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Forum Energy Technologies

182 hedge funds and large institutions have $2.15B invested in Forum Energy Technologies in 2016 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 54 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

28% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 54

14% more capital invested

Capital invested by funds: $1.88B → $2.15B (+$269M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

12% more funds holding

Funds holding: 162182 (+20)

0.07% less ownership

Funds ownership: 5.21%5.14% (-0.07%)

6% less call options, than puts

Call options by funds: $506K | Put options by funds: $536K

Holders
182
Holders Change
+20
Holders Change %
+12.35%
% of All Funds
4.55%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.22%
New
38
Increased
69
Reduced
54
Closed
18
Calls
$506K
Puts
$536K
Net Calls
-$30K
Net Calls Change
+$334K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
51
Bank of New York Mellon
New York
$9.03M +$276K +660 +3%
Charles Schwab
52
Charles Schwab
California
$8.47M +$436K +1,044 +6%
NA
53
NewEdge Advisors
Louisiana
$7.86M
Point72 Asset Management
54
Point72 Asset Management
Connecticut
$7.37M -$2.36M -5,637 -25%
PPA
55
Parametric Portfolio Associates
Washington
$6.54M +$1.04M +2,496 +20%
AAMU
56
Amundi Asset Management US
Massachusetts
$6.41M +$1.89M +4,520 +45%
FMP
57
Financial Management Professionals
Texas
$6.23M
Balyasny Asset Management
58
Balyasny Asset Management
Illinois
$5.81M +$5.52M +13,205 New
BIM
59
BlackRock Investment Management
Delaware
$5.36M -$46.8K -112 -0.9%
Bank of America
60
Bank of America
North Carolina
$5.13M +$1.87M +4,476 +62%
RA
61
Royce & Associates
New York
$5.04M -$1.76M -4,220 -27%
BCM
62
Bridgeway Capital Management
Texas
$4.94M +$23K +55 +0.5%
SCM
63
SIR Capital Management
New York
$4.91M +$4.67M +11,165 New
JP Morgan Chase
64
JP Morgan Chase
New York
$4.62M +$4.39M +10,496 New
SI
65
Sapience Investments
California
$4.08M +$3.87M +9,261 New
Natixis Advisors
66
Natixis Advisors
Massachusetts
$3.93M +$1.26M +3,003 +51%
NIP
67
Nicholas Investment Partners
California
$3.82M +$3.63M +8,678 New
TCIM
68
TIAA CREF Investment Management
New York
$3.77M -$267K -639 -7%
SEI Investments
69
SEI Investments
Pennsylvania
$3.5M -$617K -1,476 -16%
GCM
70
GeoSphere Capital Management
Florida
$3.47M -$884K -2,115 -21%
ANRF
71
Adams Natural Resources Fund
Maryland
$3.34M +$3.18M +7,600 New
MIM
72
Monashee Investment Management
Massachusetts
$3.3M +$3.13M +7,500 New
PP
73
PDT Partners
New York
$3.17M +$18.8K +45 +0.6%
HS
74
HighVista Strategies
Massachusetts
$3.06M +$2.91M +6,960 New
RTS
75
Round Table Services
New Jersey
$2.94M -$166K -397 -6%

FET Hedge Fund Activity: Q4 2016 in Review

182 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q4 2016, worth a combined $2.15B — up 14% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new FET positions and 18 closed out — a net gain of 20 holders — while 69 added to existing stakes and 54 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $18.8M. The largest seller was SCF Partners, cutting an estimated $77.8M.

  • 182 institutional investors held Forum Energy Technologies (FET) as of Q4 2016, up from 162 in Q3 2016.
  • Funds reported $2.15B of Forum Energy Technologies stock for Q4 2016, up 14% quarter-over-quarter.
  • 38 funds opened new Forum Energy Technologies positions in Q4 2016 and 18 closed out, a net change of +20 holders.
  • The largest Forum Energy Technologies buyer in Q4 2016 was AllianceBernstein, an estimated $18.8M added.
  • The largest Forum Energy Technologies seller in Q4 2016 was SCF Partners, an estimated $77.8M sold.

Based on aggregated 13F filings for Q4 2016.