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Flowserve
FLS

405 hedge funds and large institutions have $6.6B invested in Flowserve in 2016 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 139 increasing their positions, 142 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 43

34% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $8.9M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6% more capital invested

Capital invested by funds: $6.22B → $6.6B (+$380M)

5.77% more ownership

Funds ownership: 99.48% → 105.25% (+5.8%)

3% more funds holding

Funds holding: 394 → 405 (+11)

2% less repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 142

Holders
405
Holders Change
+11
Holders Change %
+2.79%
% of All Funds
10.13%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
60
Increased
139
Reduced
142
Closed
43
Calls
$11.9M
Puts
$8.9M
Net Calls
+$2.98M
Net Calls Change
+$835K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$511M
2
Wells Fargo
Wells Fargo
California
+$60.5M
3
Invesco
Invesco
Georgia
+$44M
4
Citadel Advisors
Citadel Advisors
Florida
+$23.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$17.7M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$74.9M
2
American Century Companies
American Century Companies
Missouri
-$64.1M
3
JHIU
Janus Henderson Investors US
Colorado
-$63M
4
Harris Associates
Harris Associates
Illinois
-$43.4M
5
IGIM
I.G. Investment Management
Manitoba, Canada
-$30.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
376
Enterprise Financial Services Corp (EFSC)
Missouri
$13K – – –
WAM
377
Wealthspire Advisors (Maryland)
Maryland
$12K +$2.55K +55 +29%
JFGIW
378
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$10K – – –
VCM
379
Versant Capital Management
Arizona
$8K -$973 -21 -11%
FNBT
380
FineMark National Bank & Trust
Florida
$8K – – –
WPA
381
West Paces Advisors
Georgia
$7.26K +$6.99K +151 New
GT
382
Glenmede Trust
Pennsylvania
$7K -$21.8K -470 -76%
CFG
383
Citizens Financial Group
Rhode Island
$7K – – –
AAP
384
Arax Advisory Partners
Colorado
$7K +$7.04K +152 New
TFO
385
Tarbox Family Office
California
$5K – – –
GAM
386
Gemmer Asset Management
California
$5K +$1.76K +38 +51%
TDC
387
Thompson Davis & Co
Virginia
$4K +$3.94K +85 New
QCG
388
Quadrant Capital Group
Ohio
$3K – – –
SIG
389
Stanford Investment Group
California
$3K – – –
GWS
390
Glassman Wealth Services
Virginia
$3K +$417 +9 +15%
EF
391
Empirical Finance
Pennsylvania
$3K +$2.83K +61 New
EARNEST Partners
392
EARNEST Partners
Georgia
$3K +$2.87K +62 New
GEA
393
Glen Eagle Advisors
New Jersey
$2.98K +$2.87K +62 New
KT
394
Kanaly Trust
Texas
$2K – – –
ZB
395
Zions Bancorporation
Utah
$2K – – –
IWM
396
IHT Wealth Management
Illinois
$2K +$2.27K +49 New
SPIA
397
Steward Partners Investment Advisory
New York
$2K +$2.5K +54 New
WOC
398
West Oak Capital
California
$1.59K – – –
PFBT
399
Parkside Financial Bank & Trust
Missouri
$1K – – –
AA
400
Apriem Advisors
California
$1K +$834 +18 New
14 15
16
17 18

FLS Hedge Fund Activity: Q4 2016 in Review

405 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Flowserve (FLS) for Q4 2016, worth a combined $6.6B — up 6.1% from $6.22B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new FLS positions and 43 closed out — a net gain of 17 holders — while 139 added to existing stakes and 142 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $511M. The largest seller was T. Rowe Price Associates, cutting an estimated $74.9M.

  • 405 institutional investors held Flowserve (FLS) as of Q4 2016, up from 394 in Q3 2016.
  • Funds reported $6.6B of Flowserve stock for Q4 2016, up 6.1% quarter-over-quarter.
  • 60 funds opened new Flowserve positions in Q4 2016 and 43 closed out, a net change of +17 holders.
  • The largest Flowserve buyer in Q4 2016 was Fidelity Investments, an estimated $511M added.
  • The largest Flowserve seller in Q4 2016 was T. Rowe Price Associates, an estimated $74.9M sold.

Based on aggregated 13F filings for Q4 2016.