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Flotek Industries

150 hedge funds and large institutions have $616M invested in Flotek Industries in 2015 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

0.34% less ownership

Funds ownership: 17.18%16.83% (-0.34%)

1% less funds holding

Funds holding: 152150 (-2)

33% less capital invested

Capital invested by funds: $922M → $616M (-$306M)

86% less call options, than puts

Call options by funds: $4.48M | Put options by funds: $31.2M

100% less funds holding in top 10

Funds holding in top 10: 30 (-3)

Holders
150
Holders Change
-2
Holders Change %
-1.32%
% of All Funds
3.93%
Holding in Top 10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
New
32
Increased
51
Reduced
46
Closed
29
Calls
$4.48M
Puts
$31.2M
Net Calls
-$26.7M
Net Calls Change
-$39.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
101
Jane Street
New York
$219K +$273K +3,187 New
Citigroup
102
Citigroup
New York
$216K +$92.7K +1,082 +52%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$215K
GC
104
Guggenheim Capital
Illinois
$214K -$1.56M -18,185 -85%
O
105
OppenheimerFunds
New York
$197K +$246K +2,866 New
CAM
106
Capstone Asset Management
Texas
$190K -$54.2K -633 -19%
EGM
107
Engineers Gate Manager
New York
$188K +$235K +2,745 New
Squarepoint
108
Squarepoint
New York
$172K +$214K +2,500 New
LCM
109
Landscape Capital Management
New Jersey
$158K +$197K +2,296 New
RCM
110
RNC Capital Management
California
$158K +$198K +2,308 New
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$151K +$170K +1,985 +898%
LTFS
112
Ladenburg Thalmann Financial Services
Florida
$149K +$39.6K +462 +27%
RCM
113
Riverhead Capital Management
Delaware
$149K +$137K +1,600 +282%
TRSOTSOK
114
Teachers Retirement System of the State of Kentucky
Kentucky
$129K
MERSOM
115
Municipal Employees' Retirement System of Michigan
Michigan
$125K +$17.3K +202 +12%
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$119K -$12K -140 -7%
DIA
117
Denver Investment Advisors
Colorado
$117K +$146K +1,704 New
EWM
118
Evercore Wealth Management
New York
$114K
Legal & General Group
119
Legal & General Group
United Kingdom
$106K
MSA
120
Mason Street Advisors
Wisconsin
$99K +$10.7K +125 +9%
QT
121
Quantbot Technologies
New York
$90K -$6.86K -80 -6%
PI
122
PineBridge Investments
New York
$82K +$12.3K +143 +14%
BlackRock
123
BlackRock
New York
$74K +$3.43K +40 +4%
Canada Life
124
Canada Life
Manitoba, Canada
$68K
Teacher Retirement System of Texas
125
Teacher Retirement System of Texas
Texas
$57K -$23.1K -269 -25%

FTK Hedge Fund Activity: Q4 2015 in Review

150 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Flotek Industries (FTK) for Q4 2015, worth a combined $616M — down 33% from $922M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FTK positions and 29 closed out — a net gain of 3 holders — while 51 added to existing stakes and 46 trimmed.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $37.2M. The largest seller was Jennison Associates, exiting entirely with an estimated $34.7M sold.

  • 150 institutional investors held Flotek Industries (FTK) as of Q4 2015, down from 152 in Q3 2015.
  • Funds reported $616M of Flotek Industries stock for Q4 2015, down 33% quarter-over-quarter.
  • 32 funds opened new Flotek Industries positions in Q4 2015 and 29 closed out, a net change of +3 holders.
  • The largest Flotek Industries buyer in Q4 2015 was Barrow, Hanley, Mewhinney & Strauss, an estimated $37.2M added.
  • The largest Flotek Industries seller in Q4 2015 was Jennison Associates, an estimated $34.7M sold.

Based on aggregated 13F filings for Q4 2015.