FirstEnergy
653 hedge funds and large institutions have $20.8B invested in FirstEnergy in 2019 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 244 increasing their positions, 217 reducing their positions, and 51 closing their positions.
73% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 51
16% more capital invested
Capital invested by funds: $18B → $20.8B (+$2.81B)
12% more repeat investments, than reductions
Existing positions increased: 244 | Existing positions reduced: 217
5% more funds holding
Funds holding: 620 → 653 (+33)
0.18% less ownership
Funds ownership: 94.43% → 94.25% (-0.18%)
10% less funds holding in top 10
Funds holding in top 10: 20 → 18 (-2)
17% less call options, than puts
Call options by funds: $63.4M | Put options by funds: $76.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$666M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$114M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$95.2M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$74.9M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$73.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$215M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$139M |
| 3 |
Millennium Management
New York
|
-$117M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$107M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$100M |
FE Hedge Fund Activity: Q1 2019 in Review
653 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2019, worth a combined $20.8B — up 16% from $18B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new FE positions and 51 closed out — a net gain of 37 holders — while 244 added to existing stakes and 217 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $666M. The largest seller was BlackRock, cutting an estimated $215M.
- 653 institutional investors held FirstEnergy (FE) as of Q1 2019, up from 620 in Q4 2018.
- Funds reported $20.8B of FirstEnergy stock for Q1 2019, up 16% quarter-over-quarter.
- 88 funds opened new FirstEnergy positions in Q1 2019 and 51 closed out, a net change of +37 holders.
- The largest FirstEnergy buyer in Q1 2019 was Massachusetts Financial Services, an estimated $666M added.
- The largest FirstEnergy seller in Q1 2019 was BlackRock, an estimated $215M sold.
Based on aggregated 13F filings for Q1 2019.