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Forum Energy Technologies

122 hedge funds and large institutions have $2.71B invested in Forum Energy Technologies in 2014 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

35% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 17

19% more call options, than puts

Call options by funds: $1.38M | Put options by funds: $1.16M

12% more capital invested

Capital invested by funds: $2.43B → $2.71B (+$286M)

3% more funds holding

Funds holding: 118122 (+4)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

0.08% more ownership

Funds ownership: 4.63%4.72% (+0.08%)

Holders
122
Holders Change
+4
Holders Change %
+3.39%
% of All Funds
3.52%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
23
Increased
43
Reduced
42
Closed
17
Calls
$1.38M
Puts
$1.16M
Net Calls
+$221K
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$1.11B
Vanguard Group
2
Vanguard Group
Pennsylvania
$97.5M +$3.01M +5,545 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$90.8M -$23M -42,301 -22%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$84.4M -$2.41M -4,450 -3%
T
5
Tinicum
New York
$82.6M
CIP
6
Champlain Investment Partners
Vermont
$81M +$37.7M +69,442 +113%
VNIM
7
Vaughan Nelson Investment Management
Texas
$80.1M +$4.71M +8,685 +7%
Goldman Sachs
8
Goldman Sachs
New York
$71.3M +$5.61M +10,335 +10%
Wells Fargo
9
Wells Fargo
California
$62.6M +$7.71M +14,208 +16%
CI
10
Cambiar Investors
Colorado
$48.3M +$24.2M +44,618 +134%
BAMCO Inc
11
BAMCO Inc
New York
$47.9M +$274K +505 +0.7%
TCM
12
TimesSquare Capital Management
New York
$45.8M -$3.11M -5,740 -7%
BTW
13
Boston Trust Walden
Massachusetts
$43.3M -$102K -188 -0.3%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$42.4M +$37.1M +68,426 New
BIT
15
BlackRock Institutional Trust
California
$38.3M +$1.17M +2,156 +4%
BFA
16
BlackRock Fund Advisors
California
$36.3M +$119K +220 +0.4%
PCM
17
Pennant Capital Management
New Jersey
$34.1M -$2.31M -4,250 -7%
JP Morgan Chase
18
JP Morgan Chase
New York
$33.3M -$16.4M -30,297 -36%
GKIM
19
GW&K Investment Management
Massachusetts
$32.7M +$154K +284 +0.5%
SAM
20
Silvercrest Asset Management
New York
$31.1M +$2.69M +4,958 +11%
WRF
21
Waddell & Reed Financial
Kansas
$31M -$1.07M -1,980 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$30.3M -$977K -1,800 -4%
KCM
23
Kornitzer Capital Management
Kansas
$28.6M +$660K +1,217 +3%
State Street
24
State Street
Massachusetts
$27.4M -$395K -727 -2%
SIMG
25
Stephens Investment Management Group
Texas
$26.3M +$3.55M +6,533 +18%

FET Hedge Fund Activity: Q1 2014 in Review

122 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q1 2014, worth a combined $2.71B — up 12% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new FET positions and 17 closed out — a net gain of 6 holders — while 43 added to existing stakes and 42 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $37.7M. The largest seller was Munder Capital Management, exiting entirely with an estimated $39.2M sold.

  • 122 institutional investors held Forum Energy Technologies (FET) as of Q1 2014, up from 118 in Q4 2013.
  • Funds reported $2.71B of Forum Energy Technologies stock for Q1 2014, up 12% quarter-over-quarter.
  • 23 funds opened new Forum Energy Technologies positions in Q1 2014 and 17 closed out, a net change of +6 holders.
  • The largest Forum Energy Technologies buyer in Q1 2014 was Champlain Investment Partners, an estimated $37.7M added.
  • The largest Forum Energy Technologies seller in Q1 2014 was Munder Capital Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q1 2014.