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Forum Energy Technologies

72 hedge funds and large institutions have $146M invested in Forum Energy Technologies in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1% more funds holding

Funds holding: 7172 (+1)

0.72% more ownership

Funds ownership: 63.16%63.88% (+0.72%)

6% less capital invested

Capital invested by funds: $155M → $146M (-$9.56M)

35% less call options, than puts

Call options by funds: $95K | Put options by funds: $146K

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
30
Reduced
20
Closed
7
Calls
$95K
Puts
$146K
Net Calls
-$51K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Advisers
26
Two Sigma Advisers
New York
$736K -$177K -7,900 -19%
Two Sigma Investments
27
Two Sigma Investments
New York
$725K -$200K -8,900 -21%
BCM
28
Bridgeway Capital Management
Texas
$648K +$12.9K +576 +2%
Charles Schwab
29
Charles Schwab
California
$591K
First Trust Advisors
30
First Trust Advisors
Illinois
$584K +$16.6K +739 +3%
SEI Investments
31
SEI Investments
Pennsylvania
$551K +$11K +492 +2%
CA
32
Clearstead Advisors
Ohio
$443K -$449K -20,000 -50%
Barclays
33
Barclays
United Kingdom
$435K +$283K +12,614 +181%
PAM
34
Panagora Asset Management
Massachusetts
$417K +$71.5K +3,186 +20%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$384K -$134K -5,976 -26%
Invesco
36
Invesco
Georgia
$383K -$92.4K -4,117 -19%
NA
37
NewEdge Advisors
Louisiana
$359K
Goldman Sachs
38
Goldman Sachs
New York
$340K +$344K +15,333 New
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$304K -$3.05K -136 -1%
VOYA Investment Management
40
VOYA Investment Management
Georgia
$290K +$73.1K +3,258 +33%
PEP
41
Pickering Energy Partners
Texas
$279K +$283K +12,590 New
JP Morgan Chase
42
JP Morgan Chase
New York
$253K +$100K +4,455 +64%
Connor, Clark & Lunn Investment Management (CC&L)
43
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$249K -$157K -6,979 -38%
UBS Group
44
UBS Group
Switzerland
$240K +$122K +5,423 +100%
NI
45
NYL Investors
New York
$228K
T. Rowe Price Associates
46
T. Rowe Price Associates
Maryland
$224K +$2.04K +91 +0.9%
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$222K
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$148K +$27.1K +1,206 +22%
SG Americas Securities
49
SG Americas Securities
New York
$118K +$13K +581 +12%
MIM
50
MetLife Investment Management
New Jersey
$116K

FET Hedge Fund Activity: Q4 2023 in Review

72 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q4 2023, worth a combined $146M — down 6.2% from $155M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FET positions and 7 closed out — a net gain of 2 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24M. The largest seller was State Street, cutting an estimated $1.32M.

  • 72 institutional investors held Forum Energy Technologies (FET) as of Q4 2023, up from 71 in Q3 2023.
  • Funds reported $146M of Forum Energy Technologies stock for Q4 2023, down 6.2% quarter-over-quarter.
  • 9 funds opened new Forum Energy Technologies positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest Forum Energy Technologies buyer in Q4 2023 was BlackRock, an estimated $1.24M added.
  • The largest Forum Energy Technologies seller in Q4 2023 was State Street, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2023.