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Forum Energy Technologies

142 hedge funds and large institutions have $1.05B invested in Forum Energy Technologies in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 4.68%4.65% (-0.03%)

7% less funds holding

Funds holding: 153142 (-11)

12% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 50

16% less capital invested

Capital invested by funds: $1.26B → $1.05B (-$206M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

40% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 25

Holders
142
Holders Change
-11
Holders Change %
-7.19%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
15
Increased
44
Reduced
50
Closed
25
Calls
$76K
Puts
Net Calls
+$76K
Net Calls Change
-$405K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$213M
Vanguard Group
2
Vanguard Group
Pennsylvania
$72.6M +$1.51M +6,403 +2%
BlackRock
3
BlackRock
New York
$60.4M +$2.46M +10,424 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$59.4M -$1.2M -5,105 -2%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$53.9M +$2.61M +11,092 +4%
VNIM
6
Vaughan Nelson Investment Management
Texas
$39.7M -$2.42M -10,287 -5%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$32.4M +$6.24M +26,490 +20%
Invesco
8
Invesco
Georgia
$31.4M -$277K -1,175 -0.8%
SAM
9
Silvercrest Asset Management
New York
$30.1M +$543K +2,303 +2%
T
10
Tinicum
New York
$27.6M
State Street
11
State Street
Massachusetts
$25.8M -$517K -2,196 -2%
HC
12
Hillman Company
Pennsylvania
$24.4M
JP Morgan Chase
13
JP Morgan Chase
New York
$22.4M +$9.94M +42,177 +64%
Boston Partners
14
Boston Partners
Massachusetts
$18.3M -$662K -2,811 -3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$17.8M +$12.2M +51,670 +151%
SI
16
Sapience Investments
California
$17.7M +$4.31M +18,291 +27%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$17.3M +$3.14M +13,343 +19%
Northern Trust
18
Northern Trust
Illinois
$14.9M -$708K -3,004 -4%
Wells Fargo
19
Wells Fargo
California
$14.6M +$4.66M +19,763 +39%
GIP
20
Granite Investment Partners
California
$13.2M +$932K +3,956 +7%
PCM
21
Palisade Capital Management
New Jersey
$13.1M +$4.48M +19,003 +43%
WRF
22
Waddell & Reed Financial
Kansas
$12.4M -$746K -3,165 -5%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$11.8M -$892K -3,788 -6%
Bank of America
24
Bank of America
North Carolina
$11.4M +$2.54M +10,770 +24%
Millennium Management
25
Millennium Management
New York
$11.1M -$6.05M -25,679 -32%

FET Hedge Fund Activity: Q3 2018 in Review

142 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q3 2018, worth a combined $1.05B — down 16% from $1.26B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of FET and 15 opened new positions — a net loss of 10 holders — while 50 trimmed existing stakes and 44 added.

The largest buyer was Fidelity Investments, adding an estimated $12.2M. The largest seller was J. Goldman & Co, exiting entirely with an estimated $17M sold.

  • 142 institutional investors held Forum Energy Technologies (FET) as of Q3 2018, down from 153 in Q2 2018.
  • Funds reported $1.05B of Forum Energy Technologies stock for Q3 2018, down 16% quarter-over-quarter.
  • 15 funds opened new Forum Energy Technologies positions in Q3 2018 and 25 closed out, a net change of -10 holders.
  • The largest Forum Energy Technologies buyer in Q3 2018 was Fidelity Investments, an estimated $12.2M added.
  • The largest Forum Energy Technologies seller in Q3 2018 was J. Goldman & Co, an estimated $17M sold.

Based on aggregated 13F filings for Q3 2018.