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Flowers Foods

231 hedge funds and large institutions have $2.42B invested in Flowers Foods in 2014 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 104 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 72

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

2.04% less ownership

Funds ownership: 65.17%63.13% (-2%)

8% less funds holding

Funds holding: 250231 (-19)

16% less capital invested

Capital invested by funds: $2.87B → $2.42B (-$450M)

59% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 29

59% less call options, than puts

Call options by funds: $1.37M | Put options by funds: $3.38M

Holders
231
Holders Change
-19
Holders Change %
-7.6%
% of All Funds
6.7%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
12
Increased
104
Reduced
72
Closed
29
Calls
$1.37M
Puts
$3.38M
Net Calls
-$2.01M
Net Calls Change
-$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$313M -$44.3M -2,271,794 -12%
Vanguard Group
2
Vanguard Group
Pennsylvania
$232M +$1.97M +101,028 +0.8%
WSCM
3
Wellington Shields Capital Management
New York
$137M -$8.06K -413 -0%
SDJVC
4
St. Denis J. Villere & Co
Louisiana
$114M +$6.24M +319,850 +5%
FPP
5
Findlay Park Partners
United Kingdom
$109M +$10.9M +560,000 +10%
BFA
6
BlackRock Fund Advisors
California
$93.3M +$7.02M +359,798 +8%
BIT
7
BlackRock Institutional Trust
California
$89.9M -$2.35M -120,323 -2%
State Street
8
State Street
Massachusetts
$85.4M +$1.78M +90,960 +2%
Neuberger Berman Group
9
Neuberger Berman Group
New York
$81.1M -$5.76M -295,224 -6%
O
10
OppenheimerFunds
New York
$69.4M -$27.7M -1,416,906 -27%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$50.9M +$12.3M +628,417 +29%
CIP
12
Champlain Investment Partners
Vermont
$50.9M +$26.2M +1,342,635 +94%
Diamond Hill Capital Management
13
Diamond Hill Capital Management
Ohio
$47.9M +$4.69M +240,405 +10%
DRZID
14
DePrince Race & Zollo Inc (DRZ)
Florida
$46.3M +$49.3M +2,523,377 New
KAM
15
Keeley Asset Management
Illinois
$45.6M -$1.25M -63,821 -3%
SAA
16
Southeast Asset Advisors
Georgia
$43.2M +$260K +13,295 +0.6%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$35.8M +$2.3M +117,612 +6%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$34.6M +$1.07M +54,970 +3%
Wells Fargo
19
Wells Fargo
California
$34.5M -$12.2M -623,510 -25%
Norges Bank
20
Norges Bank
Norway
$30.5M -$32.5M -1,662,963 -50%
Northern Trust
21
Northern Trust
Illinois
$27.8M +$377K +19,304 +1%
GI
22
GAMCO Investors
Connecticut
$24.2M -$327K -16,766 -1%
BTW
23
Boston Trust Walden
Massachusetts
$24.1M +$25.6M +1,312,526 New
Truist Financial
24
Truist Financial
North Carolina
$22M +$13K +668 +0.1%
PIM
25
Perkins Investment Management
Illinois
$21M -$13.4M -685,580 -37%

FLO Hedge Fund Activity: Q3 2014 in Review

231 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Flowers Foods (FLO) for Q3 2014, worth a combined $2.42B — down 16% from $2.87B a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of FLO and 12 opened new positions — a net loss of 17 holders — while 72 trimmed existing stakes and 104 added.

The largest buyer was DePrince Race & Zollo Inc (DRZ), opening a new position worth an estimated $49.3M. The largest seller was T. Rowe Price Associates, cutting an estimated $44.3M.

  • 231 institutional investors held Flowers Foods (FLO) as of Q3 2014, down from 250 in Q2 2014.
  • Funds reported $2.42B of Flowers Foods stock for Q3 2014, down 16% quarter-over-quarter.
  • 12 funds opened new Flowers Foods positions in Q3 2014 and 29 closed out, a net change of -17 holders.
  • The largest Flowers Foods buyer in Q3 2014 was DePrince Race & Zollo Inc (DRZ), an estimated $49.3M added.
  • The largest Flowers Foods seller in Q3 2014 was T. Rowe Price Associates, an estimated $44.3M sold.

Based on aggregated 13F filings for Q3 2014.