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Flowers Foods

255 hedge funds and large institutions have $2.9B invested in Flowers Foods in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 101 increasing their positions, 81 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

226% more call options, than puts

Call options by funds: $4.51M | Put options by funds: $1.38M

25% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 81

3.13% more ownership

Funds ownership: 63.36%66.49% (+3.1%)

4% less capital invested

Capital invested by funds: $3.01B → $2.9B (-$111M)

3% less funds holding

Funds holding: 263255 (-8)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
255
Holders Change
-8
Holders Change %
-3.04%
% of All Funds
6.87%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.13%
New
17
Increased
101
Reduced
81
Closed
23
Calls
$4.51M
Puts
$1.38M
Net Calls
+$3.13M
Net Calls Change
+$2.71M
Name Holding Trade Value Shares
Change
Change in
Stake
GIM
76
Goelzer Investment Management
Indiana
$4.04M -$42.1K -1,875 -1%
UCFA
77
United Capital Financial Advisors
Texas
$4M +$649K +28,896 +18%
CS
78
Credit Suisse
Switzerland
$3.89M -$784K -34,918 -16%
AIM
79
Arcadia Investment Management
Michigan
$3.64M +$80.1K +3,569 +2%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$3.6M +$23.5K +1,047 +0.6%
Two Sigma Investments
81
Two Sigma Investments
New York
$3.35M +$3.56M +158,433 New
TPSF
82
Texas Permanent School Fund
Texas
$3.33M -$195K -8,699 -5%
JP Morgan Chase
83
JP Morgan Chase
New York
$3.29M +$1.2M +53,581 +53%
Brown Advisory
84
Brown Advisory
Maryland
$3.24M -$118K -5,250 -3%
Susquehanna International Group
85
Susquehanna International Group
Pennsylvania
$2.91M +$1,000K +44,521 +48%
CIC
86
Canal Insurance Company
South Carolina
$2.89M
Envestnet Asset Management
87
Envestnet Asset Management
Illinois
$2.87M +$786K +34,996 +35%
TA
88
Teachers Advisors
New York
$2.71M +$169K +7,516 +6%
Federated Hermes
89
Federated Hermes
Pennsylvania
$2.67M -$12.7K -566 -0.4%
UBS AM
90
UBS AM
Illinois
$2.62M +$222K +9,900 +9%
MOACM
91
Mutual of America Capital Management
New York
$2.52M +$48.1K +2,142 +2%
AllianceBernstein
92
AllianceBernstein
Tennessee
$2.49M +$79.3K +3,530 +3%
CNB
93
City National Bank
California
$2.36M +$954K +42,495 +62%
IIM
94
Intact Investment Management
Quebec, Canada
$2.24M +$1.28M +56,800 +116%
KeyBank National Association
95
KeyBank National Association
Ohio
$2.2M +$108K +4,828 +5%
PPA
96
Parametric Portfolio Associates
Washington
$2.06M +$200K +8,889 +10%
US Bancorp
97
US Bancorp
Minnesota
$1.99M -$11.9K -532 -0.6%
RJA
98
Raymond James & Associates
Florida
$1.97M +$1.35M +60,195 +183%
WDA
99
Wendell David Associates
New Hampshire
$1.95M
MAA
100
Managed Account Advisors
New Jersey
$1.81M -$66.8K -2,976 -3%

FLO Hedge Fund Activity: Q2 2015 in Review

255 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Flowers Foods (FLO) for Q2 2015, worth a combined $2.9B — down 3.7% from $3.01B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of FLO and 17 opened new positions — a net loss of 6 holders — while 81 trimmed existing stakes and 101 added.

The largest buyer was Wellington Shields & Co, adding an estimated $147M. The largest seller was DePrince Race & Zollo Inc (DRZ), exiting entirely with an estimated $53.2M sold.

  • 255 institutional investors held Flowers Foods (FLO) as of Q2 2015, down from 263 in Q1 2015.
  • Funds reported $2.9B of Flowers Foods stock for Q2 2015, down 3.7% quarter-over-quarter.
  • 17 funds opened new Flowers Foods positions in Q2 2015 and 23 closed out, a net change of -6 holders.
  • The largest Flowers Foods buyer in Q2 2015 was Wellington Shields & Co, an estimated $147M added.
  • The largest Flowers Foods seller in Q2 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $53.2M sold.

Based on aggregated 13F filings for Q2 2015.