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Forum Energy Technologies

49 hedge funds and large institutions have $29.9M invested in Forum Energy Technologies in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

767% more call options, than puts

Call options by funds: $104K | Put options by funds: $12K

7% more capital invested

Capital invested by funds: $28.1M → $29.9M (+$1.82M)

0.05% more ownership

Funds ownership: 2.38%2.43% (+0.05%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

22% less funds holding

Funds holding: 6349 (-14)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

74% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 19

Holders
49
Holders Change
-14
Holders Change %
-22.22%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
5
Increased
11
Reduced
23
Closed
19
Calls
$104K
Puts
$12K
Net Calls
+$92K
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
SP
1
SCF Partners
Texas
$9.3M -$436K -43,355 -5%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$3.87M +$3.41M +339,701 New
Wells Fargo
3
Wells Fargo
California
$2.73M +$35.3K +3,514 +1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.18M +$262K +26,047 +15%
Charles Schwab
5
Charles Schwab
California
$1.7M +$177K +17,560 +13%
HC
6
Hillman Company
Pennsylvania
$1.57M
MAM
7
Monaco Asset Management
Monaco
$1.22M +$1.07M +106,433 +2,365%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.18M -$864K -85,961 -44%
NM
9
Newtyn Management
New York
$1.1M +$251K +25,000 +33%
BlackRock
10
BlackRock
New York
$837K -$612K -60,869 -44%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$679K -$20.1K -1,997 -3%
Squarepoint
12
Squarepoint
New York
$539K +$256K +25,503 +108%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$351K
Invesco
14
Invesco
Georgia
$306K -$9.25K -920 -3%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$297K -$175K -17,424 -39%
BCM
16
Bridgeway Capital Management
Texas
$251K
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$243K +$63.9K +6,357 +40%
NA
18
NewEdge Advisors
Louisiana
$178K
Fidelity Investments
19
Fidelity Investments
Massachusetts
$168K -$572K -56,882 -79%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$168K -$38.3K -3,811 -20%
Tudor Investment Corp
21
Tudor Investment Corp
Connecticut
$151K
RA
22
Royce & Associates
New York
$137K
Northern Trust
23
Northern Trust
Illinois
$127K -$9.39K -934 -8%
Bank of America
24
Bank of America
North Carolina
$106K -$38K -3,778 -28%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$85K -$14.4K -1,430 -16%

FET Hedge Fund Activity: Q3 2020 in Review

49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q3 2020, worth a combined $29.9M — up 6.5% from $28.1M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of FET and 5 opened new positions — a net loss of 14 holders — while 23 trimmed existing stakes and 11 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $3.41M. The largest seller was Dimensional Fund Advisors, cutting an estimated $864K.

  • 49 institutional investors held Forum Energy Technologies (FET) as of Q3 2020, down from 63 in Q2 2020.
  • Funds reported $29.9M of Forum Energy Technologies stock for Q3 2020, up 6.5% quarter-over-quarter.
  • 5 funds opened new Forum Energy Technologies positions in Q3 2020 and 19 closed out, a net change of -14 holders.
  • The largest Forum Energy Technologies buyer in Q3 2020 was Schroder Investment Management Group, an estimated $3.41M added.
  • The largest Forum Energy Technologies seller in Q3 2020 was Dimensional Fund Advisors, an estimated $864K sold.

Based on aggregated 13F filings for Q3 2020.