Watch for insider buying or a concrete catalyst (earnings beat, contract win) to confirm the thesis before adding exposure.
Executive Summary
A significant institutional cluster formed in FLOC during 2026-Q1, with 15 buyers accumulating $60.4M in net new positions versus only 2 sellers trimming $5.4M. The buying is broad-based across passive index funds (State Street, BofA, Schwab, Invesco) and active managers (Nuveen, Schroder, Balyasny), suggesting a shared thesis on the oil & gas equipment sector.
Key Financial Metrics
Institutional Positions
Net institutional flow: $55.0M
▲ Buyers (15)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Schroder Investment Management | DOUBLED | +101.2% | $35.8M | $19.5M |
| Nuveen | DOUBLED | +325.4% | $15.2M | $12.0M |
| RenTech | DOUBLED | +237.6% | $8.2M | $6.0M |
| Balyasny Asset Management | DOUBLED | +960.8% | $4.1M | $3.7M |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Wellington Management Group | TRIM | -44.9% | $12.8M | -$5.0M |
| Point72 | TRIM | -33.4% | $1.2M | -$332.1K |
Key Facts
- 15 institutional buyers vs 2 sellers in Q1 2026
- Net institutional inflow of ~$55M (buyers added $60.4M, sellers reduced $5.4M)
- Top active buyers: Schroder Investment Management (doubled to $35.8M), Nuveen (doubled to $15.2M), RenTech (doubled to $8.2M)
- Passive/index funds dominate the buyer list (State Street, BofA, Schwab, Invesco) — weaker signal
- No open-market insider buying detected in the same window (confluence score 36/100)
Financial Impact
Institutions added ~$60.4M in new FLOC positions while two sellers trimmed ~$5.4M, for a net inflow of ~$55M — roughly 2.9% of the $1.9B market cap.
Risk Factors
- 13F data is 45+ days stale — positions may have been unwound
- Passive/index fund buying may reflect index rebalancing, not active conviction
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-FLOC-2026-Q1 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 19, 2026 8d ago | 144 | $19.10 | awaiting T+60 | — | — |
Oct 2, 2026 25d ago | 8-K | $18.46 | awaiting T+60 | — | — |
Aug 25, 2026 9w ago | 8-K | $20.64 | awaiting T+60 | — | — |
Aug 11, 2026 11w ago | 8-K | $23.26 | awaiting T+60 | — | — |
Aug 10, 2026 11w ago | 8-K | $23.26 | awaiting T+60 | — | — |
Jul 30, 2026 12w ago | 8-K | $19.73 $19.63 | ▼ −0.51% | ▼ −2.97% | — |
Jun 26, 2026 17w ago | Institutional Cluster | $21.80 $19.87 | ▼ −8.85% | ▼ −13.34% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $23.72 $21.10 | ▼ −11.05% | ▼ −15.44% | — |
May 7, 2026 24w ago | 8-K | $24.84 $20.36 | ▼ −18.04% | ▼ −22.87% | — |
May 6, 2026 24w ago | 8-K | $24.25 $20.45 | ▼ −15.67% | ▼ −17.73% | — |
US Market Status
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