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Forum Energy Technologies
FET

153 hedge funds and large institutions have $1.26B invested in Forum Energy Technologies in 2018 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.15B → $1.26B (+$108M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.12% less ownership

Funds ownership: 4.8% → 4.68% (-0.12%)

6% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 54

2% less funds holding

Funds holding: 156 → 153 (-3)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

Holders
153
Holders Change
-3
Holders Change %
-1.92%
% of All Funds
3.5%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
17
Increased
51
Reduced
54
Closed
20
Calls
$481K
Puts
–
Net Calls
+$481K
Net Calls Change
+$517K

Top Buyers

Rank Fund Capital Flow
1
JGC
J. Goldman & Co
New York
+$17.9M
2
JP Morgan Chase
JP Morgan Chase
New York
+$15.3M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$5.49M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$4.8M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.68M

Top Sellers

Rank Fund Capital Flow
1
PWPCM
Perella Weinberg Partners Capital Management
New York
-$12.9M
2
Millennium Management
Millennium Management
New York
-$11.5M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
-$10.3M
4
CAM
Cortina Asset Management
Wisconsin
-$8.22M
5
Aberdeen Group
Aberdeen Group
United Kingdom
-$7.94M
Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
126
Mount Yale Investment Advisors
Colorado
$15K – – –
PFBT
127
Parkside Financial Bank & Trust
Missouri
$14K +$520 +2 +3%
RCAG
128
Rehmann Capital Advisory Group
Michigan
$13.1K -$7.79K -30 -36%
TRCT
129
Tower Research Capital (TRC)
New York
$13K -$15.8K -61 -54%
UBS Group
130
UBS Group
Switzerland
$7K -$42.6K -164 -85%
WA
131
WealthTrust-Arizona
Arizona
$7K -$3.9K -15 -35%
FHA
132
First Horizon Advisors
Tennessee
$7K – – –
FCMT
133
Founders Capital Management (Texas)
Texas
$6K – – –
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$5K -$5.2K -20 -51%
PG
135
Patten Group
Tennessee
$5K +$5.46K +21 New
RFC
136
Regions Financial Corp
Alabama
$5K +$5.46K +21 New
LTFS
137
Ladenburg Thalmann Financial Services
Florida
$4K – – –
NA
138
NewEdge Advisors
Louisiana
$3.92K – – –
AG
139
Advisor Group
Arizona
$3K – – –
FHA
140
Flagship Harbor Advisors
Massachusetts
$3K +$3.38K +13 New
JAM
141
JCIC Asset Management
Ontario, Canada
$2K – – –
YWP
142
YorkBridge Wealth Partners
New York
$2K – – –
CSS
143
Cubist Systematic Strategies
Connecticut
$2K +$1.82K +7 New
Rockefeller Capital Management
144
Rockefeller Capital Management
New York
$2K +$2.08K +8 New
GFP
145
Gryphon Financial Partners
Ohio
$1K -$1.04K -4 -40%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
IA
147
IFP Advisors
Florida
$1K – – –
TCA
148
Tortoise Capital Advisors
Kansas
$1K – – –
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$790 +$779 +3 New
CRM
150
Cramer Rosenthal McGlynn
Connecticut
– -$10.3M -46,779 Closed
3 4 5
6
7

FET Hedge Fund Activity: Q2 2018 in Review

153 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q2 2018, worth a combined $1.26B — up 9.4% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FET and 17 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 51 added.

The largest buyer was J. Goldman & Co, opening a new position worth an estimated $17.9M. The largest seller was Perella Weinberg Partners Capital Management, cutting an estimated $12.9M.

  • 153 institutional investors held Forum Energy Technologies (FET) as of Q2 2018, down from 156 in Q1 2018.
  • Funds reported $1.26B of Forum Energy Technologies stock for Q2 2018, up 9.4% quarter-over-quarter.
  • 17 funds opened new Forum Energy Technologies positions in Q2 2018 and 20 closed out, a net change of -3 holders.
  • The largest Forum Energy Technologies buyer in Q2 2018 was J. Goldman & Co, an estimated $17.9M added.
  • The largest Forum Energy Technologies seller in Q2 2018 was Perella Weinberg Partners Capital Management, an estimated $12.9M sold.

Based on aggregated 13F filings for Q2 2018.