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FirstEnergy
FE

590 hedge funds and large institutions have $15.4B invested in FirstEnergy in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 187 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more funds holding in top 10

Funds holding in top 10: 5 → 16 (+11)

198% more call options, than puts

Call options by funds: $205M | Put options by funds: $68.8M

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

34% more capital invested

Capital invested by funds: $11.4B → $15.4B (+$3.93B)

20% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 187

11.05% more ownership

Funds ownership: 84.16% → 95.21% (+11%)

3% more funds holding

Funds holding: 574 → 590 (+16)

Holders
590
Holders Change
+16
Holders Change %
+2.79%
% of All Funds
13.52%
Holding in Top 10
16
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+220%
% of All Funds
0.37%
New
84
Increased
224
Reduced
187
Closed
62
Calls
$205M
Puts
$68.8M
Net Calls
+$136M
Net Calls Change
+$116M

Top Buyers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
+$961M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$311M
3
FTCM
Fir Tree Capital Management
New York
+$215M
4
BlackRock
BlackRock
New York
+$145M
5
EIP
Epoch Investment Partners
New York
+$143M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$148M
2
LM
Luminus Management
Texas
-$65.4M
3
BC
Brookfield Corp
Ontario, Canada
-$60.8M
4
American Century Companies
American Century Companies
Missouri
-$54.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
276
Sentry Investment Management
Wisconsin
$1.09M -$98.9K -3,080 -9%
SAM
277
Shell Asset Management
Netherlands
$1.07M – – –
SM
278
Sciencast Management
New Jersey
$1.07M +$979K +30,471 New
HighTower Advisors
279
HighTower Advisors
Illinois
$1.06M -$454K -14,139 -31%
AWM
280
AE Wealth Management
Kansas
$1.06M -$10.5K -328 -1%
PWPCM
281
Perella Weinberg Partners Capital Management
New York
$1.03M +$970K +30,189 New
CGH
282
Crossmark Global Holdings
Texas
$1.02M -$84.4K -2,627 -8%
PA
283
Profund Advisors
Maryland
$1.01M -$320K -9,976 -25%
WAM
284
World Asset Management
Michigan
$1.01M -$324K -10,098 -25%
SMDAM
285
Sumitomo Mitsui DS Asset Management
Japan
$1.01M -$93.8K -2,921 -9%
VIA
286
Vident Investment Advisory
Georgia
$1M +$178K +5,538 +24%
SC
287
Stralem & Co
New York
$983K – – –
CC
288
Cornerstone Capital
California
$978K -$6.75K -210 -0.7%
DILIC
289
Dai-ichi Life Insurance Company
Japan
$962K +$321K +10,000 +55%
US Bancorp
290
US Bancorp
Minnesota
$959K -$199K -6,191 -18%
TSS
291
Two Sigma Securities
New York
$949K +$896K +27,890 New
Hudson Bay Capital Management
292
Hudson Bay Capital Management
Connecticut
$935K +$369K +11,500 +72%
Axa
293
Axa
France
$933K -$18.2M -568,000 -95%
LSERS
294
Louisiana State Employees Retirement System
Louisiana
$928K +$12.8K +400 +1%
Verition Fund Management
295
Verition Fund Management
Connecticut
$912K -$1.59M -49,424 -65%
SCM
296
Shelton Capital Management
Colorado
$908K – – –
CAG
297
Csenge Advisory Group
Florida
$892K -$86.6K -2,695 -9%
JG
298
Jefferies Group
New York
$884K -$4.27M -132,957 -84%
JIC
299
Joel Isaacson & Co
New York
$873K – – –
WBC
300
Westpac Banking Corp
Australia
$867K – – –
10 11
12
13 14

FE Hedge Fund Activity: Q1 2018 in Review

590 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2018, worth a combined $15.4B — up 34% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new FE positions and 62 closed out — a net gain of 22 holders — while 224 added to existing stakes and 187 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $961M. The largest seller was Invesco, cutting an estimated $148M.

  • 590 institutional investors held FirstEnergy (FE) as of Q1 2018, up from 574 in Q4 2017.
  • Funds reported $15.4B of FirstEnergy stock for Q1 2018, up 34% quarter-over-quarter.
  • 84 funds opened new FirstEnergy positions in Q1 2018 and 62 closed out, a net change of +22 holders.
  • The largest FirstEnergy buyer in Q1 2018 was Zimmer Partners, an estimated $961M added.
  • The largest FirstEnergy seller in Q1 2018 was Invesco, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2018.