We are live on ! Find out more
FET icon

Forum Energy Technologies

72 hedge funds and large institutions have $146M invested in Forum Energy Technologies in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 20

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

1% more funds holding

Funds holding: 7172 (+1)

0.72% more ownership

Funds ownership: 63.16%63.88% (+0.72%)

6% less capital invested

Capital invested by funds: $155M → $146M (-$9.56M)

35% less call options, than puts

Call options by funds: $95K | Put options by funds: $146K

Holders
72
Holders Change
+1
Holders Change %
+1.41%
% of All Funds
1.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
9
Increased
30
Reduced
20
Closed
7
Calls
$95K
Puts
$146K
Net Calls
-$51K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
1
Mackay Shields LLC
New York
$21.7M -$322K -14,357 -1%
KCP
2
Keyframe Capital Partners
New York
$16.5M
BlackRock
3
BlackRock
New York
$14.9M +$1.24M +55,385 +9%
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.9M +$72.4K +3,225 +0.6%
ERSOT
5
Employees Retirement System of Texas
Texas
$9.79M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$8.61M +$788K +35,110 +10%
Hotchkis & Wiley Capital Management
7
Hotchkis & Wiley Capital Management
California
$8.09M +$996K +44,389 +14%
PCM
8
PenderFund Capital Management
British Columbia, Canada
$5.85M -$22.4K -1,000 -0.5%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$5.61M +$143K +6,355 +3%
TC
10
Tejara Capital
United Kingdom
$4.64M
Geode Capital Management
11
Geode Capital Management
Massachusetts
$4.37M +$164K +7,310 +4%
NM
12
Newtyn Management
New York
$4.31M +$247K +11,000 +6%
State Street
13
State Street
Massachusetts
$3.89M -$1.32M -58,914 -25%
IWA
14
Icon Wealth Advisors
Texas
$2.03M +$2.06M +91,758 New
Ameriprise
15
Ameriprise
Minnesota
$2.03M +$395K +17,613 +24%
Northern Trust
16
Northern Trust
Illinois
$1.92M +$125K +5,559 +7%
MAM
17
Monaco Asset Management
Monaco
$1.56M -$441K -19,624 -22%
Renaissance Technologies
18
Renaissance Technologies
New York
$1.2M +$45.5K +2,025 +4%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.19M +$1.21M +53,842 New
Morgan Stanley
20
Morgan Stanley
New York
$1.18M +$770K +34,305 +181%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.09M -$3.73K -166 -0.3%
CCP
22
Cyrus Capital Partners
New York
$881K
Bank of America
23
Bank of America
North Carolina
$848K +$39.1K +1,743 +5%
N
24
Nuveen
North Carolina
$794K +$131K +5,845 +19%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$753K -$509K -22,657 -40%

FET Hedge Fund Activity: Q4 2023 in Review

72 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Forum Energy Technologies (FET) for Q4 2023, worth a combined $146M — down 6.2% from $155M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FET positions and 7 closed out — a net gain of 2 holders — while 30 added to existing stakes and 20 trimmed.

The largest buyer was BlackRock, adding an estimated $1.24M. The largest seller was State Street, cutting an estimated $1.32M.

  • 72 institutional investors held Forum Energy Technologies (FET) as of Q4 2023, up from 71 in Q3 2023.
  • Funds reported $146M of Forum Energy Technologies stock for Q4 2023, down 6.2% quarter-over-quarter.
  • 9 funds opened new Forum Energy Technologies positions in Q4 2023 and 7 closed out, a net change of +2 holders.
  • The largest Forum Energy Technologies buyer in Q4 2023 was BlackRock, an estimated $1.24M added.
  • The largest Forum Energy Technologies seller in Q4 2023 was State Street, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2023.