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Flowserve

478 hedge funds and large institutions have $10.1B invested in Flowserve in 2013 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 137 increasing their positions, 199 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more funds holding in top 10

Funds holding in top 10: 619 (+13)

185% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 27

31% more capital invested

Capital invested by funds: $7.65B → $10.1B (+$2.4B)

11% more funds holding

Funds holding: 430478 (+48)

4.08% more ownership

Funds ownership: 87.42%91.5% (+4.1%)

31% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 199

65% less call options, than puts

Call options by funds: $19.5M | Put options by funds: $56.1M

Holders
478
Holders Change
+48
Holders Change %
+11.16%
% of All Funds
13.88%
Holding in Top 10
19
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+216.67%
% of All Funds
0.55%
New
77
Increased
137
Reduced
199
Closed
27
Calls
$19.5M
Puts
$56.1M
Net Calls
-$36.6M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$891M +$52.5M +757,120 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$776M +$2.35M +33,949 +0.3%
State Street
3
State Street
Massachusetts
$476M +$12.1M +174,318 +3%
JP Morgan Chase
4
JP Morgan Chase
New York
$471M +$279M +4,029,468 +207%
Invesco
5
Invesco
Georgia
$329M +$16.7M +240,627 +6%
BIT
6
BlackRock Institutional Trust
California
$288M -$1.49M -21,453 -0.6%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$243M -$7.67M -110,706 -3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$242M -$49.8M -719,274 -19%
GI
9
GAMCO Investors
Connecticut
$236M -$7.67M -110,696 -4%
WRF
10
Waddell & Reed Financial
Kansas
$218M +$192M +2,766,083 New
Wells Fargo
11
Wells Fargo
California
$194M -$7.48M -107,960 -4%
Allianz Asset Management
12
Allianz Asset Management
Germany
$180M +$27.4M +395,408 +21%
Norges Bank
13
Norges Bank
Norway
$171M -$13.3M -191,807 -8%
Franklin Resources
14
Franklin Resources
California
$168M +$48.8M +704,510 +50%
Bessemer Group
15
Bessemer Group
New Jersey
$147M +$272K +3,930 +0.2%
Northern Trust
16
Northern Trust
Illinois
$140M -$2.73M -39,436 -2%
Jennison Associates
17
Jennison Associates
New York
$140M -$443K -6,399 -0.4%
BFA
18
BlackRock Fund Advisors
California
$136M +$5.71M +82,398 +5%
Boston Partners
19
Boston Partners
Massachusetts
$130M +$22.2M +319,688 +24%
GF
20
Gabelli Funds
New York
$126M -$2.71M -39,100 -2%
American Century Companies
21
American Century Companies
Missouri
$123M +$15.4M +221,680 +17%
SAM
22
Southernsun Asset Management
Tennessee
$115M +$19.6M +282,961 +24%
JHIU
23
Janus Henderson Investors US
Colorado
$109M -$80.1M -1,156,336 -46%
FPP
24
Findlay Park Partners
United Kingdom
$107M
Wellington Management Group
25
Wellington Management Group
Massachusetts
$106M -$18.8M -271,530 -17%

FLS Hedge Fund Activity: Q4 2013 in Review

478 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Flowserve (FLS) for Q4 2013, worth a combined $10.1B — up 31% from $7.65B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FLS positions and 27 closed out — a net gain of 50 holders — while 137 added to existing stakes and 199 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $279M. The largest seller was Goldman Sachs, cutting an estimated $84.6M.

  • 478 institutional investors held Flowserve (FLS) as of Q4 2013, up from 430 in Q3 2013.
  • Funds reported $10.1B of Flowserve stock for Q4 2013, up 31% quarter-over-quarter.
  • 77 funds opened new Flowserve positions in Q4 2013 and 27 closed out, a net change of +50 holders.
  • The largest Flowserve buyer in Q4 2013 was JP Morgan Chase, an estimated $279M added.
  • The largest Flowserve seller in Q4 2013 was Goldman Sachs, an estimated $84.6M sold.

Based on aggregated 13F filings for Q4 2013.