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Forum Energy Technologies

79 hedge funds and large institutions have $154M invested in Forum Energy Technologies in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 25 increasing their positions, 24 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

10% more funds holding

Funds holding: 7279 (+7)

6% more capital invested

Capital invested by funds: $146M → $154M (+$8.34M)

4% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 24

1.63% less ownership

Funds ownership: 63.88%62.24% (-1.6%)

Holders
79
Holders Change
+7
Holders Change %
+9.72%
% of All Funds
1.14%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
12
Increased
25
Reduced
24
Closed
5
Calls
$93K
Puts
Net Calls
+$93K
Net Calls Change
+$144K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$731K -$32.5K -1,648 -4%
N
27
Nuveen
North Carolina
$716K
First Trust Advisors
28
First Trust Advisors
Illinois
$649K +$121K +6,149 +23%
Two Sigma Advisers
29
Two Sigma Advisers
New York
$593K -$69K -3,500 -11%
Two Sigma Investments
30
Two Sigma Investments
New York
$569K -$83.5K -4,235 -13%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$566K -$504K -25,538 -47%
Charles Schwab
32
Charles Schwab
California
$532K
Morgan Stanley
33
Morgan Stanley
New York
$441K -$615K -31,170 -59%
PAM
34
Panagora Asset Management
Massachusetts
$441K +$64.2K +3,256 +17%
CCP
35
Cyrus Capital Partners
New York
$388K -$401K -20,326 -51%
PEP
36
Pickering Energy Partners
Texas
$383K +$130K +6,586 +52%
CA
37
Clearstead Advisors
Ohio
$365K
SEI Investments
38
SEI Investments
Pennsylvania
$361K -$134K -6,800 -27%
JP Morgan Chase
39
JP Morgan Chase
New York
$349K +$119K +6,045 +53%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$348K +$1.93K +98 +0.6%
Barclays
41
Barclays
United Kingdom
$331K -$60.3K -3,059 -16%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$281K +$6.79K +344 +3%
Squarepoint
43
Squarepoint
New York
$277K +$274K +13,867 New
B
44
Bailard
California
$276K +$272K +13,800 New
VOYA Investment Management
45
VOYA Investment Management
Georgia
$249K -$12.2K -618 -5%
Citadel Advisors
46
Citadel Advisors
Florida
$233K +$166K +8,429 +262%
Jane Street
47
Jane Street
New York
$222K +$219K +11,097 New
EF
48
Empowered Funds
Pennsylvania
$221K +$218K +11,068 New
T. Rowe Price Associates
49
T. Rowe Price Associates
Maryland
$210K +$8.72K +442 +4%
Acadian Asset Management
50
Acadian Asset Management
Massachusetts
$206K -$468K -23,744 -70%

FET Hedge Fund Activity: Q1 2024 in Review

79 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q1 2024, worth a combined $154M — up 5.7% from $146M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new FET positions and 5 closed out — a net gain of 7 holders — while 25 added to existing stakes and 24 trimmed.

The largest buyer was SCF Partners, opening a new position worth an estimated $16.4M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $3.52M.

  • 79 institutional investors held Forum Energy Technologies (FET) as of Q1 2024, up from 72 in Q4 2023.
  • Funds reported $154M of Forum Energy Technologies stock for Q1 2024, up 5.7% quarter-over-quarter.
  • 12 funds opened new Forum Energy Technologies positions in Q1 2024 and 5 closed out, a net change of +7 holders.
  • The largest Forum Energy Technologies buyer in Q1 2024 was SCF Partners, an estimated $16.4M added.
  • The largest Forum Energy Technologies seller in Q1 2024 was Hotchkis & Wiley Capital Management, an estimated $3.52M sold.

Based on aggregated 13F filings for Q1 2024.