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Flexible Solutions
FSI

11 hedge funds and large institutions have $4.83M invested in Flexible Solutions in 2021 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more capital invested

Capital invested by funds: $2.44M → $4.83M (+$2.39M)

1.76% more ownership

Funds ownership: 8% → 9.76% (+1.8%)

27% less funds holding

Funds holding: 15 → 11 (-4)

67% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 6

Holders
11
Holders Change
-4
Holders Change %
-26.67%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
–
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$445K
2
Renaissance Technologies
Renaissance Technologies
New York
+$237K
3
EIM
Essex Investment Management
Massachusetts
+$154K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$71.1K
5
Morgan Stanley
Morgan Stanley
New York
+$374

Top Sellers

Rank Fund Capital Flow
1
Creative Planning
Creative Planning
Kansas
-$100K
2
VF
Virtu Financial
New York
-$35K
3
RIA
Regal Investment Advisors
Michigan
-$28K
4
IA
Inspire Advisors
Idaho
-$5K
5
JIR
James Investment Research
Ohio
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$2.5M +$237K +63,300 +11%
EIM
2
Essex Investment Management
Massachusetts
$655K +$154K +41,234 +34%
UBS Group
3
UBS Group
Switzerland
$493K +$445K +118,941 +3,888%
Vanguard Group
4
Vanguard Group
Pennsylvania
$351K – – –
BCM
5
Bridgeway Capital Management
Texas
$337K – – –
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$242K +$71.1K +19,028 +47%
KOC
7
Koss-Olinger Consulting
Florida
$169K +$157K +41,874 New
RJFSA
8
Raymond James Financial Services Advisors
Florida
$80K – – –
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1K – – –
Creative Planning
10
Creative Planning
Kansas
– -$100K -40,000 Closed
VF
11
Virtu Financial
New York
– -$35K -14,026 Closed
RIA
12
Regal Investment Advisors
Michigan
– -$28K -11,260 Closed
IA
13
Inspire Advisors
Idaho
– -$5K -2,172 Closed
JIR
14
James Investment Research
Ohio
– -$3K -1,100 Closed
FCH
15
Freestone Capital Holdings
Washington
– -$498 -200 Closed
Morgan Stanley
16
Morgan Stanley
New York
– +$374 +100 New

FSI Hedge Fund Activity: Q1 2021 in Review

11 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Flexible Solutions (FSI) for Q1 2021, worth a combined $4.83M — up 98% from $2.44M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of FSI and 2 opened new positions — a net loss of 4 holders — while 0 trimmed existing stakes and 4 added.

The largest buyer was UBS Group, adding an estimated $445K. The largest seller was Creative Planning, exiting entirely with an estimated $100K sold.

  • 11 institutional investors held Flexible Solutions (FSI) as of Q1 2021, down from 15 in Q4 2020.
  • Funds reported $4.83M of Flexible Solutions stock for Q1 2021, up 98% quarter-over-quarter.
  • 2 funds opened new Flexible Solutions positions in Q1 2021 and 6 closed out, a net change of -4 holders.
  • The largest Flexible Solutions buyer in Q1 2021 was UBS Group, an estimated $445K added.
  • The largest Flexible Solutions seller in Q1 2021 was Creative Planning, an estimated $100K sold.

Based on aggregated 13F filings for Q1 2021.