FirstEnergy
468 hedge funds and large institutions have $11.1B invested in FirstEnergy in 2015 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 150 increasing their positions, 178 reducing their positions, and 52 closing their positions.
39% more call options, than puts
Call options by funds: $73.5M | Put options by funds: $52.8M
0.35% more ownership
Funds ownership: 75.14% → 75.49% (+0.35%)
8% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 52
2% less funds holding
Funds holding: 477 → 468 (-9)
14% less capital invested
Capital invested by funds: $12.9B → $11.1B (-$1.75B)
16% less repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 178
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$631M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$133M |
| 3 |
Millennium Management
New York
|
+$111M |
| 4 |
ZP
Zimmer Partners
New York
|
+$42.2M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
+$37.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$487M |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$107M |
| 3 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$81.9M |
| 4 |
Axa
Paris,
France
|
-$78.2M |
| 5 |
Goldman Sachs
New York
|
-$74.2M |
FE Hedge Fund Activity: Q1 2015 in Review
468 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2015, worth a combined $11.1B — down 14% from $12.9B a quarter earlier.
Sellers outnumbered buyers: 52 funds closed out of FE and 48 opened new positions — a net loss of 4 holders — while 178 trimmed existing stakes and 150 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $631M. The largest seller was Capital Research Global Investors, cutting an estimated $487M.
- 468 institutional investors held FirstEnergy (FE) as of Q1 2015, down from 477 in Q4 2014.
- Funds reported $11.1B of FirstEnergy stock for Q1 2015, down 14% quarter-over-quarter.
- 48 funds opened new FirstEnergy positions in Q1 2015 and 52 closed out, a net change of -4 holders.
- The largest FirstEnergy buyer in Q1 2015 was T. Rowe Price Associates, an estimated $631M added.
- The largest FirstEnergy seller in Q1 2015 was Capital Research Global Investors, an estimated $487M sold.
Based on aggregated 13F filings for Q1 2015.