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Flotek Industries

149 hedge funds and large institutions have $841M invested in Flotek Industries in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 60 increasing their positions, 57 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

4% more funds holding

Funds holding: 143149 (+6)

5% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 57

0.67% more ownership

Funds ownership: 12.86%13.53% (+0.67%)

7% less capital invested

Capital invested by funds: $904M → $841M (-$63.2M)

33% less call options, than puts

Call options by funds: $36.8M | Put options by funds: $54.9M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
149
Holders Change
+6
Holders Change %
+4.2%
% of All Funds
4.33%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.09%
New
21
Increased
60
Reduced
57
Closed
13
Calls
$36.8M
Puts
$54.9M
Net Calls
-$18M
Net Calls Change
-$60.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$2.09M +$2.15K +17 +0.1%
Goldman Sachs
52
Goldman Sachs
New York
$2.04M +$1.28M +10,136 +148%
FWC
53
First Washington Corp
Washington
$2.04M +$367K +2,898 +21%
Fidelity International
54
Fidelity International
Bermuda
$1.9M
AllianceBernstein
55
AllianceBernstein
Tennessee
$1.85M
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.73M +$10.6K +84 +0.6%
PCP
57
Perimeter Capital Partners
Georgia
$1.73M -$736K -5,812 -29%
TA
58
Teachers Advisors
New York
$1.58M +$38K +300 +2%
JP Morgan Chase
59
JP Morgan Chase
New York
$1.49M +$45.2K +357 +3%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$1.48M +$498K +3,934 +47%
NC
61
Northpointe Capital
Michigan
$1.44M -$1.03M -8,140 -41%
GC
62
Guggenheim Capital
Illinois
$1.41M +$1.48M +11,712 New
First Trust Advisors
63
First Trust Advisors
Illinois
$1.35M +$1.43M +11,254 New
RhumbLine Advisers
64
RhumbLine Advisers
Massachusetts
$1.28M -$1.01K -8 -0.1%
CCIA
65
Campbell & Co Investment Adviser
Maryland
$1.26M +$1.33M +10,474 New
TMC
66
Trellus Management Company
Florida
$1.25M +$5.07K +40 +0.4%
GCP
67
GSA Capital Partners
United Kingdom
$1.22M +$170K +1,338 +15%
Morgan Stanley
68
Morgan Stanley
New York
$1.22M -$1.11M -8,801 -47%
Bank of America
69
Bank of America
North Carolina
$1M +$66.8K +527 +7%
CS
70
Credit Suisse
Switzerland
$995K +$468K +3,691 +81%
DT
71
Diversified Trust
Tennessee
$994K -$289K -2,281 -22%
TPSF
72
Texas Permanent School Fund
Texas
$960K +$36.6K +289 +4%
Comerica Bank
73
Comerica Bank
Texas
$952K -$3.21M -25,331 -76%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$915K
Barclays
75
Barclays
United Kingdom
$888K -$913K -7,209 -49%

FTK Hedge Fund Activity: Q4 2013 in Review

149 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Flotek Industries (FTK) for Q4 2013, worth a combined $841M — down 7% from $904M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FTK positions and 13 closed out — a net gain of 8 holders — while 60 added to existing stakes and 57 trimmed.

The largest buyer was BAMCO Inc, adding an estimated $32.9M. The largest seller was Fiduciary Management Associates, exiting entirely with an estimated $13.8M sold.

  • 149 institutional investors held Flotek Industries (FTK) as of Q4 2013, up from 143 in Q3 2013.
  • Funds reported $841M of Flotek Industries stock for Q4 2013, down 7% quarter-over-quarter.
  • 21 funds opened new Flotek Industries positions in Q4 2013 and 13 closed out, a net change of +8 holders.
  • The largest Flotek Industries buyer in Q4 2013 was BAMCO Inc, an estimated $32.9M added.
  • The largest Flotek Industries seller in Q4 2013 was Fiduciary Management Associates, an estimated $13.8M sold.

Based on aggregated 13F filings for Q4 2013.