Forum Energy Technologies
FET
78 hedge funds and large institutions have $130M invested in Forum Energy Technologies in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 11 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 18
0.2% less ownership
Funds ownership: 62.24% → 62.05% (-0.2%)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
1% less funds holding
Funds holding: 79 → 78 (-1)
16% less capital invested
Capital invested by funds: $154M → $130M (-$24.3M)
48% less call options, than puts
Call options by funds: $14K | Put options by funds: $27K
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| 1 |
BlackRock
New York
|
+$1.81M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$736K |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$653K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$642K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$478K |
Top Sellers
| 1 |
NM
Newtyn Management
New York
|
-$3.3M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$698K |
| 3 |
MSL
Mackay Shields LLC
New York
|
-$574K |
| 4 |
IWA
Icon Wealth Advisors
Houston,
Texas
|
-$520K |
| 5 |
CCP
Cyrus Capital Partners
New York
|
-$388K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RIL
76
Rothschild Investment LLC
Chicago,
Illinois
| $84 | +$92 | +5 | New |
|
|
CCP
77
Cyrus Capital Partners
New York
| – | -$388K | -19,433 | Closed |
|
78
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$348K | -17,436 | Closed |
|
|
B
79
Bailard
Foster City,
California
| – | -$276K | -13,800 | Closed |
|
80
T. Rowe Price Associates
Baltimore,
Maryland
| – | -$210K | -10,507 | Closed |
|
|
AIG
81
American International Group
New York
| – | -$95.2K | -4,765 | Closed |
|
82
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$73.5K | -3,681 | Closed |
|
|
MLICM
83
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$10.8K | -540 | Closed |
|
|
HT
84
Headlands Technologies
Chicago,
Illinois
| – | -$4.7K | -235 | Closed |
|
|
PWMG
85
Private Wealth Management Group
Princeton,
New Jersey
| – | -$920 | -46 | Closed |
|
|
CPG
86
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$556 | -30 | Closed |
|
|
AWM
87
Avior Wealth Management
Omaha,
Nebraska
| – | -$39 | -2 | Closed |
|
|
AW
88
Avion Wealth
The Woodlands,
Texas
| – | +$497 | +27 | New |
|
FET Hedge Fund Activity: Q2 2024 in Review
78 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q2 2024, worth a combined $130M — down 16% from $154M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of FET and 10 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 32 added.
The largest buyer was BlackRock, adding an estimated $1.81M. The largest seller was Newtyn Management, cutting an estimated $3.3M.
- 78 institutional investors held Forum Energy Technologies (FET) as of Q2 2024, down from 79 in Q1 2024.
- Funds reported $130M of Forum Energy Technologies stock for Q2 2024, down 16% quarter-over-quarter.
- 10 funds opened new Forum Energy Technologies positions in Q2 2024 and 11 closed out, a net change of -1 holder.
- The largest Forum Energy Technologies buyer in Q2 2024 was BlackRock, an estimated $1.81M added.
- The largest Forum Energy Technologies seller in Q2 2024 was Newtyn Management, an estimated $3.3M sold.
Based on aggregated 13F filings for Q2 2024.