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Flowserve

331 hedge funds and large institutions have $3.03B invested in Flowserve in 2020 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 112 increasing their positions, 108 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $668K

4% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 108

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.19% less ownership

Funds ownership: 96.43%96.24% (-0.19%)

10% less funds holding

Funds holding: 369331 (-38)

40% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 88

52% less capital invested

Capital invested by funds: $6.28B → $3.03B (-$3.25B)

Holders
331
Holders Change
-38
Holders Change %
-10.3%
% of All Funds
7.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
112
Reduced
108
Closed
88
Calls
$2.79M
Puts
$668K
Net Calls
+$2.13M
Net Calls Change
-$5.43M
Name Holding Trade Value Shares
Change
Change in
Stake
TFO
301
Tarbox Family Office
California
$2K
VCP
302
Verus Capital Partners
Arizona
$2K
WAP
303
Wealthcare Advisory Partners
Pennsylvania
$2K
SLF
304
Sun Life Financial
Ontario, Canada
$2K +$81 +2 +3%
CI
305
CX Institutional
Indiana
$2K +$2.06K +51 +176%
RWA
306
Ropes Wealth Advisors
Massachusetts
$2K +$2.95K +73 New
BII
307
Bainco International Investors
Massachusetts
$2K +$3.88K +96 New
FGAM
308
Financial Gravity Asset Management
Texas
$1.14K -$11.8K -292 -85%
OPS
309
Orion Portfolio Solutions
Nebraska
$1K -$5.08K -126 -70%
PFBT
310
Parkside Financial Bank & Trust
Missouri
$1K -$1.25K -31 -34%
BWM
311
Baystate Wealth Management
Massachusetts
$1K
BWM
312
BerganKDV Wealth Management
Minnesota
$1K
Carson Wealth (CWM LLC)
313
Carson Wealth (CWM LLC)
Nebraska
$1K
EARNEST Partners
314
EARNEST Partners
Georgia
$1K
Kayne Anderson Rudnick Investment Management
315
Kayne Anderson Rudnick Investment Management
California
$1K
PB
316
Pinnacle Bancorp
Nebraska
$1K
PFPT
317
Pinnacle Financial Partners (Tennessee)
Tennessee
$1K
PCG
318
Private Capital Group
Connecticut
$1K
VCM
319
Versant Capital Management
Arizona
$1K
ZB
320
Zions Bancorporation
Utah
$1K
GWS
321
Glassman Wealth Services
Virginia
$1K +$404 +10 +23%
SFSIG
322
San Francisco Sentry Investment Group
California
$1K +$1.17K +29 New
PW
323
Price Wealth
Texas
$1K +$1.21K +30 New
BBHC
324
Brown Brothers Harriman & Co
New York
$1K +$1.45K +36 New
ABC
325
Associated Banc-Corp
Wisconsin
$1K +$2.42K +60 New

FLS Hedge Fund Activity: Q1 2020 in Review

331 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Flowserve (FLS) for Q1 2020, worth a combined $3.03B — down 52% from $6.28B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of FLS and 53 opened new positions — a net loss of 35 holders — while 108 trimmed existing stakes and 112 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $136M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $124M sold.

  • 331 institutional investors held Flowserve (FLS) as of Q1 2020, down from 369 in Q4 2019.
  • Funds reported $3.03B of Flowserve stock for Q1 2020, down 52% quarter-over-quarter.
  • 53 funds opened new Flowserve positions in Q1 2020 and 88 closed out, a net change of -35 holders.
  • The largest Flowserve buyer in Q1 2020 was EdgePoint Investment Group, an estimated $136M added.
  • The largest Flowserve seller in Q1 2020 was Massachusetts Financial Services, an estimated $124M sold.

Based on aggregated 13F filings for Q1 2020.