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Flux Power

27 hedge funds and large institutions have $13.3M invested in Flux Power in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,733% more call options, than puts

Call options by funds: $235K | Put options by funds: $3K

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

32% more capital invested

Capital invested by funds: $10.1M → $13.3M (+$3.23M)

4% more funds holding

Funds holding: 2627 (+1)

1.13% more ownership

Funds ownership: 26.25%27.38% (+1.1%)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.47%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
7
Reduced
5
Closed
6
Calls
$235K
Puts
$3K
Net Calls
+$232K
Net Calls Change
-$122K
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Formidable Asset Management
Ohio
$9.77M +$606K +225,609 +8%
TI
2
Tidal Investments
Wisconsin
$988K +$23.2K +8,645 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$963K -$42.8K -15,938 -4%
BlackRock
4
BlackRock
New York
$460K -$13K -4,853 -3%
FIA
5
FNY Investment Advisers
New York
$281K -$79.4K -29,560 -21%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$251K
BRWA
7
B. Riley Wealth Advisors
Florida
$111K +$7.39K +2,750 +7%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$101K +$60.4K +22,478 +132%
State Street
9
State Street
Massachusetts
$80K
Citadel Advisors
10
Citadel Advisors
Florida
$61K +$3.71K +1,381 +6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$43K +$44.9K +16,718 New
Northern Trust
12
Northern Trust
Illinois
$34K
Simplex Trading
13
Simplex Trading
Illinois
$34K +$31.7K +11,804 +676%
AAS
14
Avantax Advisory Services
Texas
$30K
Wolverine Trading
15
Wolverine Trading
Illinois
$28K +$27.5K +10,234 New
AA
16
AlphaMark Advisors
Kentucky
$25K +$26.3K +9,800 New
Wells Fargo
17
Wells Fargo
California
$16K -$3 -1 -0%
Osaic Holdings
18
Osaic Holdings
Arizona
$11K -$5.38K -2,000 -33%
TRCT
19
Tower Research Capital (TRC)
New York
$7K +$7.13K +2,653 New
BCWM
20
Bartlett & Co Wealth Management
Ohio
$4.48K +$4.7K +1,750 New
BC
21
Bartlett & Co
Ohio
$4K +$4.7K +1,750 New
EIM
22
Essex Investment Management
Massachusetts
$3K
Morgan Stanley
23
Morgan Stanley
New York
$2K +$13 +5 +0.7%
CIM
24
Contravisory Investment Management
Massachusetts
$1K
IA
25
IFP Advisors
Florida
$1K +$2.69K +1,000 New

FLUX Hedge Fund Activity: Q3 2022 in Review

27 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Flux Power (FLUX) for Q3 2022, worth a combined $13.3M — up 32% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FLUX positions and 6 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Formidable Asset Management, adding an estimated $606K. The largest seller was McDonald Partners, exiting entirely with an estimated $127K sold.

  • 27 institutional investors held Flux Power (FLUX) as of Q3 2022, up from 26 in Q2 2022.
  • Funds reported $13.3M of Flux Power stock for Q3 2022, up 32% quarter-over-quarter.
  • 8 funds opened new Flux Power positions in Q3 2022 and 6 closed out, a net change of +2 holders.
  • The largest Flux Power buyer in Q3 2022 was Formidable Asset Management, an estimated $606K added.
  • The largest Flux Power seller in Q3 2022 was McDonald Partners, an estimated $127K sold.

Based on aggregated 13F filings for Q3 2022.