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Forum Energy Technologies

157 hedge funds and large institutions have $1.06B invested in Forum Energy Technologies in 2015 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

974% more call options, than puts

Call options by funds: $247K | Put options by funds: $23K

0.07% more ownership

Funds ownership: 4.76%4.83% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

4% less funds holding

Funds holding: 163157 (-6)

17% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 30

39% less capital invested

Capital invested by funds: $1.73B → $1.06B (-$668M)

Holders
157
Holders Change
-6
Holders Change %
-3.68%
% of All Funds
4.38%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
25
Increased
54
Reduced
54
Closed
30
Calls
$247K
Puts
$23K
Net Calls
+$224K
Net Calls Change
-$958K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$296M
Vanguard Group
2
Vanguard Group
Pennsylvania
$48.2M -$78.2K -255 -0.1%
Invesco
3
Invesco
Georgia
$46.2M +$33.2M +108,164 +133%
T
4
Tinicum
New York
$36.2M +$4.6M +15,000 +11%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$35.7M -$437K -1,425 -1%
CIP
6
Champlain Investment Partners
Vermont
$34M +$12.5M +40,908 +42%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$28.9M +$6.9M +22,528 +23%
VNIM
8
Vaughan Nelson Investment Management
Texas
$28M +$20.7M +67,696 +144%
Wells Fargo
9
Wells Fargo
California
$25.1M -$4.09M -13,351 -11%
SAM
10
Silvercrest Asset Management
New York
$22.8M +$738K +2,408 +3%
HC
11
Hillman Company
Pennsylvania
$22.1M +$27.7M +90,334 New
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$21.8M +$10.8M +35,345 +66%
TCM
13
TimesSquare Capital Management
New York
$21.1M -$2.26M -7,380 -8%
BTW
14
Boston Trust Walden
Massachusetts
$20.5M -$1.46M -4,762 -5%
BFA
15
BlackRock Fund Advisors
California
$20.4M +$184K +599 +0.7%
BIT
16
BlackRock Institutional Trust
California
$20.4M +$2.56M +8,350 +11%
State Street
17
State Street
Massachusetts
$18M +$958K +3,125 +4%
Goldman Sachs
18
Goldman Sachs
New York
$17.3M -$8.74M -28,504 -29%
GKIM
19
GW&K Investment Management
Massachusetts
$16.5M +$362K +1,180 +2%
KCM
20
Kornitzer Capital Management
Kansas
$15.8M -$726K -2,369 -4%
Northern Trust
21
Northern Trust
Illinois
$12.8M +$3.56M +11,623 +28%
SC
22
Sculptor Capital
New York
$11.9M -$4.81M -15,696 -24%
American Century Companies
23
American Century Companies
Missouri
$11.4M +$8.2M +26,743 +134%
GT
24
Glenmede Trust
Pennsylvania
$11.3M +$1.28M +4,183 +10%
Norges Bank
25
Norges Bank
Norway
$11.2M

FET Hedge Fund Activity: Q3 2015 in Review

157 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q3 2015, worth a combined $1.06B — down 39% from $1.73B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of FET and 25 opened new positions — a net loss of 5 holders — while 54 trimmed existing stakes and 54 added.

The largest buyer was Invesco, adding an estimated $33.2M. The largest seller was MSD Partners, exiting entirely with an estimated $21.2M sold.

  • 157 institutional investors held Forum Energy Technologies (FET) as of Q3 2015, down from 163 in Q2 2015.
  • Funds reported $1.06B of Forum Energy Technologies stock for Q3 2015, down 39% quarter-over-quarter.
  • 25 funds opened new Forum Energy Technologies positions in Q3 2015 and 30 closed out, a net change of -5 holders.
  • The largest Forum Energy Technologies buyer in Q3 2015 was Invesco, an estimated $33.2M added.
  • The largest Forum Energy Technologies seller in Q3 2015 was MSD Partners, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2015.