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Forum Energy Technologies

156 hedge funds and large institutions have $1.15B invested in Forum Energy Technologies in 2018 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 19

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

8% more funds holding

Funds holding: 145156 (+11)

0.09% more ownership

Funds ownership: 4.71%4.8% (+0.09%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

28% less capital invested

Capital invested by funds: $1.58B → $1.15B (-$438M)

97% less call options, than puts

Call options by funds: $1K | Put options by funds: $37K

Holders
156
Holders Change
+11
Holders Change %
+7.59%
% of All Funds
3.57%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
32
Increased
53
Reduced
45
Closed
19
Calls
$1K
Puts
$37K
Net Calls
-$36K
Net Calls Change
+$312K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$226M
Vanguard Group
2
Vanguard Group
Pennsylvania
$74M +$2.69M +9,644 +3%
Aberdeen Group
3
Aberdeen Group
United Kingdom
$61.7M +$11.7M +42,000 +18%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61.4M +$6.91M +24,782 +10%
BlackRock
5
BlackRock
New York
$59.3M +$830K +2,978 +1%
VNIM
6
Vaughan Nelson Investment Management
Texas
$50.4M -$1.84M -6,613 -3%
Invesco
7
Invesco
Georgia
$33.8M +$1.74M +6,240 +4%
SAM
8
Silvercrest Asset Management
New York
$30.3M +$704K +2,528 +2%
T
9
Tinicum
New York
$29.3M
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$29.2M -$721K -2,586 -2%
Millennium Management
11
Millennium Management
New York
$27.2M +$34.5M +123,722 New
HC
12
Hillman Company
Pennsylvania
$26M
State Street
13
State Street
Massachusetts
$25.4M +$2.88M +10,329 +10%
Boston Partners
14
Boston Partners
Massachusetts
$19.4M +$10.9M +39,119 +79%
PWPCM
15
Perella Weinberg Partners Capital Management
New York
$18.7M +$23.7M +85,132 New
SI
16
Sapience Investments
California
$17.3M +$2.67M +9,593 +14%
AllianceBernstein
17
AllianceBernstein
Tennessee
$17.2M -$1.81M -6,509 -8%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$17.1M +$2.7M +9,676 +14%
Northern Trust
19
Northern Trust
Illinois
$15.9M +$194K +696 +1%
WRF
20
Waddell & Reed Financial
Kansas
$14.7M -$672K -2,410 -3%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$13.8M +$17.5M +62,766 New
Neuberger Berman Group
22
Neuberger Berman Group
New York
$11.7M +$14.8M +53,017 New
CAM
23
Cortina Asset Management
Wisconsin
$11.5M -$707K -2,536 -5%
ClearBridge Investments
24
ClearBridge Investments
New York
$10.5M -$534K -1,916 -4%
Wells Fargo
25
Wells Fargo
California
$10.3M +$699K +2,508 +6%

FET Hedge Fund Activity: Q1 2018 in Review

156 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q1 2018, worth a combined $1.15B — down 28% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FET positions and 19 closed out — a net gain of 13 holders — while 53 added to existing stakes and 45 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $34.5M. The largest seller was Jennison Associates, exiting entirely with an estimated $39.9M sold.

  • 156 institutional investors held Forum Energy Technologies (FET) as of Q1 2018, up from 145 in Q4 2017.
  • Funds reported $1.15B of Forum Energy Technologies stock for Q1 2018, down 28% quarter-over-quarter.
  • 32 funds opened new Forum Energy Technologies positions in Q1 2018 and 19 closed out, a net change of +13 holders.
  • The largest Forum Energy Technologies buyer in Q1 2018 was Millennium Management, an estimated $34.5M added.
  • The largest Forum Energy Technologies seller in Q1 2018 was Jennison Associates, an estimated $39.9M sold.

Based on aggregated 13F filings for Q1 2018.