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Forum Energy Technologies

118 hedge funds and large institutions have $2.43B invested in Forum Energy Technologies in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 57 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 37

4% more capital invested

Capital invested by funds: $2.34B → $2.43B (+$83.5M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.05% less ownership

Funds ownership: 4.68%4.63% (-0.05%)

1% less funds holding

Funds holding: 119118 (-1)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

52% less call options, than puts

Call options by funds: $1.38M | Put options by funds: $2.88M

Holders
118
Holders Change
-1
Holders Change %
-0.84%
% of All Funds
3.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
12
Increased
57
Reduced
37
Closed
13
Calls
$1.38M
Puts
$2.88M
Net Calls
-$1.51M
Net Calls Change
+$16K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$1.01B -$170M -300,000 -14%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$107M +$29.8M +52,686 +39%
Vanguard Group
3
Vanguard Group
Pennsylvania
$85.8M +$11.6M +20,565 +16%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$79.5M -$10.8K -19 -0%
T
5
Tinicum
New York
$75.4M
VNIM
6
Vaughan Nelson Investment Management
Texas
$68.2M +$7.94M +14,018 +13%
Goldman Sachs
7
Goldman Sachs
New York
$59.2M +$6.3M +11,119 +12%
Wells Fargo
8
Wells Fargo
California
$49.1M +$12.2M +21,551 +33%
JP Morgan Chase
9
JP Morgan Chase
New York
$47.5M +$17.3M +30,626 +57%
TCM
10
TimesSquare Capital Management
New York
$45M +$6.39M +11,285 +17%
BAMCO Inc
11
BAMCO Inc
New York
$43.4M -$2.64M -4,665 -6%
BTW
12
Boston Trust Walden
Massachusetts
$39.6M -$1.65M -2,921 -4%
MCM
13
Munder Capital Management
Michigan
$39.2M +$4.09M +7,232 +12%
CIP
14
Champlain Investment Partners
Vermont
$34.7M +$6.21M +10,968 +22%
BIT
15
BlackRock Institutional Trust
California
$33.7M +$8.94M +15,784 +36%
PCM
16
Pennant Capital Management
New Jersey
$33.5M -$6.42M -11,345 -16%
BFA
17
BlackRock Fund Advisors
California
$33M +$224K +396 +0.7%
GKIM
18
GW&K Investment Management
Massachusetts
$29.7M +$8.4M +14,843 +39%
WRF
19
Waddell & Reed Financial
Kansas
$29.4M -$9.88M -17,454 -25%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$28.7M +$545K +963 +2%
SAM
21
Silvercrest Asset Management
New York
$25.6M +$4.62M +8,158 +22%
KCM
22
Kornitzer Capital Management
Kansas
$25.4M +$1.63M +2,882 +7%
State Street
23
State Street
Massachusetts
$25.4M -$415K -733 -2%
Mackenzie Financial
24
Mackenzie Financial
Ontario, Canada
$25M +$105K +185 +0.4%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$22.2M +$2.33M +4,123 +12%

FET Hedge Fund Activity: Q4 2013 in Review

118 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q4 2013, worth a combined $2.43B — up 3.6% from $2.34B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of FET and 12 opened new positions — a net loss of 1 holder — while 37 trimmed existing stakes and 57 added.

The largest buyer was Fidelity Investments, adding an estimated $29.8M. The largest seller was SCF Partners, cutting an estimated $170M.

  • 118 institutional investors held Forum Energy Technologies (FET) as of Q4 2013, down from 119 in Q3 2013.
  • Funds reported $2.43B of Forum Energy Technologies stock for Q4 2013, up 3.6% quarter-over-quarter.
  • 12 funds opened new Forum Energy Technologies positions in Q4 2013 and 13 closed out, a net change of -1 holder.
  • The largest Forum Energy Technologies buyer in Q4 2013 was Fidelity Investments, an estimated $29.8M added.
  • The largest Forum Energy Technologies seller in Q4 2013 was SCF Partners, an estimated $170M sold.

Based on aggregated 13F filings for Q4 2013.