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Forum Energy Technologies

153 hedge funds and large institutions have $1.26B invested in Forum Energy Technologies in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.15B → $1.26B (+$108M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.12% less ownership

Funds ownership: 4.8%4.68% (-0.12%)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

2% less funds holding

Funds holding: 156153 (-3)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
17
Increased
51
Reduced
54
Closed
20
Calls
$481K
Puts
Net Calls
+$481K
Net Calls Change
+$517K
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$11.9M +$90.4K +348 +0.7%
PCM
27
Palisade Capital Management
New Jersey
$11M +$2.8M +10,776 +32%
Bank of America
28
Bank of America
North Carolina
$11M -$518K -1,993 -4%
GKIM
29
GW&K Investment Management
Massachusetts
$10.1M -$103K -398 -1%
BTW
30
Boston Trust Walden
Massachusetts
$9.75M +$2.58M +9,922 +34%
Stifel Financial
31
Stifel Financial
Missouri
$9.24M +$670K +2,579 +7%
Charles Schwab
32
Charles Schwab
California
$9.11M +$642K +2,472 +7%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$8.93M +$1.21M +4,658 +15%
PWPCM
34
Perella Weinberg Partners Capital Management
New York
$8.76M -$12.9M -49,681 -58%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$8.72M -$1.78M -6,861 -16%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$8.45M +$4.8M +18,475 +117%
MG
37
Mitchell Group
Texas
$8.3M -$118K -454 -1%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$7.7M +$373K +1,435 +5%
VFM
39
Viking Fund Management
North Dakota
$6.79M -$2.6M -10,000 -27%
KCM
40
Kornitzer Capital Management
Kansas
$6.61M -$151K -581 -2%
CIM
41
Contrarius Investment Management
Jersey
$6.18M +$880K +3,387 +16%
PC
42
Precocity Capital
Connecticut
$6.17M -$1.3M -5,000 -17%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$5.49M +$5.49M +21,140 +1,924%
EAM
44
Eagle Asset Management
Florida
$5.33M +$3.42M +13,145 +156%
CAM
45
Cortina Asset Management
Wisconsin
$5.14M -$8.22M -31,650 -60%
Goldman Sachs
46
Goldman Sachs
New York
$5.13M +$3.07M +11,822 +132%
Point72 Asset Management
47
Point72 Asset Management
Connecticut
$4.89M -$4.5M -17,335 -47%
EOCM
48
Energy Opportunities Capital Management
Texas
$4.86M +$2.46M +9,486 +93%
RA
49
Royce & Associates
New York
$4.78M +$221K +849 +5%
Morgan Stanley
50
Morgan Stanley
New York
$4.47M +$1.75M +6,741 +59%

FET Hedge Fund Activity: Q2 2018 in Review

153 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q2 2018, worth a combined $1.26B — up 9.4% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FET and 17 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 51 added.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $17.9M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $12.9M.

  • 153 institutional investors held Forum Energy Technologies (FET) as of Q2 2018, down from 156 in Q1 2018.
  • Funds reported $1.26B of Forum Energy Technologies stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 17 funds opened new Forum Energy Technologies positions in Q2 2018 and 20 closed out, a net change of -3 holders.
  • The largest Forum Energy Technologies buyer in Q2 2018 was J. Goldman & Co, an estimated $17.9M added.
  • The largest Forum Energy Technologies seller in Q2 2018 was Perella Weinberg Partners Capital Management, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2018.