FLOC Flowco Holdings Inc.
Executive Summary
Four mega-passive institutional buyers (Fidelity, BofA, Wells Fargo, Morgan Stanley) added modest positions in FLOC during Q3 2025, while T. Rowe Price nearly exited. The net inflow is approximately $2.4M, representing ~0.1% of market cap. All participants are passive/index funds, indicating routine rebalancing rather than an active investment thesis.
Key Financial Metrics
Institutional Positions
Net institutional flow: $2.4M
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Fidelity | ADD | +25.1% | $39.1M | $1.6M |
| BofA | ADD | +50.1% | $2.4M | $473.0K |
| Wells Fargo | ADD | +35% | $212.0K | $24.0K |
| Morgan Stanley | ADD | +27.2% | $4.3M | $244.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| T. Rowe Price | NEAR_EXIT | -96.3% | $15.0K | -$14.4K |
Actionable Insight
No strong directional signal from this cluster. Monitor for future filings with active manager participation or material operational catalysts to confirm any bullish thesis.
Key Facts
- 4 passive buyers added $2.4M in aggregate; 1 passive seller reduced $14K
- No active or activist managers present in the cluster
- Historical T+20 win rate for FLOC reports is 30% and cluster-based signals typically underperform
Financial Impact
Net institutional inflow of approximately $2.4M (0.11% of market cap), dominated by mega-passive rebalancing
Risk Factors
- Passive flows may reverse in subsequent quarters
- Low historical predictive accuracy for FLOC reports (30% T+20 win rate)
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-FLOC-2025-Q3 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 11, 2026
3d ago
|
Institutional Cluster
| $23.51 awaiting T+20 | awaiting T+20 | — | — |
|
May 7, 2026
5w ago
|
8-K
| $24.84 $23.18 | ▼ −6.68% | ▼ −6.71% | — |
|
May 6, 2026
5w ago
|
8-K
| $24.25 $23.16 | ▼ −4.49% | ▼ −7.28% | — |
|
May 4, 2026
5w ago
|
3
| $25.18 $23.05 | ▼ −8.46% | ▼ −13.41% | — |
|
Apr 16, 2026
8w ago
|
EFFECT
| $23.23 $26.53 | ▼ −14.21% | ▼ −8.39% | — |
|
Mar 27, 2026
11w ago
|
DEFA14A
| $20.45 $24.33 | ▲ +18.97% | ▲ +6.38% | — |
|
Mar 24, 2026
11w ago
|
8-K
| $22.28 $23.45 | ▲ +5.25% | ▼ −3.65% | — |
|
Feb 26, 2026
15w ago
|
8-K
| $24.37 $21.97 | ▼ −9.85% | ▼ −3.45% | — |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access