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Flex
FLEX

356 hedge funds and large institutions have $9.28B invested in Flex in 2017 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 87 increasing their positions, 136 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

169% more call options, than puts

Call options by funds: $27.4M | Put options by funds: $10.2M

95% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 37

10% more funds holding

Funds holding: 323 → 356 (+33)

10% more capital invested

Capital invested by funds: $8.43B → $9.28B (+$844M)

2.64% more ownership

Funds ownership: 126.9% → 129.53% (+2.6%)

18% less funds holding in top 10

Funds holding in top 10: 11 → 9 (-2)

36% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 136

Holders
356
Holders Change
+33
Holders Change %
+10.22%
% of All Funds
8.07%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.2%
New
72
Increased
87
Reduced
136
Closed
37
Calls
$27.4M
Puts
$10.2M
Net Calls
+$17.2M
Net Calls Change
+$1.96M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$417M
2
PC
Polar Capital
United Kingdom
+$48.3M
3
DZ Bank
DZ Bank
Germany
+$37.9M
4
American Century Companies
American Century Companies
Missouri
+$30.8M
5
IAM
Iridian Asset Management
Connecticut
+$29.2M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$152M
2
Boston Partners
Boston Partners
Massachusetts
-$84.4M
3
Goldman Sachs
Goldman Sachs
New York
-$80.6M
4
GC
GMT Capital
Georgia
-$47.5M
5
BlackRock
BlackRock
New York
-$32.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
IUHSA
201
Itau Unibanco Holding S.A.
Brazil
$726K +$160K +11,828 +28%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$721K -$319K -23,618 -31%
BCM
203
Birmingham Capital Management
Alabama
$713K – – –
MF
204
Magnetar Financial
Illinois
$713K +$213K +15,724 +43%
RC
205
RegentAtlantic Capital
New Jersey
$711K +$83.6K +6,184 +13%
TC
206
Telemus Capital
Michigan
$685K +$49.4K +3,657 +8%
RJFSA
207
Raymond James Financial Services Advisors
Florida
$678K +$273K +20,203 +68%
CI
208
Capital International
California
$660K +$658K +48,673 New
PVWM
209
Point View Wealth Management
New Jersey
$641K +$26.9K +1,988 +4%
SCA
210
STALEY CAPITAL ADVISERS
Pennsylvania
$638K – – –
FQ
211
First Quadrant
California
$628K – – –
GCP
212
GSA Capital Partners
United Kingdom
$627K +$625K +46,231 New
Comerica Bank
213
Comerica Bank
Texas
$626K -$21.8K -1,613 -4%
SMDAM
214
Sumitomo Mitsui DS Asset Management
Japan
$605K -$108K -8,012 -15%
IAA
215
Independent Advisor Alliance
North Carolina
$583K +$244K +18,025 +76%
Toronto Dominion Bank
216
Toronto Dominion Bank
Ontario, Canada
$565K +$161K +11,907 +40%
IA
217
IFP Advisors
Florida
$559K +$55K +4,072 +11%
NIT
218
NumerixS Investment Technologies
British Columbia, Canada
$544K -$446K -33,010 -45%
WAM
219
World Asset Management
Michigan
$540K -$20.8K -1,541 -4%
BA
220
Bridgewater Associates
Connecticut
$522K +$521K +38,510 New
BAS
221
Brown Advisory Securities
Maryland
$494K -$16.7K -1,234 -3%
DILIC
222
Dai-ichi Life Insurance Company
Japan
$490K – – –
FHA
223
First Horizon Advisors
Tennessee
$489K -$2.29K -169 -0.5%
ECM
224
ETrade Capital Management
Virginia
$488K +$59.1K +4,371 +14%
OSAM
225
O'Shaughnessy Asset Management
Connecticut
$474K -$413K -30,547 -47%
7 8
9
10 11

FLEX Hedge Fund Activity: Q4 2017 in Review

356 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Flex (FLEX) for Q4 2017, worth a combined $9.28B — up 10% from $8.43B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new FLEX positions and 37 closed out — a net gain of 35 holders — while 87 added to existing stakes and 136 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $417M. The largest seller was Capital Research Global Investors, cutting an estimated $152M.

  • 356 institutional investors held Flex (FLEX) as of Q4 2017, up from 323 in Q3 2017.
  • Funds reported $9.28B of Flex stock for Q4 2017, up 10% quarter-over-quarter.
  • 72 funds opened new Flex positions in Q4 2017 and 37 closed out, a net change of +35 holders.
  • The largest Flex buyer in Q4 2017 was Wellington Management Group, an estimated $417M added.
  • The largest Flex seller in Q4 2017 was Capital Research Global Investors, an estimated $152M sold.

Based on aggregated 13F filings for Q4 2017.