +$1.56K +53 +133%
BWP
458
Baldwin Wealth Partners
Massachusetts
$2.74K +$2.74K +93 New
Kayne Anderson Rudnick Investment Management
459
Kayne Anderson Rudnick Investment Management
California
$1.92K – – –
TAM
460
Tucker Asset Management
Colorado
$1.89K +$1.89K +64 New
Jones Financial Companies
461
Jones Financial Companies
Missouri
$1.74K +$1.74K +59 New
Fifth Third Bancorp
462
Fifth Third Bancorp
Ohio
$1.45K – – –
SWS
463
SYSTM Wealth Solutions
Illinois
$1.24K -$1.03M -35,061 -100%
CA
464
Continuum Advisory
Idaho
$1.12K – – –
VWA
465
Valued Wealth Advisors
Utah
$1.06K – – –
CTC
466
Central Trust Company
Missouri
$1.03K -$20.7K -702 -95%
TWD
467
True Wealth Design
Ohio
$1.03K -$59 -2 -5%
DWA
468
Delos Wealth Advisors
Texas
$915 – – –
WIA
469
Wetzel Investment Advisors
Indiana
$629 -$12.1K -424 -95%
SAM
470
Smartleaf Asset Management
Massachusetts
$381 – – –
FGAM
471
Financial Gravity Asset Management
Texas
$29 -$14.7K -508 -100%
CCMG
472
Clark Capital Management Group
Pennsylvania
– -$28.7M -1,001,556 Closed
TSW
473
Thompson Siegel & Walmsley
Virginia
– -$25.8M -902,652 Closed
CCM
474
Cinctive Capital Management
New York
– -$22.1M -773,029 Closed
PL
475
Perpetual Ltd
Australia
– -$19M -663,657 Closed
17 18
19
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