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Forum Energy Technologies
FET

72 hedge funds and large institutions have $166M invested in Forum Energy Technologies in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 14

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

12% more capital invested

Capital invested by funds: $149M → $166M (+$17.5M)

11% more funds holding

Funds holding: 65 → 72 (+7)

7.14% more ownership

Funds ownership: 55.85% → 62.98% (+7.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
1.13%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
23
Reduced
16
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$11.8M
2
State Street
State Street
Massachusetts
+$5.21M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$3.39M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$2.69M
5
Northern Trust
Northern Trust
Illinois
+$1.68M

Top Sellers

Rank Fund Capital Flow
1
Polen Capital Management
Polen Capital Management
Florida
-$3.82M
2
Millennium Management
Millennium Management
New York
-$2.99M
3
MSL
Mackay Shields LLC
New York
-$1.29M
4
Two Sigma Investments
Two Sigma Investments
New York
-$1.21M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$939K +$296K +12,502 +52%
Two Sigma Investments
27
Two Sigma Investments
New York
$933K -$1.21M -51,191 -58%
QP
28
Quilter Plc
United Kingdom
$834K – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$703K -$988K -41,692 -60%
Charles Schwab
30
Charles Schwab
California
$682K +$631K +26,646 New
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$657K -$26.3K -1,110 -4%
SEI Investments
32
SEI Investments
Pennsylvania
$524K +$19.9K +840 +4%
CA
33
Clearstead Advisors
Ohio
$512K – – –
Morgan Stanley
34
Morgan Stanley
New York
$449K +$46.6K +1,966 +13%
NA
35
NewEdge Advisors
Louisiana
$415K – – –
Invesco
36
Invesco
Georgia
$413K +$88.2K +3,721 +30%
Mirae Asset Global Investments
37
Mirae Asset Global Investments
South Korea
$356K +$330K +13,911 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$345K +$320K +13,497 New
PAM
39
Panagora Asset Management
Massachusetts
$318K +$295K +12,433 New
Goldman Sachs
40
Goldman Sachs
New York
$288K -$483K -20,365 -64%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$272K +$252K +10,618 New
NI
42
NYL Investors
New York
$264K – – –
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$256K – – –
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$251K +$232K +9,793 New
Mitsubishi UFJ Asset Management
45
Mitsubishi UFJ Asset Management
Japan
$248K +$230K +9,704 New
ECM
46
ExodusPoint Capital Management
New York
$247K +$228K +9,633 New
JP Morgan Chase
47
JP Morgan Chase
New York
$195K +$180K +7,607 +190,175%
Simplex Trading
48
Simplex Trading
Illinois
$158K +$147K +6,213 New
UBS Group
49
UBS Group
Switzerland
$144K +$104K +4,405 +360%
MIM
50
MetLife Investment Management
New Jersey
$133K +$123K +5,210 New
1
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FET Hedge Fund Activity: Q2 2023 in Review

72 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q2 2023, worth a combined $166M — up 12% from $149M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FET positions and 14 closed out — a net gain of 7 holders — while 23 added to existing stakes and 16 trimmed.

The largest buyer was BlackRock, adding an estimated $11.8M. The largest seller was Polen Capital Management, exiting entirely with an estimated $3.82M sold.

  • 72 institutional investors held Forum Energy Technologies (FET) as of Q2 2023, up from 65 in Q1 2023.
  • Funds reported $166M of Forum Energy Technologies stock for Q2 2023, up 12% quarter-over-quarter.
  • 21 funds opened new Forum Energy Technologies positions in Q2 2023 and 14 closed out, a net change of +7 holders.
  • The largest Forum Energy Technologies buyer in Q2 2023 was BlackRock, an estimated $11.8M added.
  • The largest Forum Energy Technologies seller in Q2 2023 was Polen Capital Management, an estimated $3.82M sold.

Based on aggregated 13F filings for Q2 2023.