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Forum Energy Technologies
FET

142 hedge funds and large institutions have $1.23B invested in Forum Energy Technologies in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 36 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 36

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

10% more capital invested

Capital invested by funds: $1.12B → $1.23B (+$108M)

0.18% more ownership

Funds ownership: 4.98% → 5.16% (+0.18%)

10% less funds holding

Funds holding: 157 → 142 (-15)

43% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 30

91% less call options, than puts

Call options by funds: $3K | Put options by funds: $32K

Holders
142
Holders Change
-15
Holders Change %
-9.55%
% of All Funds
3.78%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
17
Increased
70
Reduced
36
Closed
30
Calls
$3K
Puts
$32K
Net Calls
-$29K
Net Calls Change
+$1.17M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$13.4M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$7.26M
3
TCM
TimesSquare Capital Management
New York
+$6.7M
4
VNIM
Vaughan Nelson Investment Management
Texas
+$6.34M
5
TAM
TPH Asset Management
Texas
+$6.12M

Top Sellers

Rank Fund Capital Flow
1
GT
Glenmede Trust
Pennsylvania
-$13.9M
2
JP Morgan Chase
JP Morgan Chase
New York
-$9.82M
3
Goldman Sachs
Goldman Sachs
New York
-$7.8M
4
KCM
Kennedy Capital Management
Missouri
-$5.73M
5
Millennium Management
Millennium Management
New York
-$3.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
51
Morgan Stanley
New York
$2.98M +$443K +1,978 +21%
BCM
52
Bridgeway Capital Management
Texas
$2.95M +$1.12M +5,000 +81%
BIM
53
BlackRock Investment Management
Delaware
$2.9M -$4.92K -22 -0.2%
TCIM
54
TIAA CREF Investment Management
New York
$2.52M -$61.5K -275 -3%
AllianceBernstein
55
AllianceBernstein
Tennessee
$2.37M +$1M +4,486 +100%
PP
56
PDT Partners
New York
$2.32M – – –
EGM
57
Engineers Gate Manager
New York
$2.27M +$1.93M +8,608 New
ClearBridge Investments
58
ClearBridge Investments
New York
$1.97M +$580K +2,594 +53%
Hudson Bay Capital Management
59
Hudson Bay Capital Management
Connecticut
$1.88M -$361K -1,615 -18%
RTS
60
Round Table Services
New Jersey
$1.87M – – –
PCM
61
Prelude Capital Management
New York
$1.86M +$1.51M +6,731 +2,244%
Schroder Investment Management Group
62
Schroder Investment Management Group
United Kingdom
$1.81M +$1.56M +6,969 +34,845%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$1.66M +$177K +789 +14%
New York State Common Retirement Fund
64
New York State Common Retirement Fund
New York
$1.46M – – –
Swiss National Bank
65
Swiss National Bank
Switzerland
$1.3M +$215K +960 +23%
TA
66
Teachers Advisors
New York
$1.17M +$8.06K +36 +0.8%
Bank of America
67
Bank of America
North Carolina
$1.15M -$681K -3,043 -41%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$1.15M +$106K +472 +12%
Goldman Sachs
69
Goldman Sachs
New York
$1.14M -$7.8M -34,840 -89%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$1.06M +$138K +616 +18%
California Public Employees Retirement System
71
California Public Employees Retirement System
California
$961K +$437K +1,955 +116%
EAM
72
Eagle Asset Management
Florida
$919K -$6.04K -27 -0.8%
PP
73
Paloma Partners
Connecticut
$896K +$759K +3,393 New
Deutsche Bank
74
Deutsche Bank
Germany
$843K -$1.09M -4,860 -60%
CM
75
CoreCommodity Management
Connecticut
$721K +$275K +1,230 +82%
1 2
3
4 5

FET Hedge Fund Activity: Q1 2016 in Review

142 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q1 2016, worth a combined $1.23B — up 9.6% from $1.12B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FET and 17 opened new positions — a net loss of 13 holders — while 36 trimmed existing stakes and 70 added.

The largest buyer was Fidelity Investments, adding an estimated $13.4M. The largest seller was Glenmede Trust, exiting entirely with an estimated $13.9M sold.

  • 142 institutional investors held Forum Energy Technologies (FET) as of Q1 2016, down from 157 in Q4 2015.
  • Funds reported $1.23B of Forum Energy Technologies stock for Q1 2016, up 9.6% quarter-over-quarter.
  • 17 funds opened new Forum Energy Technologies positions in Q1 2016 and 30 closed out, a net change of -13 holders.
  • The largest Forum Energy Technologies buyer in Q1 2016 was Fidelity Investments, an estimated $13.4M added.
  • The largest Forum Energy Technologies seller in Q1 2016 was Glenmede Trust, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2016.