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Flux Power

33 hedge funds and large institutions have $20.8M invested in Flux Power in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

223% more capital invested

Capital invested by funds: $6.42M → $20.8M (+$14.3M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

6% more funds holding

Funds holding: 3133 (+2)

0.47% more ownership

Funds ownership: 30.09%30.56% (+0.47%)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

8% less call options, than puts

Call options by funds: $151K | Put options by funds: $165K

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
9
Reduced
9
Closed
3
Calls
$151K
Puts
$165K
Net Calls
-$14K
Net Calls Change
-$412K
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Formidable Asset Management
Ohio
$12.7M -$19.7K -5,683 -0.2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.91M +$9.17K +2,647 +0.6%
TI
3
Tidal Investments
Wisconsin
$1.87M +$256K +73,944 +19%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.19M -$59.4K -17,137 -6%
BlackRock
5
BlackRock
New York
$750K -$1.11K -320 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$472K
PEA
7
Park Edge Advisors
Ohio
$355K
BRWA
8
B. Riley Wealth Advisors
Florida
$259K -$3.56K -1,026 -2%
Northern Trust
9
Northern Trust
Illinois
$216K +$111K +31,968 +154%
Creative Planning
10
Creative Planning
Kansas
$202K +$171K +49,252 New
State Street
11
State Street
Massachusetts
$139K
Belvedere Trading
12
Belvedere Trading
Illinois
$128K -$26.2K -7,569 -20%
Citadel Advisors
13
Citadel Advisors
Florida
$88.2K -$8.72K -2,516 -10%
Osaic Holdings
14
Osaic Holdings
Arizona
$84.5K +$14.9K +4,300 +26%
Wolverine Trading
15
Wolverine Trading
Illinois
$83.8K +$8.77K +2,531 +14%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$68.7K
Simplex Trading
17
Simplex Trading
Illinois
$62K +$19.8K +5,703 +60%
AAS
18
Avantax Advisory Services
Texas
$52.2K
Victory Capital Management
19
Victory Capital Management
Texas
$51.4K +$43.4K +12,516 New
OWA
20
Octavia Wealth Advisors
Ohio
$47K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$29K +$22.3K +6,436 +1,285%
Morgan Stanley
22
Morgan Stanley
New York
$6K +$2.53K +730 +100%
IA
23
IFP Advisors
Florida
$4.11K
FFA
24
Farther Finance Advisors
California
$2.75K +$2.32K +669 New
Bank of America
25
Bank of America
North Carolina
$1.66K

FLUX Hedge Fund Activity: Q4 2023 in Review

33 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Flux Power (FLUX) for Q4 2023, worth a combined $20.8M — up 223% from $6.42M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLUX positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 9 trimmed.

The largest buyer was Tidal Investments, adding an estimated $256K. The largest seller was Group One Trading, cutting an estimated $91K.

  • 33 institutional investors held Flux Power (FLUX) as of Q4 2023, up from 31 in Q3 2023.
  • Funds reported $20.8M of Flux Power stock for Q4 2023, up 223% quarter-over-quarter.
  • 5 funds opened new Flux Power positions in Q4 2023 and 3 closed out, a net change of +2 holders.
  • The largest Flux Power buyer in Q4 2023 was Tidal Investments, an estimated $256K added.
  • The largest Flux Power seller in Q4 2023 was Group One Trading, an estimated $91K sold.

Based on aggregated 13F filings for Q4 2023.