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Forum Energy Technologies

164 hedge funds and large institutions have $3.18B invested in Forum Energy Technologies in 2014 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 73 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 9

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

135% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 31

35% more call options, than puts

Call options by funds: $335K | Put options by funds: $248K

34% more funds holding

Funds holding: 122164 (+42)

17% more capital invested

Capital invested by funds: $2.71B → $3.18B (+$473M)

0.03% less ownership

Funds ownership: 4.72%4.69% (-0.03%)

Holders
164
Holders Change
+42
Holders Change %
+34.43%
% of All Funds
4.71%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.23%
New
51
Increased
73
Reduced
31
Closed
9
Calls
$335K
Puts
$248K
Net Calls
+$87K
Net Calls Change
-$134K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kornitzer Capital Management
Kansas
$32.1M -$1.36M -2,084 -5%
Invesco
27
Invesco
Georgia
$31.8M +$27.4M +42,012 +2,510%
SIMG
28
Stephens Investment Management Group
Texas
$31M +$25.4K +39 +0.1%
Norges Bank
29
Norges Bank
Norway
$29.4M +$16.6M +25,413 +170%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$29.1M +$663K +1,017 +3%
Citadel Advisors
31
Citadel Advisors
Florida
$29M +$18M +27,669 +228%
Westfield Capital Management
32
Westfield Capital Management
Massachusetts
$22.9M +$20.4M +31,379 New
Northern Trust
33
Northern Trust
Illinois
$20.9M +$156K +239 +0.8%
Point72 Asset Management
34
Point72 Asset Management
Connecticut
$19.7M +$17.7M +27,100 New
CWAM
35
Columbia Wanger Asset Management
Illinois
$19.3M
Franklin Resources
36
Franklin Resources
California
$18.8M +$1.58M +2,423 +10%
D.E. Shaw & Co
37
D.E. Shaw & Co
New York
$18M +$14.6M +22,442 +977%
FMA
38
Fiduciary Management Associates
Illinois
$18M -$2.53M -3,888 -14%
O
39
OppenheimerFunds
New York
$17.9M +$16M +24,547 New
Natixis Advisors
40
Natixis Advisors
Massachusetts
$17.3M -$527K -809 -3%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$16.8M +$6.92M +10,613 +86%
VBCP
42
Vollero Beach Capital Partners
New York
$16.1M +$14.4M +22,104 New
Mackenzie Financial
43
Mackenzie Financial
Ontario, Canada
$16M -$12.6M -19,330 -47%
Boston Partners
44
Boston Partners
Massachusetts
$15.5M -$68.4K -105 -0.5%
Wellington Management Group
45
Wellington Management Group
Massachusetts
$12.2M +$11M +16,809 New
Ameriprise
46
Ameriprise
Minnesota
$12.2M -$1.85M -2,845 -15%
Geode Capital Management
47
Geode Capital Management
Massachusetts
$12.2M +$1.57M +2,408 +17%
CC
48
Carlson Capital
Texas
$11.7M +$2.42M +3,713 +30%
USAA
49
United Services Automobile Association
Texas
$11M -$2.44M -3,750 -20%
FMP
50
Financial Management Professionals
Texas
$10.3M

FET Hedge Fund Activity: Q2 2014 in Review

164 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q2 2014, worth a combined $3.18B — up 17% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FET positions and 9 closed out — a net gain of 42 holders — while 73 added to existing stakes and 31 trimmed.

The largest buyer was William Blair & Company, adding an estimated $36.1M. The largest seller was SCF Partners, cutting an estimated $375M.

  • 164 institutional investors held Forum Energy Technologies (FET) as of Q2 2014, up from 122 in Q1 2014.
  • Funds reported $3.18B of Forum Energy Technologies stock for Q2 2014, up 17% quarter-over-quarter.
  • 51 funds opened new Forum Energy Technologies positions in Q2 2014 and 9 closed out, a net change of +42 holders.
  • The largest Forum Energy Technologies buyer in Q2 2014 was William Blair & Company, an estimated $36.1M added.
  • The largest Forum Energy Technologies seller in Q2 2014 was SCF Partners, an estimated $375M sold.

Based on aggregated 13F filings for Q2 2014.