The institutional cluster shows mixed conviction with net selling pressure from passive managers (Morgan Stanley, UBS) outweighing modest buying from active managers (Deutsche Bank, Nomura). The low insider confluence score (9/100) with no open-market insider buying weakens the buy-side signal. Monitor for any catalyst that could reverse the selling trend.
Executive Summary
Institutional activity in FLWS during 2026-Q1 was mixed, with 4 buyers adding $29K in net new holdings while 4 sellers reduced positions by $954K. The selling is concentrated in larger passive managers (Morgan Stanley, UBS) trimming significant positions, while buying is led by Nomura Holdings adding shares and Deutsche Bank doubling its stake.
Key Financial Metrics
Institutional Positions
Net institutional flow: -$924.7K
▲ Buyers (4)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Nomura Holdings | ADD | +25.2% | $3.0M | -$98.1K |
| BofA | ADD | +63.2% | $355.0K | $74.0K |
| Deutsche Bank | DOUBLED | +151.5% | $93.0K | $45.0K |
| Cwm | DOUBLED | +766.1% | $8.0K | $8.0K |
▼ Sellers (4)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | TRIM | -41.3% | $1.1M | -$604.1K |
| UBS | TRIM | -31.5% | $719.0K | -$338.1K |
| Fidelity | TRIM | -67.8% | $15.0K | -$11.5K |
| National Bank Of Canada | TRIM | -46.7% | $59.00 | -$35.00 |
Key Facts
- 4 institutional buyers added $29K in net new holdings, while 4 sellers reduced by $954K
- Nomura Holdings is the largest buyer with a $3.0M position (25.2% share increase)
- Morgan Stanley trimmed 41.3% of its position, reducing value from $1.1M to $502K
- UBS trimmed 31.5% of its position, reducing value from $719K to $381K
- The cluster is dominated by passive managers (BofA, Fidelity, Morgan Stanley, UBS) on both sides, weakening the signal
- Insider confluence score is low (9/100) with no open-market insider buying, indicating divergence between institutional and insider activity
Financial Impact
4 buyers added $29K in net new holdings while 4 sellers reduced positions by $954K, for net selling pressure of ~$925K
Risk Factors
- Passive manager selling (Morgan Stanley, UBS) may reflect index rebalancing rather than fundamental concerns
- Low insider confluence score suggests no corroboration from company insiders
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-FLWS-2026-Q1 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 3d ago | DEFA14A | $2.87 | awaiting T+5 | — | — |
Oct 23, 2026 3d ago | DEF 14A | $2.87 | awaiting T+5 | — | — |
Oct 23, 2026 3d ago | 8-K | $2.86 | awaiting T+5 | — | — |
Sep 29, 2026 27d ago | 8-K | $2.60 $2.59 | ▼ −0.38% | ▼ −2.33% | — |
Sep 10, 2026 6w ago | 8-K | $3.04 $2.60 | ▲ +14.33% | ▲ +13.83% | — |
Aug 19, 2026 9w ago | Institutional Cluster | $4.01 $3.74 | ▼ −6.73% | ▼ −7.85% | — |
Jul 5, 2026 16w ago | Institutional Cluster | $3.73 $3.78 | ▲ +1.34% | ▲ +0.85% | — |
Jun 11, 2026 19w ago | Institutional Cluster | $4.23 $3.87 | ▲ +8.51% | ▲ +8.94% | — |
Apr 20, 2026 27w ago | 8-K | $4.46 $3.79 | ▼ −15.02% | ▼ −15.94% | — |
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.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers