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Forum Energy Technologies

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: 44 (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: 156153 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$254M
Vanguard Group
2
Vanguard Group
Pennsylvania
$85.1M +$2.16M +8,303 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$72.1M +$3.31M +12,723 +5%
BlackRock
4
BlackRock
New York
$69.5M +$3.02M +11,632 +4%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$61.7M -$7.94M -30,555 -11%
VNIM
6
Vaughan Nelson Investment Management
Texas
$49.9M -$6.99M -26,918 -12%
Invesco
7
Invesco
Georgia
$37.8M -$180K -693 -0.5%
SAM
8
Silvercrest Asset Management
New York
$35.4M +$1.37M +5,281 +4%
T
9
Tinicum
New York
$32.9M
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$32.1M -$683K -2,629 -2%
State Street
11
State Street
Massachusetts
$31.4M +$3.02M +11,615 +10%
HC
12
Hillman Company
Pennsylvania
$29.2M
Boston Partners
13
Boston Partners
Massachusetts
$22.6M +$766K +2,950 +3%
Millennium Management
14
Millennium Management
New York
$19.6M -$11.5M -44,431 -36%
Northern Trust
15
Northern Trust
Illinois
$18.6M +$760K +2,927 +4%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$17.3M -$1.95M -7,496 -10%
JGC
17
J. Goldman & Co
New York
$17M +$17.9M +68,928 New
SI
18
Sapience Investments
California
$16.6M -$2.89M -11,116 -14%
JP Morgan Chase
19
JP Morgan Chase
New York
$16.3M +$15.3M +58,722 +822%
WRF
20
Waddell & Reed Financial
Kansas
$15.6M -$923K -3,553 -5%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$15M -$533K -2,053 -3%
GIP
22
Granite Investment Partners
California
$14.8M +$3.79M +14,599 +32%
AllianceBernstein
23
AllianceBernstein
Tennessee
$14.7M -$4.84M -18,649 -24%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$13.1M -$5.2K -20 -0%
Wells Fargo
25
Wells Fargo
California
$12.5M +$965K +3,715 +8%

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.