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Forum Energy Technologies
FET

132 hedge funds and large institutions have $1.64B invested in Forum Energy Technologies in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 62 increasing their positions, 32 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 32

41% more call options, than puts

Call options by funds: $270K | Put options by funds: $191K

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

2% more capital invested

Capital invested by funds: $1.61B → $1.64B (+$38.5M)

0.02% more ownership

Funds ownership: 5.33% → 5.36% (+0.02%)

13% less funds holding

Funds holding: 151 → 132 (-19)

59% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 27

Holders
132
Holders Change
-19
Holders Change %
-12.58%
% of All Funds
3.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.12%
New
11
Increased
62
Reduced
32
Closed
27
Calls
$270K
Puts
$191K
Net Calls
+$79K
Net Calls Change
+$62K

Top Buyers

1
VNIM
Vaughan Nelson Investment Management
Texas
+$23.3M
2
Citadel Advisors
Citadel Advisors
Florida
+$16.2M
3
Boston Partners
Boston Partners
Massachusetts
+$12.1M
4
GIP
Granite Investment Partners
California
+$5.53M
5
SCM
SG Capital Management
Illinois
+$4.85M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$37.2M
2
SIMG
Stephens Investment Management Group
Texas
-$18.5M
3
Deutsche Bank
Deutsche Bank
Germany
-$13.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$12.2M
5
TCM
TimesSquare Capital Management
New York
-$9.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
26
Kornitzer Capital Management
Kansas
$17.1M +$2.63M +9,830 +22%
WCM
27
Wedge Capital Management
North Carolina
$15.9M -$155K -578 -1%
ClearBridge Investments
28
ClearBridge Investments
New York
$15.8M -$335K -1,249 -2%
GKIM
29
GW&K Investment Management
Massachusetts
$15.6M -$42.9K -160 -0.3%
GIP
30
Granite Investment Partners
California
$15.6M +$5.53M +20,621 +73%
CRM
31
Cramer Rosenthal McGlynn
Connecticut
$15M +$176K +655 +1%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$14.4M -$468K -1,745 -4%
Bank of America
33
Bank of America
North Carolina
$14.3M +$4.39M +16,385 +57%
VFM
34
Viking Fund Management
North Dakota
$14.3M -$536K -2,000 -4%
Boston Partners
35
Boston Partners
Massachusetts
$14.3M +$12.1M +44,957 New
Wells Fargo
36
Wells Fargo
California
$14.2M +$1.16M +4,338 +11%
Deutsche Bank
37
Deutsche Bank
Germany
$14.2M -$13.8M -51,360 -54%
BTW
38
Boston Trust Walden
Massachusetts
$14M -$91.1K -340 -0.8%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$12.2M -$311K -1,161 -3%
BAM
40
Baring Asset Management
United Kingdom
$11.2M +$3.09M +11,541 +49%
PCM
41
Palisade Capital Management
New Jersey
$9.73M +$974K +3,633 +13%
Geode Capital Management
42
Geode Capital Management
Massachusetts
$9.17M +$206K +768 +3%
Charles Schwab
43
Charles Schwab
California
$7.94M +$321K +1,197 +5%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$7.75M +$330K +1,233 +5%
PPA
45
Parametric Portfolio Associates
Washington
$6.06M +$428K +1,596 +9%
State of Wisconsin Investment Board
46
State of Wisconsin Investment Board
Wisconsin
$6.04M – – –
SCM
47
SG Capital Management
Illinois
$5.75M +$4.85M +18,087 New
MHI
48
Miller Howard Investments
New York
$5.66M +$775K +2,891 +19%
KCM
49
Kennedy Capital Management
Missouri
$5.56M -$7.36M -27,462 -61%
NA
50
NewEdge Advisors
Louisiana
$4.91M – – –
1
2
3 4 5

FET Hedge Fund Activity: Q3 2017 in Review

132 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q3 2017, worth a combined $1.64B — up 2.4% from $1.61B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of FET and 11 opened new positions — a net loss of 16 holders — while 32 trimmed existing stakes and 62 added.

The largest buyer was Vaughan Nelson Investment Management, adding an estimated $23.3M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $37.2M sold.

  • 132 institutional investors held Forum Energy Technologies (FET) as of Q3 2017, down from 151 in Q2 2017.
  • Funds reported $1.64B of Forum Energy Technologies stock for Q3 2017, up 2.4% quarter-over-quarter.
  • 11 funds opened new Forum Energy Technologies positions in Q3 2017 and 27 closed out, a net change of -16 holders.
  • The largest Forum Energy Technologies buyer in Q3 2017 was Vaughan Nelson Investment Management, an estimated $23.3M added.
  • The largest Forum Energy Technologies seller in Q3 2017 was Champlain Investment Partners, an estimated $37.2M sold.

Based on aggregated 13F filings for Q3 2017.