We are live on ! Find out more
FET icon

Forum Energy Technologies

142 hedge funds and large institutions have $1.05B invested in Forum Energy Technologies in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 4.68%4.65% (-0.03%)

7% less funds holding

Funds holding: 153142 (-11)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

16% less capital invested

Capital invested by funds: $1.26B → $1.05B (-$206M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
142
Holders Change
-11
Holders Change %
-7.19%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
15
Increased
44
Reduced
50
Closed
25
Calls
$76K
Puts
Net Calls
+$76K
Net Calls Change
-$405K
Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
26
ClearBridge Investments
New York
$11M +$1.15M +4,866 +10%
Neuberger Berman Group
27
Neuberger Berman Group
New York
$10.6M -$399K -1,693 -3%
Charles Schwab
28
Charles Schwab
California
$8.52M +$1.01M +4,303 +12%
GKIM
29
GW&K Investment Management
Massachusetts
$8.08M -$408K -1,730 -4%
BTW
30
Boston Trust Walden
Massachusetts
$7.89M -$324K -1,374 -3%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$7.8M +$369K +1,566 +4%
Deutsche Bank
32
Deutsche Bank
Germany
$6.96M +$4.77M +20,253 +151%
MG
33
Mitchell Group
Texas
$6.58M -$432K -1,832 -5%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$5.72M -$1.81M -7,672 -22%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$5.66M -$902K -3,828 -12%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$5.45M +$2.49M +10,591 +67%
Stifel Financial
37
Stifel Financial
Missouri
$5.3M -$2.77M -11,740 -31%
CIM
38
Contrarius Investment Management
Jersey
$4.94M -$271K -1,151 -5%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$4.93M +$373K +1,583 +7%
KCM
40
Kornitzer Capital Management
Kansas
$4.77M -$876K -3,718 -14%
VFM
41
Viking Fund Management
North Dakota
$4.76M -$1.06M -4,500 -16%
EAM
42
Eagle Asset Management
Florida
$4.76M +$334K +1,419 +7%
AllianceBernstein
43
AllianceBernstein
Tennessee
$4.25M -$9.19M -39,006 -65%
Citadel Advisors
44
Citadel Advisors
Florida
$4.1M +$4.36M +18,492 +1,390%
RA
45
Royce & Associates
New York
$4.01M
NA
46
NewEdge Advisors
Louisiana
$3.36M
Schroder Investment Management Group
47
Schroder Investment Management Group
United Kingdom
$3.32M -$460K -1,951 -11%
Natixis Advisors
48
Natixis Advisors
Massachusetts
$3.12M -$240K -1,019 -6%
Goldman Sachs
49
Goldman Sachs
New York
$3.05M -$1.42M -6,024 -29%
FMP
50
Financial Management Professionals
Texas
$2.93M

FET Hedge Fund Activity: Q3 2018 in Review

142 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q3 2018, worth a combined $1.05B — down 16% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FET and 15 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 44 added.

The largest buyer was Fidelity Investments, adding an estimated $12.2M. The largest seller was J. Goldman & Co, exiting entirely with an estimated $17M sold.

  • 142 institutional investors held Forum Energy Technologies (FET) as of Q3 2018, down from 153 in Q2 2018.
  • Funds reported $1.05B of Forum Energy Technologies stock for Q3 2018, down 16% quarter-over-quarter.
  • 15 funds opened new Forum Energy Technologies positions in Q3 2018 and 25 closed out, a net change of -10 holders.
  • The largest Forum Energy Technologies buyer in Q3 2018 was Fidelity Investments, an estimated $12.2M added.
  • The largest Forum Energy Technologies seller in Q3 2018 was J. Goldman & Co, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2018.