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Flowserve

373 hedge funds and large institutions have $5.7B invested in Flowserve in 2017 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 125 increasing their positions, 128 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 50

0.24% less ownership

Funds ownership: 103.75%103.51% (-0.24%)

0% less funds holding

Funds holding: 374373 (-1)

1% less capital invested

Capital invested by funds: $5.77B → $5.7B (-$77.8M)

2% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 128

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

36% less call options, than puts

Call options by funds: $7.04M | Put options by funds: $11M

Holders
373
Holders Change
-1
Holders Change %
-0.27%
% of All Funds
8.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
52
Increased
125
Reduced
128
Closed
50
Calls
$7.04M
Puts
$11M
Net Calls
-$3.92M
Net Calls Change
+$8.25M
Name Holding Trade Value Shares
Change
Change in
Stake
GLI
326
Guardian Life Insurance
New York
$18K +$5.07K +121 +40%
STA
327
Summit Trail Advisors
New York
$18K +$17.1K +408 New
WT
328
Whittier Trust
California
$17K -$8.37K -200 -34%
PA
329
Parallel Advisors
California
$17K -$628 -15 -4%
FIB
330
First Interstate Bank
Montana
$16K +$7.95K +190 +95%
CCM
331
Covington Capital Management
California
$15K
FGC
332
Financial Gravity Companies
Texas
$15K +$14K +334 New
CAPTRUST Financial Advisors
333
CAPTRUST Financial Advisors
North Carolina
$15K +$14.4K +345 New
SWP
334
Stratos Wealth Partners
Ohio
$13K +$12.9K +309 New
IA
335
IFP Advisors
Florida
$12K -$37.7K -900 -76%
SLF
336
Sun Life Financial
Ontario, Canada
$12K -$28.3K -675 -70%
RFA
337
Reilly Financial Advisors
California
$12K
EFSCE
338
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$2.09K -50 -19%
TF
339
Tompkins Financial
New York
$8K -$8.37K -200 -50%
MGIA
340
Moneta Group Investment Advisors
Missouri
$8K +$8.29K +198 New
QCG
341
Quadrant Capital Group
Ohio
$7K -$1.21K -29 -14%
CFA
342
Carroll Financial Associates
North Carolina
$6K
CFG
343
Citizens Financial Group
Rhode Island
$6K
AAP
344
Arax Advisory Partners
Colorado
$6K +$42 +1 +0.7%
GAM
345
Gemmer Asset Management
California
$6K +$251 +6 +5%
SWM
346
SeaCrest Wealth Management
New York
$6K +$6.28K +150 New
TC
347
Telemus Capital
Michigan
$6K +$6.28K +150 New
ASN
348
Advisory Services Network
Georgia
$5K
KA
349
Kaizen Advisory
Illinois
$5K +$4.77K +114 New
TG
350
TLP Group
Illinois
$5K +$5.11K +122 New

FLS Hedge Fund Activity: Q4 2017 in Review

373 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Flowserve (FLS) for Q4 2017, worth a combined $5.7B — down 1.3% from $5.77B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new FLS positions and 50 closed out — a net gain of 2 holders — while 125 added to existing stakes and 128 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $197M. The largest seller was Citadel Advisors, cutting an estimated $144M.

  • 373 institutional investors held Flowserve (FLS) as of Q4 2017, down from 374 in Q3 2017.
  • Funds reported $5.7B of Flowserve stock for Q4 2017, down 1.3% quarter-over-quarter.
  • 52 funds opened new Flowserve positions in Q4 2017 and 50 closed out, a net change of +2 holders.
  • The largest Flowserve buyer in Q4 2017 was EdgePoint Investment Group, an estimated $197M added.
  • The largest Flowserve seller in Q4 2017 was Citadel Advisors, an estimated $144M sold.

Based on aggregated 13F filings for Q4 2017.