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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
WANY
501
Wealthspire Advisors (New York)
New York
-$482K -23,686 Closed
QT
502
Quantbot Technologies
New York
-$458K -22,528 Closed
CAC
503
Certified Advisory Corp
Florida
-$23.1K -18,797 Closed
First Trust Advisors
504
First Trust Advisors
Illinois
-$368K -18,091 Closed
CWM
505
Cornerstone Wealth Management
Missouri
-$356K -17,524 Closed
Natixis Advisors
506
Natixis Advisors
Massachusetts
-$306K -15,035 Closed
DTL
507
Dynamic Technology Lab
Singapore
-$305K -14,992 Closed
WAM
508
Watershed Asset Management
California
-$284K -13,969 Closed
HT
509
Headlands Technologies
Illinois
-$283K -13,899 Closed
BCM
510
Bayesian Capital Management
New York
-$267K -13,137 Closed
CWM
511
Congress Wealth Management
Massachusetts
-$256K -12,572 Closed
DADC
512
D.A. Davidson & Co
Montana
-$251K -12,334 Closed
FRM
513
Fox Run Management
Connecticut
-$225K -11,083 Closed
AWM
514
AE Wealth Management
Kansas
-$225K -11,069 Closed
MWM
515
Modera Wealth Management
New Jersey
-$202K -9,926 Closed
WI
516
Wahed Invest
New York
-$191K -9,391 Closed
CSPIA
517
Cary Street Partners Investment Advisory
Virginia
-$90.5K -4,449 Closed
UFF
518
USA Financial Formulas
Michigan
-$69.8K -3,433 Closed
FRA
519
Front Row Advisors
California
-$49.1K -2,415 Closed
CA
520
Clearstead Advisors
Ohio
-$12.8K -632 Closed
TAM
521
Tucker Asset Management
Colorado
-$10.9K -536 Closed
RCM
522
Raleigh Capital Management
North Carolina
-$6.85K -337 Closed
ANBT
523
American National Bank & Trust
Texas
-$6.8K -334 Closed
CCP
524
Carmel Capital Partners
California
-$5.15K -253 Closed
FMP
525
Financial Management Professionals
Texas
-$4K -218 Closed

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.