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Forum Energy Technologies

71 hedge funds and large institutions have $155M invested in Forum Energy Technologies in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $207K | Put options by funds: $110K

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

0.17% more ownership

Funds ownership: 62.98%63.16% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less funds holding

Funds holding: 7271 (-1)

7% less capital invested

Capital invested by funds: $166M → $155M (-$11.2M)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% 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
6
Increased
25
Reduced
21
Closed
7
Calls
$207K
Puts
$110K
Net Calls
+$97K
Net Calls Change
+$97K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$877K -$5.14K -206 -0.6%
QP
27
Quilter Plc
United Kingdom
$838K
N
28
Nuveen
North Carolina
$720K -$341K -13,665 -31%
BCM
29
Bridgeway Capital Management
Texas
$689K -$213K -8,526 -23%
Charles Schwab
30
Charles Schwab
California
$640K
First Trust Advisors
31
First Trust Advisors
Illinois
$615K +$638K +25,591 New
SEI Investments
32
SEI Investments
Pennsylvania
$586K +$97.7K +3,918 +19%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$560K -$58.4K -2,342 -9%
Invesco
34
Invesco
Georgia
$513K +$131K +5,233 +32%
Morgan Stanley
35
Morgan Stanley
New York
$455K +$34.9K +1,399 +8%
Connor, Clark & Lunn Investment Management (CC&L)
36
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$438K +$190K +7,599 +72%
NA
37
NewEdge Advisors
Louisiana
$389K
PAM
38
Panagora Asset Management
Massachusetts
$375K +$79.2K +3,176 +26%
Citadel Advisors
39
Citadel Advisors
Florida
$361K +$375K +15,030 New
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$334K
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$332K +$8.5K +341 +3%
NI
42
NYL Investors
New York
$247K
Adage Capital Partners
43
Adage Capital Partners
Massachusetts
$240K
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$240K +$4.51K +181 +2%
VOYA Investment Management
45
VOYA Investment Management
Georgia
$236K +$245K +9,830 New
Mitsubishi UFJ Asset Management
46
Mitsubishi UFJ Asset Management
Japan
$224K -$9.05K -363 -4%
Barclays
47
Barclays
United Kingdom
$168K +$83.4K +3,344 +92%
JP Morgan Chase
48
JP Morgan Chase
New York
$167K -$15.9K -639 -8%
Simplex Trading
49
Simplex Trading
Illinois
$158K +$9.43K +378 +6%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$132K +$42.4K +1,700 +45%

FET Hedge Fund Activity: Q3 2023 in Review

71 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q3 2023, worth a combined $155M — down 6.7% from $166M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FET and 6 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 25 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $2.86M. The largest seller was Mackay Shields LLC, cutting an estimated $1.66M.

  • 71 institutional investors held Forum Energy Technologies (FET) as of Q3 2023, down from 72 in Q2 2023.
  • Funds reported $155M of Forum Energy Technologies stock for Q3 2023, down 6.7% quarter-over-quarter.
  • 6 funds opened new Forum Energy Technologies positions in Q3 2023 and 7 closed out, a net change of -1 holder.
  • The largest Forum Energy Technologies buyer in Q3 2023 was Hotchkis & Wiley Capital Management, an estimated $2.86M added.
  • The largest Forum Energy Technologies seller in Q3 2023 was Mackay Shields LLC, an estimated $1.66M sold.

Based on aggregated 13F filings for Q3 2023.