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FirstEnergy

644 hedge funds and large institutions have $17.7B invested in FirstEnergy in 2020 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 226 increasing their positions, 240 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

102% more call options, than puts

Call options by funds: $68.3M | Put options by funds: $33.8M

0.15% less ownership

Funds ownership: 85.12%84.97% (-0.15%)

4% less capital invested

Capital invested by funds: $18.4B → $17.7B (-$721M)

6% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 240

2% less funds holding

Funds holding: 657644 (-13)

11% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 84

40% less funds holding in top 10

Funds holding in top 10: 2012 (-8)

Holders
644
Holders Change
-13
Holders Change %
-1.98%
% of All Funds
13.2%
Holding in Top 10
12
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-40%
% of All Funds
0.25%
New
75
Increased
226
Reduced
240
Closed
84
Calls
$68.3M
Puts
$33.8M
Net Calls
+$34.5M
Net Calls Change
+$4.13M
Name Holding Trade Value Shares
Change
Change in
Stake
IRF
351
IBM Retirement Fund
New York
$635K -$4.13K -100 -0.6%
EWA
352
EP Wealth Advisors
California
$631K -$104K -2,510 -13%
CAG
353
Csenge Advisory Group
Florida
$631K +$176K +4,248 +35%
BPM
354
Bowling Portfolio Management
Ohio
$599K -$47.1K -1,139 -7%
FMBTD
355
First Midwest Bank Trust Division
Illinois
$598K +$66.8K +1,616 +12%
SPC
356
Sigma Planning Corp
Michigan
$592K +$113K +2,743 +22%
LIA
357
LS Investment Advisors
Michigan
$588K -$898K -21,736 -59%
CC
358
Cornerstone Capital
California
$587K -$41.3K -1,000 -6%
PFA
359
Pure Financial Advisors
California
$584K
HSA
360
Hussman Strategic Advisors
Maryland
$582K +$579K +14,000 +1,400%
CAN
361
Cetera Advisor Networks
California
$572K -$4.75K -115 -0.8%
BCV
362
Banque Cantonale Vaudoise
Switzerland
$571K -$340K -8,233 -36%
IAA
363
Independent Advisor Alliance
North Carolina
$570K +$71.9K +1,739 +13%
CIA
364
Capital Investment Advisors
Georgia
$566K +$496 +12 +0.1%
BFA
365
Bragg Financial Advisors
North Carolina
$563K -$71.7K -1,735 -11%
FA
366
FDx Advisors
Illinois
$560K +$597K +14,452 New
Mercer Global Advisors
367
Mercer Global Advisors
Colorado
$551K +$20.5K +496 +4%
Mirae Asset Global Investments
368
Mirae Asset Global Investments
South Korea
$536K -$1.78M -43,167 -76%
SWM
369
SeaCrest Wealth Management
New York
$536K +$64.5K +1,560 +13%
MML Investors Services
370
MML Investors Services
Massachusetts
$528K -$161K -3,891 -22%
Rafferty Asset Management
371
Rafferty Asset Management
New York
$522K +$201K +4,874 +57%
FMT
372
First Mercantile Trust
Tennessee
$518K +$552K +13,357 New
KRSITF
373
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$517K -$126K -3,054 -19%
FQ
374
First Quadrant
California
$516K -$145K -3,500 -21%
Mariner
375
Mariner
Kansas
$508K +$117K +2,832 +28%