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441 hedge funds and large institutions have $11.8B invested in Flex in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 123 increasing their positions, 180 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 55

20% more capital invested

Capital invested by funds: $9.88B → $11.8B (+$1.96B)

3% more funds holding

Funds holding: 427441 (+14)

2.23% more ownership

Funds ownership: 125.99%128.22% (+2.2%)

4% less funds holding in top 10

Funds holding in top 10: 2625 (-1)

32% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 180

94% less call options, than puts

Call options by funds: $87.2M | Put options by funds: $1.35B

Holders
441
Holders Change
+14
Holders Change %
+3.28%
% of All Funds
6.92%
Holding in Top 10
25
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.85%
% of All Funds
0.39%
New
71
Increased
123
Reduced
180
Closed
55
Calls
$87.2M
Puts
$1.35B
Net Calls
-$1.26B
Net Calls Change
-$1.33B
Name Holding Trade Value Shares
Change
Change in
Stake
JF
476
Jump Financial
Illinois
-$338K -19,467 Closed
IAIM
477
International Assets Investment Management
Florida
-$131K -16,438 Closed
WPC
478
Waters Parkerson & Co
Louisiana
-$259K -14,915 Closed
IFG
479
Independent Financial Group
California
-$254K -14,638 Closed
QIM
480
Quantitative Investment Management
Virginia
-$234K -13,500 Closed
SM
481
Sciencast Management
New Jersey
-$221K -12,552 Closed
JIR
482
James Investment Research
Ohio
-$60K -3,438 Closed
BAM
483
Belpointe Asset Management
Nevada
-$46.7K -2,692 Closed
ASN
484
Advisory Services Network
Georgia
-$44.7K -2,576 Closed
SC
485
Schubert & Co
Texas
-$11K -637 Closed
SS
486
Sunbelt Securities
Texas
-$7.98K -475 Closed
BWM
487
Baystate Wealth Management
Massachusetts
-$5.38K -311 Closed
NC
488
NewSquare Capital
Pennsylvania
-$5.29K -305 Closed
CWP
489
Concord Wealth Partners
Virginia
-$4.6K -265 Closed
EI
490
Ellevest Inc
New York
-$3.71K -214 Closed
BFPW
491
BOK Financial Private Wealth
Colorado
-$3.64K -210 Closed
MPWT
492
MassMutual Private Wealth & Trust
Connecticut
-$3.4K -196 Closed
LWCFA
493
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$2.46K -142 Closed
AAS
494
Ameritas Advisory Services
Nebraska
-$2.3K -133 Closed
SIS
495
Strategic Investment Solutions
Illinois
-$1.61K -93 Closed
TWA
496
TCI Wealth Advisors
Arizona
-$875 -50 Closed

FLEX Hedge Fund Activity: Q2 2023 in Review

441 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q2 2023, worth a combined $11.8B — up 20% from $9.88B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new FLEX positions and 55 closed out — a net gain of 16 holders — while 123 added to existing stakes and 180 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $277M. The largest seller was BlackRock, cutting an estimated $57.5M.

  • 441 institutional investors held Flex (FLEX) as of Q2 2023, up from 427 in Q1 2023.
  • Funds reported $11.8B of Flex stock for Q2 2023, up 20% quarter-over-quarter.
  • 71 funds opened new Flex positions in Q2 2023 and 55 closed out, a net change of +16 holders.
  • The largest Flex buyer in Q2 2023 was Fidelity Investments, an estimated $277M added.
  • The largest Flex seller in Q2 2023 was BlackRock, an estimated $57.5M sold.

Based on aggregated 13F filings for Q2 2023.