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Forum Energy Technologies

141 hedge funds and large institutions have $504M invested in Forum Energy Technologies in 2019 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 34 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 34

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

23% more capital invested

Capital invested by funds: $410M → $504M (+$94M)

7% more funds holding

Funds holding: 132141 (+9)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.11% less ownership

Funds ownership: 4.6%4.49% (-0.11%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $68K

Holders
141
Holders Change
+9
Holders Change %
+6.82%
% of All Funds
3.05%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
28
Increased
56
Reduced
34
Closed
19
Calls
Puts
$68K
Net Calls
-$68K
Net Calls Change
-$68K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$105M
Vanguard Group
2
Vanguard Group
Pennsylvania
$37.2M +$1.05M +9,586 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$31.4M +$1.65M +14,958 +5%
BlackRock
4
BlackRock
New York
$28.8M -$1.56M -14,137 -5%
Millennium Management
5
Millennium Management
New York
$24.4M +$5.99M +54,386 +30%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$23.3M +$419K +3,803 +2%
PWPCM
7
Perella Weinberg Partners Capital Management
New York
$19.2M -$841K -7,643 -4%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$15.4M +$7.46M +67,770 +82%
SI
9
Sapience Investments
California
$14.7M +$2.2M +19,953 +16%
T
10
Tinicum
New York
$13.6M
State Street
11
State Street
Massachusetts
$13.1M -$1.01M -9,140 -7%
HC
12
Hillman Company
Pennsylvania
$12.1M
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$10.9M -$7.47M -67,923 -39%
Citadel Advisors
14
Citadel Advisors
Florida
$10.2M +$4.22M +38,366 +63%
Boston Partners
15
Boston Partners
Massachusetts
$9.77M +$209K +1,895 +2%
Invesco
16
Invesco
Georgia
$9.72M -$6.06M -55,067 -37%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$9.61M +$5.21M +47,324 +101%
Wells Fargo
18
Wells Fargo
California
$9.02M +$1.98M +17,950 +26%
PCM
19
Palisade Capital Management
New Jersey
$8.03M +$1.51M +13,713 +21%
William Blair Investment Management
20
William Blair Investment Management
Illinois
$5.34M -$669K -6,080 -10%
Northern Trust
21
Northern Trust
Illinois
$4.96M -$64.3K -584 -1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$4.91M +$886K +8,055 +20%
JP Morgan Chase
23
JP Morgan Chase
New York
$4.83M -$5.94M -53,977 -53%
Deutsche Bank
24
Deutsche Bank
Germany
$4.03M -$3.88M -35,218 -47%
VFM
25
Viking Fund Management
North Dakota
$3.88M -$165K -1,500 -4%

FET Hedge Fund Activity: Q1 2019 in Review

141 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q1 2019, worth a combined $504M — up 23% from $410M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new FET positions and 19 closed out — a net gain of 9 holders — while 56 added to existing stakes and 34 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $7.46M. The largest seller was VOYA Investment Management, cutting an estimated $9.37M.

  • 141 institutional investors held Forum Energy Technologies (FET) as of Q1 2019, up from 132 in Q4 2018.
  • Funds reported $504M of Forum Energy Technologies stock for Q1 2019, up 23% quarter-over-quarter.
  • 28 funds opened new Forum Energy Technologies positions in Q1 2019 and 19 closed out, a net change of +9 holders.
  • The largest Forum Energy Technologies buyer in Q1 2019 was Fidelity Investments, an estimated $7.46M added.
  • The largest Forum Energy Technologies seller in Q1 2019 was VOYA Investment Management, an estimated $9.37M sold.

Based on aggregated 13F filings for Q1 2019.