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.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+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: 410 → 374 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$107M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$62.4M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$53.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$53M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$43.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$174M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$89.9M |
| 3 |
Harris Associates
Chicago,
Illinois
|
-$86.8M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$54.2M |
| 5 |
Millennium Management
New York
|
-$30.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TDC
426
Thompson Davis & Co
Richmond,
Virginia
| – | -$7K | -154 | Closed |
|
|
PCP
427
Proficio Capital Partners
Newton,
Massachusetts
| – | -$5K | -128 | Closed |
|
|
FC
428
Ferris Capital
Marlborough,
Massachusetts
| – | -$5K | -101 | Closed |
|
|
GEA
429
Glen Eagle Advisors
Kingston,
New Jersey
| – | -$2.9K | -63 | Closed |
|
|
VWA
430
V Wealth Advisors
Overland Park,
Kansas
| – | -$1K | -27 | Closed |
|
|
ED
431
Exane Derivatives
Paris,
France
| – | -$46 | -1 | Closed |
|
432
AssetMark Inc
Concord,
California
| – | +$421 | +10 | New |
|
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.