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Forum Energy Technologies

132 hedge funds and large institutions have $410M invested in Forum Energy Technologies in 2018 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 41 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 41

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.05% less ownership

Funds ownership: 4.65%4.6% (-0.05%)

7% less funds holding

Funds holding: 142132 (-10)

27% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 33

61% less capital invested

Capital invested by funds: $1.05B → $410M (-$639M)

Holders
132
Holders Change
-10
Holders Change %
-7.04%
% of All Funds
2.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
24
Increased
44
Reduced
41
Closed
33
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$84.8M
Vanguard Group
2
Vanguard Group
Pennsylvania
$29.3M +$584K +3,868 +1%
BlackRock
3
BlackRock
New York
$24.5M +$694K +4,595 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$24.1M +$825K +5,465 +2%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$17.9M -$5.51M -36,502 -14%
PWPCM
6
Perella Weinberg Partners Capital Management
New York
$16.1M +$29.5M +195,276 New
Millennium Management
7
Millennium Management
New York
$15.2M +$19.7M +130,292 +243%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$14.4M +$2.75M +18,193 +12%
Invesco
9
Invesco
Georgia
$12.4M -$249K -1,650 -1%
State Street
10
State Street
Massachusetts
$11.4M +$1.95M +12,919 +10%
T
11
Tinicum
New York
$11M
SI
12
Sapience Investments
California
$10.3M +$5.83M +38,632 +45%
HC
13
Hillman Company
Pennsylvania
$9.75M
Point72 Asset Management
14
Point72 Asset Management
Connecticut
$8.68M +$14.9M +98,665 +1,540%
JP Morgan Chase
15
JP Morgan Chase
New York
$8.36M -$1.03M -6,811 -6%
Boston Partners
16
Boston Partners
Massachusetts
$7.74M +$782K +5,178 +6%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$7.17M +$501K +3,321 +4%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$6.85M -$443K -2,935 -3%
Deutsche Bank
19
Deutsche Bank
Germany
$6.17M +$6.2M +41,039 +122%
Wells Fargo
20
Wells Fargo
California
$5.81M -$11.6K -77 -0.1%
PCM
21
Palisade Capital Management
New Jersey
$5.36M +$203K +1,343 +2%
Citadel Advisors
22
Citadel Advisors
Florida
$5.05M +$6.24M +41,333 +209%
William Blair Investment Management
23
William Blair Investment Management
Illinois
$4.82M +$207K +1,368 +2%
Northern Trust
24
Northern Trust
Illinois
$4.06M -$3.47M -22,980 -32%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$3.85M -$705K -4,672 -9%

FET Hedge Fund Activity: Q4 2018 in Review

132 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q4 2018, worth a combined $410M — down 61% from $1.05B a quarter earlier.

Sellers outnumbered buyers: 33 funds closed out of FET and 24 opened new positions — a net loss of 9 holders — while 41 trimmed existing stakes and 44 added.

The largest buyer was Perella Weinberg Partners Capital Management, opening a new position worth an estimated $29.5M. The largest seller was Vaughan Nelson Investment Management, exiting entirely with an estimated $39.7M sold.

  • 132 institutional investors held Forum Energy Technologies (FET) as of Q4 2018, down from 142 in Q3 2018.
  • Funds reported $410M of Forum Energy Technologies stock for Q4 2018, down 61% quarter-over-quarter.
  • 24 funds opened new Forum Energy Technologies positions in Q4 2018 and 33 closed out, a net change of -9 holders.
  • The largest Forum Energy Technologies buyer in Q4 2018 was Perella Weinberg Partners Capital Management, an estimated $29.5M added.
  • The largest Forum Energy Technologies seller in Q4 2018 was Vaughan Nelson Investment Management, an estimated $39.7M sold.

Based on aggregated 13F filings for Q4 2018.