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Forum Energy Technologies

118 hedge funds and large institutions have $2.43B invested in Forum Energy Technologies in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

4% more capital invested

Capital invested by funds: $2.34B → $2.43B (+$83.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.05% less ownership

Funds ownership: 4.68%4.63% (-0.05%)

1% less funds holding

Funds holding: 119118 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

52% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $2.88M

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
57
Reduced
37
Closed
13
Calls
$1.38M
Puts
$2.88M
Net Calls
-$1.51M
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$4.03M +$3.47M +6,120 +608%
EOCM
52
Energy Opportunities Capital Management
Texas
$3.78M -$1.45M -2,555 -28%
FMP
53
Financial Management Professionals
Texas
$3.48M +$3.48M +6,150 New
RTS
54
Round Table Services
New Jersey
$3.4M +$2.03M +3,577 +147%
Charles Schwab
55
Charles Schwab
California
$3.17M +$378K +667 +14%
EAM
56
Eagle Asset Management
Florida
$3.02M +$399K +704 +15%
USAA
57
United Services Automobile Association
Texas
$2.82M +$2.82M +4,985 New
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$2.17M +$865K +1,527 +66%
CS
59
Credit Suisse
Switzerland
$2.07M +$1.33M +2,348 +178%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.01M +$11.3K +20 +0.6%
FWIA
61
Fort Washington Investment Advisors
Ohio
$1.95M -$452K -799 -19%
BA
62
BlackRock Advisors
Delaware
$1.87M +$83.2K +147 +5%
Canada Life
63
Canada Life
Manitoba, Canada
$1.71M +$56.6K +100 +3%
TA
64
Teachers Advisors
New York
$1.62M +$91.7K +162 +6%
NFA
65
Nationwide Fund Advisors
Ohio
$1.6M -$47.6K -84 -3%
Bank of America
66
Bank of America
North Carolina
$1.4M -$112K -197 -7%
Barclays
67
Barclays
United Kingdom
$1.31M +$521K +921 +65%
RFC
68
Russell Frank Company
Washington
$1.3M +$1.3M +2,291 +793%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$1.28M -$51.5K -91 -4%
Swiss National Bank
70
Swiss National Bank
Switzerland
$1.21M +$176K +310 +17%
FMT
71
First Mercantile Trust
Tennessee
$1.14M
LCM
72
Laurion Capital Management
New York
$1.13M +$1.13M +2,001 New
Morgan Stanley
73
Morgan Stanley
New York
$1.07M -$658K -1,162 -38%
First Trust Advisors
74
First Trust Advisors
Illinois
$1.02M +$98.5K +174 +11%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$1M -$142K -250 -12%

FET Hedge Fund Activity: Q4 2013 in Review

118 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q4 2013, worth a combined $2.43B — up 3.6% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FET and 12 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 57 added.

The largest buyer was Fidelity Investments, adding an estimated $29.8M. The largest seller was SCF Partners, cutting an estimated $170M.

  • 118 institutional investors held Forum Energy Technologies (FET) as of Q4 2013, down from 119 in Q3 2013.
  • Funds reported $2.43B of Forum Energy Technologies stock for Q4 2013, up 3.6% quarter-over-quarter.
  • 12 funds opened new Forum Energy Technologies positions in Q4 2013 and 13 closed out, a net change of -1 holder.
  • The largest Forum Energy Technologies buyer in Q4 2013 was Fidelity Investments, an estimated $29.8M added.
  • The largest Forum Energy Technologies seller in Q4 2013 was SCF Partners, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2013.