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Flotek Industries

118 hedge funds and large institutions have $140M invested in Flotek Industries in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 37 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more call options, than puts

Call options by funds: $611K | Put options by funds: $560K

3% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 37

0.84% less ownership

Funds ownership: 13.56%12.72% (-0.84%)

9% less funds holding

Funds holding: 130118 (-12)

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

50% less capital invested

Capital invested by funds: $282M → $140M (-$142M)

Holders
118
Holders Change
-12
Holders Change %
-9.23%
% of All Funds
2.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
38
Reduced
37
Closed
32
Calls
$611K
Puts
$560K
Net Calls
+$51K
Net Calls Change
-$5.79M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$24.6M +$1.84M +74,281 +6%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.5M +$2.22M +89,635 +20%
Invesco
3
Invesco
Georgia
$10.4M +$2.13M +85,733 +19%
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.91M -$364K -14,702 -3%
GCM
5
Gates Capital Management
New York
$9.67M -$10.6M -429,279 -46%
WB
6
Wilks Brothers
Texas
$6.9M +$8.83M +356,167 New
Ameriprise
7
Ameriprise
Minnesota
$6.03M +$4.09M +165,086 +113%
D.E. Shaw & Co
8
D.E. Shaw & Co
New York
$5.67M +$3.36M +135,447 +86%
Morgan Stanley
9
Morgan Stanley
New York
$5.22M +$5.38M +216,866 +415%
DGI
10
Disciplined Growth Investors
Minnesota
$5.11M -$10.3K -416 -0.2%
State Street
11
State Street
Massachusetts
$4.01M -$215K -8,676 -4%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$3.44M -$1.47M -59,175 -25%
CIS
13
Connors Investor Services
Pennsylvania
$2.56M +$1.27M +51,268 +63%
Fuller & Thaler Asset Management
14
Fuller & Thaler Asset Management
California
$2.27M +$2.91M +117,300 New
Boston Partners
15
Boston Partners
Massachusetts
$2.25M -$521K -21,037 -15%
BC
16
Bruce & Co
Illinois
$2.15M
Northern Trust
17
Northern Trust
Illinois
$2.09M +$7.36K +297 +0.3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$2.06M -$117K -4,723 -4%
JP Morgan Chase
19
JP Morgan Chase
New York
$1.9M +$1.98M +79,699 +433%
Deutsche Bank
20
Deutsche Bank
Germany
$1.78M +$774K +31,235 +52%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$1.68M +$117K +4,737 +6%
Principal Financial Group
22
Principal Financial Group
Iowa
$1.43M +$33K +1,330 +2%
BAMCO Inc
23
BAMCO Inc
New York
$1.08M
DC
24
Diametric Capital
Massachusetts
$1.05M +$1.35M +54,372 New
Charles Schwab
25
Charles Schwab
California
$883K -$36.8K -1,483 -3%

FTK Hedge Fund Activity: Q2 2018 in Review

118 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Flotek Industries (FTK) for Q2 2018, worth a combined $140M — down 50% from $282M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of FTK and 20 opened new positions — a net loss of 12 holders — while 37 trimmed existing stakes and 38 added.

The largest buyer was Morgan Stanley, adding an estimated $5.38M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $14.7M sold.

  • 118 institutional investors held Flotek Industries (FTK) as of Q2 2018, down from 130 in Q1 2018.
  • Funds reported $140M of Flotek Industries stock for Q2 2018, down 50% quarter-over-quarter.
  • 20 funds opened new Flotek Industries positions in Q2 2018 and 32 closed out, a net change of -12 holders.
  • The largest Flotek Industries buyer in Q2 2018 was Morgan Stanley, an estimated $5.38M added.
  • The largest Flotek Industries seller in Q2 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2018.