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Flux Power

30 hedge funds and large institutions have $22.8M invested in Flux Power in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 7

38% more call options, than puts

Call options by funds: $502K | Put options by funds: $364K

10% more capital invested

Capital invested by funds: $20.8M → $22.8M (+$2.02M)

0.69% more ownership

Funds ownership: 30.56%31.25% (+0.69%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less funds holding

Funds holding: 3330 (-3)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
30
Holders Change
-3
Holders Change %
-9.09%
% of All Funds
0.43%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
13
Reduced
7
Closed
7
Calls
$502K
Puts
$364K
Net Calls
+$138K
Net Calls Change
+$152K
Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1
Formidable Asset Management
Ohio
$13.7M +$72.3K +15,575 +0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.35M +$304K +65,448 +14%
TI
3
Tidal Investments
Wisconsin
$1.94M -$40.8K -8,786 -2%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.19M -$103K -22,116 -8%
BlackRock
5
BlackRock
New York
$814K +$6.01K +1,296 +0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$540K +$33.4K +7,206 +6%
HighTower Advisors
7
HighTower Advisors
Illinois
$440K +$460K +99,102 New
PEA
8
Park Edge Advisors
Ohio
$371K -$11.6K -2,500 -3%
BRWA
9
B. Riley Wealth Advisors
Florida
$221K +$4.76K +1,026 +2%
Citadel Advisors
10
Citadel Advisors
Florida
$184K +$93.3K +20,110 +94%
State Street
11
State Street
Massachusetts
$150K
Simplex Trading
12
Simplex Trading
Illinois
$115K +$50K +10,767 +71%
Northern Trust
13
Northern Trust
Illinois
$105K -$134K -28,951 -55%
Millennium Management
14
Millennium Management
New York
$101K +$106K +22,858 New
Osaic Holdings
15
Osaic Holdings
Arizona
$91.2K +$186 +40 +0.2%
Belvedere Trading
16
Belvedere Trading
Illinois
$81.9K -$58.6K -12,623 -41%
Group One Trading
17
Group One Trading
Illinois
$81.8K +$84.3K +18,156 +5,876%
CFC
18
Coyle Financial Counsel
Illinois
$66.5K +$69.6K +15,000 New
AAS
19
Avantax Advisory Services
Texas
$59.8K +$3.71K +800 +6%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$55.1K -$19.9K -4,285 -26%
OWA
21
Octavia Wealth Advisors
Ohio
$50.7K
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$13K -$18.8K -4,047 -58%
TRCT
23
Tower Research Capital (TRC)
New York
$10.9K +$11.1K +2,390 +3,567%
Morgan Stanley
24
Morgan Stanley
New York
$9.88K +$3.57K +770 +53%
IA
25
IFP Advisors
Florida
$4.43K

FLUX Hedge Fund Activity: Q1 2024 in Review

30 of the 6,945 institutional investors tracked by Wall St. Rank reported a position in Flux Power (FLUX) for Q1 2024, worth a combined $22.8M — up 9.7% from $20.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FLUX and 4 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 13 added.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $460K. The largest seller was Creative Planning, exiting entirely with an estimated $202K sold.

  • 30 institutional investors held Flux Power (FLUX) as of Q1 2024, down from 33 in Q4 2023.
  • Funds reported $22.8M of Flux Power stock for Q1 2024, up 9.7% quarter-over-quarter.
  • 4 funds opened new Flux Power positions in Q1 2024 and 7 closed out, a net change of -3 holders.
  • The largest Flux Power buyer in Q1 2024 was HighTower Advisors, an estimated $460K added.
  • The largest Flux Power seller in Q1 2024 was Creative Planning, an estimated $202K sold.

Based on aggregated 13F filings for Q1 2024.