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Flowserve

369 hedge funds and large institutions have $6.28B invested in Flowserve in 2019 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 118 increasing their positions, 113 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

481% more call options, than puts

Call options by funds: $9.13M | Put options by funds: $1.57M

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

5% more capital invested

Capital invested by funds: $5.97B → $6.28B (+$306M)

3% more funds holding

Funds holding: 357369 (+12)

4% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 113

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.35% less ownership

Funds ownership: 97.78%96.43% (-1.3%)

Holders
369
Holders Change
+12
Holders Change %
+3.36%
% of All Funds
7.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
50
Increased
118
Reduced
113
Closed
30
Calls
$9.13M
Puts
$1.57M
Net Calls
+$7.56M
Net Calls Change
+$23M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity International
26
Fidelity International
Bermuda
$26.9M -$750K -15,657 -3%
Bank of America
27
Bank of America
North Carolina
$26.2M -$36.5M -762,288 -59%
Barclays
28
Barclays
United Kingdom
$26.1M +$2.46M +51,371 +11%
UBS AM
29
UBS AM
Illinois
$24M +$510K +10,654 +2%
Sumitomo Mitsui Trust Group
30
Sumitomo Mitsui Trust Group
Japan
$23.5M +$92.2K +1,925 +0.4%
Brown Advisory
31
Brown Advisory
Maryland
$22.2M +$2.73M +57,097 +15%
First Trust Advisors
32
First Trust Advisors
Illinois
$20.9M -$2.21M -46,257 -10%
Swiss National Bank
33
Swiss National Bank
Switzerland
$20.6M -$929K -19,400 -4%
N
34
Nuveen
North Carolina
$19.7M -$2.67M -55,795 -12%
Millennium Management
35
Millennium Management
New York
$19.2M +$18.4M +385,079 New
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$18.9M +$9.09M +189,816 +100%
PPA
37
Parametric Portfolio Associates
Washington
$18.2M -$640K -13,364 -4%
Citadel Advisors
38
Citadel Advisors
Florida
$18M +$6.99M +145,944 +68%
DIA
39
Davidson Investment Advisors
Montana
$16.5M -$150K -3,134 -0.9%
NSCM
40
New South Capital Management
Tennessee
$16.2M -$342K -7,141 -2%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$15.5M -$597K -12,481 -4%
CS
42
Credit Suisse
Switzerland
$14.7M +$7.17M +149,737 +103%
ACB
43
Aristotle Capital Boston
Massachusetts
$13.8M -$478K -9,994 -3%
Morgan Stanley
44
Morgan Stanley
New York
$12.5M +$8.59M +179,475 +250%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$12.3M +$59K +1,233 +0.5%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$12.3M +$776K +16,215 +7%
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$12.1M -$4.07M -84,989 -26%
JGUA
48
John G. Ullman & Associates
New York
$11.6M -$201K -4,190 -2%
IP
49
Interval Partners
New York
$11M +$316K +6,609 +3%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$11M -$133K -2,770 -1%

FLS Hedge Fund Activity: Q4 2019 in Review

369 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Flowserve (FLS) for Q4 2019, worth a combined $6.28B — up 5.1% from $5.97B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new FLS positions and 30 closed out — a net gain of 20 holders — while 118 added to existing stakes and 113 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), adding an estimated $18.6M. The largest seller was Causeway Capital Management, exiting entirely with an estimated $85.7M sold.

  • 369 institutional investors held Flowserve (FLS) as of Q4 2019, up from 357 in Q3 2019.
  • Funds reported $6.28B of Flowserve stock for Q4 2019, up 5.1% quarter-over-quarter.
  • 50 funds opened new Flowserve positions in Q4 2019 and 30 closed out, a net change of +20 holders.
  • The largest Flowserve buyer in Q4 2019 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $18.6M added.
  • The largest Flowserve seller in Q4 2019 was Causeway Capital Management, an estimated $85.7M sold.

Based on aggregated 13F filings for Q4 2019.