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Flotek Industries

150 hedge funds and large institutions have $1.23B invested in Flotek Industries in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 64 increasing their positions, 51 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 51

0.58% more ownership

Funds ownership: 14.07%14.65% (+0.58%)

6% less funds holding

Funds holding: 160150 (-10)

15% less capital invested

Capital invested by funds: $1.46B → $1.23B (-$226M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

45% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 20

48% less call options, than puts

Call options by funds: $77M | Put options by funds: $149M

Holders
150
Holders Change
-10
Holders Change %
-6.25%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.09%
New
11
Increased
64
Reduced
51
Closed
20
Calls
$77M
Puts
$149M
Net Calls
-$72.2M
Net Calls Change
-$18.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GCM
1
Gates Capital Management
New York
$169M +$20.4M +119,146 +12%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$133M +$23M +134,560 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$89.5M +$1.9M +11,127 +2%
BFA
4
BlackRock Fund Advisors
California
$67.6M +$1.2M +6,992 +2%
Jennison Associates
5
Jennison Associates
New York
$56.4M +$12.4M +72,724 +25%
BAMCO Inc
6
BAMCO Inc
New York
$51.5M +$2.64M +15,435 +5%
Lord, Abbett & Co
7
Lord, Abbett & Co
New Jersey
$39.3M -$17.3M -100,937 -29%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$38.7M +$6.42M +37,550 +18%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$36.8M +$2.83M +16,538 +8%
BIT
10
BlackRock Institutional Trust
California
$36M +$182K +1,064 +0.5%
MCM
11
Munder Capital Management
Michigan
$32.5M +$347K +2,031 +1%
GKIM
12
GW&K Investment Management
Massachusetts
$27.1M +$79.7K +466 +0.3%
State Street
13
State Street
Massachusetts
$24.5M -$96.3K -563 -0.4%
EIP
14
Epoch Investment Partners
New York
$23.3M -$779K -4,551 -3%
PP
15
Peconic Partners
New York
$20.4M -$1.31M -7,633 -6%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$20.4M -$2.92M -17,049 -12%
BC
17
Bruce & Co
Illinois
$19.8M
JCM
18
Jasinkiewicz Capital Management
New Jersey
$19.3M +$3.97M +23,207 +23%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$19.2M -$4.12M -24,080 -16%
Principal Financial Group
20
Principal Financial Group
Iowa
$17.3M +$21.6K +126 +0.1%
Northern Trust
21
Northern Trust
Illinois
$16.7M +$1.12M +6,560 +7%
SIMG
22
Stephens Investment Management Group
Texas
$12.4M +$6M +35,103 +80%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$11.7M +$12.7M +74,317 +45,875%
VFM
24
Viking Fund Management
North Dakota
$10.8M +$5.42M +31,667 +84%
Invesco
25
Invesco
Georgia
$10.3M +$3.09M +18,085 +38%

FTK Hedge Fund Activity: Q3 2014 in Review

150 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Flotek Industries (FTK) for Q3 2014, worth a combined $1.23B — down 15% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FTK and 11 opened new positions — a net loss of 9 holders — while 51 trimmed existing stakes and 64 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $23M. The largest seller was Lord, Abbett & Co, cutting an estimated $17.3M.

  • 150 institutional investors held Flotek Industries (FTK) as of Q3 2014, down from 160 in Q2 2014.
  • Funds reported $1.23B of Flotek Industries stock for Q3 2014, down 15% quarter-over-quarter.
  • 11 funds opened new Flotek Industries positions in Q3 2014 and 20 closed out, a net change of -9 holders.
  • The largest Flotek Industries buyer in Q3 2014 was T. Rowe Price Associates, an estimated $23M added.
  • The largest Flotek Industries seller in Q3 2014 was Lord, Abbett & Co, an estimated $17.3M sold.

Based on aggregated 13F filings for Q3 2014.