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Flowserve

395 hedge funds and large institutions have $5.04B invested in Flowserve in 2018 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 120 increasing their positions, 146 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $6.93M

3% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 61

0.7% more ownership

Funds ownership: 102.97%103.66% (+0.7%)

0% less funds holding

Funds holding: 396395 (-1)

18% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 146

31% less capital invested

Capital invested by funds: $7.34B → $5.04B (-$2.31B)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
395
Holders Change
-1
Holders Change %
-0.25%
% of All Funds
8.8%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
63
Increased
120
Reduced
146
Closed
61
Calls
$11.5M
Puts
$6.93M
Net Calls
+$4.59M
Net Calls Change
-$14.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
376
EARNEST Partners
Georgia
$2K
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$2K
VFA
378
Valeo Financial Advisors
Indiana
$2K
RCAG
379
Rehmann Capital Advisory Group
Michigan
$1.48K
Northwestern Mutual Wealth Management
380
Northwestern Mutual Wealth Management
Wisconsin
$1K -$3K -64 -68%
TCOV
381
Trust Company of Vermont
Vermont
$1K -$1.59K -34 -50%
CAW
382
Cornerstone Advisors (Washington)
Washington
$1K -$187 -4 -13%
LFA
383
Legacy Financial Advisors
Kentucky
$1K -$140 -3 -17%
BWM
384
Baystate Wealth Management
Massachusetts
$1K
FC
385
Ferris Capital
Massachusetts
$1K
Carson Wealth (CWM LLC)
386
Carson Wealth (CWM LLC)
Nebraska
$1K +$702 +15 New
SIM
387
Sonora Investment Management
Arizona
$1K +$702 +15 New
CAM
388
Cresset Asset Management
Illinois
$1K +$936 +20 New
APW
389
Acima Private Wealth
Virginia
$1K +$983 +21 New
BWM
390
BerganKDV Wealth Management
Minnesota
$1K +$1.22K +26 New
WANY
391
Wealthspire Advisors (New York)
New York
$1K +$1.31K +28 New
RWML
392
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$874
GT
393
Glenmede Trust
Pennsylvania
$6 +$7.49K +160 New
1C
394
1060 Capital
Colorado
-$19.1M -350,000 Closed
SAM
395
Scopus Asset Management
New York
-$16.5M -302,177 Closed
ACPU
396
Arrowgrass Capital Partners (US)
Delaware
-$10.6M -194,500 Closed
CM
397
Castleark Management
Illinois
-$5.81M -106,275 Closed
KJHP
398
K.J. Harrison & Partners
Ontario, Canada
-$3.28M -60,000 Closed
SEC
399
Seven Eight Capital
New York
-$2.71M -49,548 Closed
DF
400
Donoghue Forlines
Massachusetts
-$2.6M -47,457 Closed

FLS Hedge Fund Activity: Q4 2018 in Review

395 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Flowserve (FLS) for Q4 2018, worth a combined $5.04B — down 31% from $7.34B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new FLS positions and 61 closed out — a net gain of 2 holders — while 120 added to existing stakes and 146 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $79.6M. The largest seller was Fidelity Investments, cutting an estimated $44.6M.

  • 395 institutional investors held Flowserve (FLS) as of Q4 2018, down from 396 in Q3 2018.
  • Funds reported $5.04B of Flowserve stock for Q4 2018, down 31% quarter-over-quarter.
  • 63 funds opened new Flowserve positions in Q4 2018 and 61 closed out, a net change of +2 holders.
  • The largest Flowserve buyer in Q4 2018 was EdgePoint Investment Group, an estimated $79.6M added.
  • The largest Flowserve seller in Q4 2018 was Fidelity Investments, an estimated $44.6M sold.

Based on aggregated 13F filings for Q4 2018.