We are live on ! Find out more
FLS icon

Flowserve

374 hedge funds and large institutions have $5.77B invested in Flowserve in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 135 increasing their positions, 143 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

1.29% more ownership

Funds ownership: 102.46%103.75% (+1.3%)

6% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 143

7% less capital invested

Capital invested by funds: $6.22B → $5.77B (-$442M)

9% less funds holding

Funds holding: 410374 (-36)

51% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 59

53% less call options, than puts

Call options by funds: $10.7M | Put options by funds: $22.8M

Holders
374
Holders Change
-36
Holders Change %
-8.78%
% of All Funds
9.32%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.15%
New
29
Increased
135
Reduced
143
Closed
59
Calls
$10.7M
Puts
$22.8M
Net Calls
-$12.2M
Net Calls Change
-$21.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MCIA
351
Mountain Capital Investment Advisors
Colorado
$5K
GAM
352
Gemmer Asset Management
California
$5K +$673 +16 +14%
LWM
353
Lenox Wealth Management
Ohio
$4K
TFO
354
Tarbox Family Office
California
$4K
WPA
355
West Paces Advisors
Georgia
$3.83K
GWS
356
Glassman Wealth Services
Virginia
$3K -$505 -12 -17%
WAP
357
Wealthcare Advisory Partners
Pennsylvania
$3K +$2.78K +66 New
EA
358
Edge Advisors
Georgia
$3K +$3.91K +93 New
GT
359
Glenmede Trust
Pennsylvania
$2K -$31.8K -756 -92%
Barrow, Hanley, Mewhinney & Strauss
360
Barrow, Hanley, Mewhinney & Strauss
Texas
$2K -$16K -380 -87%
IWM
361
IHT Wealth Management
Illinois
$2K
NFG
362
Next Financial Group
Texas
$2K
SPIA
363
Steward Partners Investment Advisory
New York
$2K
PFBT
364
Parkside Financial Bank & Trust
Missouri
$2K +$1.01K +24 +80%
SFSIG
365
San Francisco Sentry Investment Group
California
$2K +$1.64K +39 New
BONST
366
Bank of Nova Scotia Trust
Ontario, Canada
$2K +$1.89K +45 New
SWA
367
Sutton Wealth Advisors
Florida
$1.83K +$1.18K +28 +187%
FDCDDQ
368
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.75K +$1.72K +41 New
CAW
369
Cornerstone Advisors (Washington)
Washington
$1K -$17.4K -413 -95%
BWM
370
Baystate Wealth Management
Massachusetts
$1K
FMII
371
Farmers & Merchants Investments Inc
Nebraska
$1K +$1.3K +31 New
Millennium Management
372
Millennium Management
New York
-$30.3M -651,958 Closed
Calamos Advisors
373
Calamos Advisors
Illinois
-$13.8M -297,749 Closed
Renaissance Technologies
374
Renaissance Technologies
New York
-$8.36M -180,000 Closed
D.E. Shaw & Co
375
D.E. Shaw & Co
New York
-$4M -86,261 Closed

FLS Hedge Fund Activity: Q3 2017 in Review

374 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Flowserve (FLS) for Q3 2017, worth a combined $5.77B — down 7.1% from $6.22B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of FLS and 29 opened new positions — a net loss of 30 holders — while 143 trimmed existing stakes and 135 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $107M. The largest seller was Fidelity Investments, cutting an estimated $174M.

  • 374 institutional investors held Flowserve (FLS) as of Q3 2017, down from 410 in Q2 2017.
  • Funds reported $5.77B of Flowserve stock for Q3 2017, down 7.1% quarter-over-quarter.
  • 29 funds opened new Flowserve positions in Q3 2017 and 59 closed out, a net change of -30 holders.
  • The largest Flowserve buyer in Q3 2017 was EdgePoint Investment Group, an estimated $107M added.
  • The largest Flowserve seller in Q3 2017 was Fidelity Investments, an estimated $174M sold.

Based on aggregated 13F filings for Q3 2017.