We are live on ! Find out more
FET icon

Forum Energy Technologies

122 hedge funds and large institutions have $2.71B invested in Forum Energy Technologies in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

19% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $1.16M

12% more capital invested

Capital invested by funds: $2.43B → $2.71B (+$286M)

3% more funds holding

Funds holding: 118122 (+4)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

0.08% more ownership

Funds ownership: 4.63%4.72% (+0.08%)

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
43
Reduced
42
Closed
17
Calls
$1.38M
Puts
$1.16M
Net Calls
+$221K
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$25.6M -$1.6M -2,950 -7%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$24.1M -$142K -261 -0.7%
Millennium Management
28
Millennium Management
New York
$21.7M +$19M +34,970 New
SCA
29
SAC Capital Advisors
Connecticut
$18.1M +$15.9M +29,244 New
FMA
30
Fiduciary Management Associates
Illinois
$17.7M +$878K +1,617 +6%
Northern Trust
31
Northern Trust
Illinois
$17.6M -$416K -767 -3%
CWAM
32
Columbia Wanger Asset Management
Illinois
$16.4M
Natixis Advisors
33
Natixis Advisors
Massachusetts
$15.2M +$835K +1,538 +7%
Franklin Resources
34
Franklin Resources
California
$14.5M -$3.89M -7,169 -23%
Boston Partners
35
Boston Partners
Massachusetts
$13.2M +$180K +332 +2%
Ameriprise
36
Ameriprise
Minnesota
$12.1M +$3.45M +6,355 +48%
USAA
37
United Services Automobile Association
Texas
$11.7M +$7.52M +13,865 +278%
Norges Bank
38
Norges Bank
Norway
$9.24M
Geode Capital Management
39
Geode Capital Management
Massachusetts
$8.88M +$421K +775 +6%
FMP
40
Financial Management Professionals
Texas
$8.77M +$4.34M +8,000 +130%
Deutsche Bank
41
Deutsche Bank
Germany
$8.38M -$1.12M -2,069 -13%
CC
42
Carlson Capital
Texas
$7.69M +$6.73M +12,410 New
Bank of New York Mellon
43
Bank of New York Mellon
New York
$7.69M -$6.17M -11,375 -48%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$7.63M -$730K -1,345 -10%
Citadel Advisors
45
Citadel Advisors
Florida
$7.53M -$3.15M -5,810 -32%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$6.9M
AllianceBernstein
47
AllianceBernstein
Tennessee
$6.37M -$14.5M -26,681 -72%
MAA
48
Managed Account Advisors
New Jersey
$6.24M -$152K -281 -3%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$5.34M +$4.68M +8,622 New
TCIM
50
TIAA CREF Investment Management
New York
$5.08M -$113K -209 -2%

FET Hedge Fund Activity: Q1 2014 in Review

122 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q1 2014, worth a combined $2.71B — up 12% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FET positions and 17 closed out — a net gain of 6 holders — while 43 added to existing stakes and 42 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $37.7M. The largest seller was Munder Capital Management, exiting entirely with an estimated $39.2M sold.

  • 122 institutional investors held Forum Energy Technologies (FET) as of Q1 2014, up from 118 in Q4 2013.
  • Funds reported $2.71B of Forum Energy Technologies stock for Q1 2014, up 12% quarter-over-quarter.
  • 23 funds opened new Forum Energy Technologies positions in Q1 2014 and 17 closed out, a net change of +6 holders.
  • The largest Forum Energy Technologies buyer in Q1 2014 was Champlain Investment Partners, an estimated $37.7M added.
  • The largest Forum Energy Technologies seller in Q1 2014 was Munder Capital Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q1 2014.