FirstEnergy
498 hedge funds and large institutions have $10.1B invested in FirstEnergy in 2015 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 177 increasing their positions, 160 reducing their positions, and 43 closing their positions.
126% more call options, than puts
Call options by funds: $70.1M | Put options by funds: $31M
74% more first-time investments, than exits
New positions opened: 75 | Existing positions closed: 43
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
11% more repeat investments, than reductions
Existing positions increased: 177 | Existing positions reduced: 160
6% more funds holding
Funds holding: 470 → 498 (+28)
0.58% less ownership
Funds ownership: 76.07% → 75.49% (-0.58%)
7% less capital invested
Capital invested by funds: $10.9B → $10.1B (-$781M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$79.4M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$63.8M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$61.8M |
| 4 |
Two Sigma Advisers
New York
|
+$56.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$54.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$854M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$416M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$202M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$139M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$68.1M |
FE Hedge Fund Activity: Q4 2015 in Review
498 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2015, worth a combined $10.1B — down 7.2% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 75 funds opened new FE positions and 43 closed out — a net gain of 32 holders — while 177 added to existing stakes and 160 trimmed.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $79.4M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $854M sold.
- 498 institutional investors held FirstEnergy (FE) as of Q4 2015, up from 470 in Q3 2015.
- Funds reported $10.1B of FirstEnergy stock for Q4 2015, down 7.2% quarter-over-quarter.
- 75 funds opened new FirstEnergy positions in Q4 2015 and 43 closed out, a net change of +32 holders.
- The largest FirstEnergy buyer in Q4 2015 was Two Sigma Investments, an estimated $79.4M added.
- The largest FirstEnergy seller in Q4 2015 was Americafirst Capital Management, an estimated $854M sold.
Based on aggregated 13F filings for Q4 2015.