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Forum Energy Technologies
FET

122 hedge funds and large institutions have $2.71B invested in Forum Energy Technologies in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

19% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $1.16M

12% more capital invested

Capital invested by funds: $2.43B → $2.71B (+$286M)

3% more funds holding

Funds holding: 118 → 122 (+4)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

0.08% more ownership

Funds ownership: 4.63% → 4.72% (+0.08%)

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
43
Reduced
42
Closed
17
Calls
$1.38M
Puts
$1.16M
Net Calls
+$221K
Net Calls Change
+$1.73M

Top Buyers

Rank Fund Capital Flow
1
CIP
Champlain Investment Partners
Vermont
+$37.7M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$37.1M
3
CI
Cambiar Investors
Colorado
+$24.2M
4
Millennium Management
Millennium Management
New York
+$19M
5
SCA
SAC Capital Advisors
Connecticut
+$15.9M

Top Sellers

Rank Fund Capital Flow
1
MCM
Munder Capital Management
Michigan
-$39.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$23M
3
JP Morgan Chase
JP Morgan Chase
New York
-$16.4M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$14.5M
5
WC
Weatherbie Capital
Massachusetts
-$8.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCMU
51
BlueCrest Capital Management (UK)
Guernsey
$4.33M +$3.8M +6,997 New
EAM
52
Eagle Asset Management
Florida
$4.09M +$682K +1,257 +24%
EOCM
53
Energy Opportunities Capital Management
Texas
$4.08M -$60.2K -111 -2%
BIM
54
BlackRock Investment Management
Delaware
$3.76M -$2.2M -4,049 -40%
RTS
55
Round Table Services
New Jersey
$3.73M – – –
Charles Schwab
56
Charles Schwab
California
$3.71M +$206K +379 +7%
Fidelity International
57
Fidelity International
Bermuda
$2.36M +$2.07M +3,815 New
SCM
58
Sigma Capital Management
Connecticut
$2.32M +$2.04M +3,750 New
UBS AM
59
UBS AM
Illinois
$2.31M +$1.62M +2,994 +405%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.22M +$10.9K +20 +0.6%
GH
61
GAM Holding
Switzerland
$1.94M +$1.7M +3,125 New
CS
62
Credit Suisse
Switzerland
$1.8M -$414K -762 -21%
TA
63
Teachers Advisors
New York
$1.78M – – –
NFA
64
Nationwide Fund Advisors
Ohio
$1.73M -$21.2K -39 -1%
Swiss National Bank
65
Swiss National Bank
Switzerland
$1.71M +$336K +620 +29%
Canada Life
66
Canada Life
Manitoba, Canada
$1.65M -$182K -335 -11%
First Trust Advisors
67
First Trust Advisors
Illinois
$1.59M +$416K +767 +43%
ZCM
68
Zebra Capital Management
Connecticut
$1.46M +$578K +1,065 +82%
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$1.42M -$838K -1,545 -40%
MIU
70
Man Investments (UK)
United Kingdom
$1.35M +$1.19M +2,185 New
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$1.33M -$68.4K -126 -6%
ProShare Advisors
72
ProShare Advisors
Maryland
$1.23M +$1.08M +1,991 New
GC
73
Guggenheim Capital
Illinois
$1.22M +$1.07M +1,973 New
FMT
74
First Mercantile Trust
Tennessee
$1.13M -$109K -200 -10%
California Public Employees Retirement System
75
California Public Employees Retirement System
California
$1.1M – – –
1 2
3
4 5

FET Hedge Fund Activity: Q1 2014 in Review

122 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q1 2014, worth a combined $2.71B — up 12% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FET positions and 17 closed out — a net gain of 6 holders — while 43 added to existing stakes and 42 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $37.7M. The largest seller was Munder Capital Management, exiting entirely with an estimated $39.2M sold.

  • 122 institutional investors held Forum Energy Technologies (FET) as of Q1 2014, up from 118 in Q4 2013.
  • Funds reported $2.71B of Forum Energy Technologies stock for Q1 2014, up 12% quarter-over-quarter.
  • 23 funds opened new Forum Energy Technologies positions in Q1 2014 and 17 closed out, a net change of +6 holders.
  • The largest Forum Energy Technologies buyer in Q1 2014 was Champlain Investment Partners, an estimated $37.7M added.
  • The largest Forum Energy Technologies seller in Q1 2014 was Munder Capital Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q1 2014.