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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
MGWM
376
Marks Group Wealth Management
Minnesota
$501K +$530K +12,828 New
MC
377
Moors & Cabot
Massachusetts
$492K +$106K +2,565 +26%
NICM
378
Neo Ivy Capital Management
New York
$491K +$523K +12,657 New
BFIM
379
Beese Fulmer Investment Management
Ohio
$486K -$46.2K -1,118 -8%
IWP
380
Icon Wealth Partners
Texas
$485K +$517K +12,505 New
SB
381
Simmons Bank
Arkansas
$482K +$41.3K +1,000 +9%
JIC
382
Johnson Investment Counsel
Ohio
$480K -$4.3K -104 -0.8%
TRCT
383
Tower Research Capital (TRC)
New York
$477K +$102K +2,467 +25%
BS
384
Banco Santander
Spain
$469K -$27.7M -669,613 -98%
Baird Financial Group
385
Baird Financial Group
Wisconsin
$461K -$55.3K -1,337 -10%
PG
386
Pendal Group
Australia
$456K +$170K +4,103 +54%
KF
387
Krilogy Financial
Missouri
$453K +$11.5K +278 +2%
BB
388
Busey Bank
Illinois
$450K -$110K -2,669 -19%
PI
389
PEAK6 Investments
Illinois
$446K +$475K +11,491 New
TNB
390
TCF National Bank
South Dakota
$438K +$80.6K +1,950 +24%
BOTW
391
Bank of the West
California
$432K -$111K -2,694 -20%
GRP
392
Global Retirement Partners
California
$431K +$38.9K +942 +9%
Northwestern Mutual Wealth Management
393
Northwestern Mutual Wealth Management
Wisconsin
$420K +$1.74K +42 +0.4%
SEC
394
Seven Eight Capital
New York
$419K +$446K +10,800 New
WTFG
395
Wells Trecaso Financial Group
Ohio
$406K
DCM
396
Dimension Capital Management
Florida
$402K
II
397
Inspire Investing
Idaho
$385K -$25.3K -613 -6%
Walleye Trading
398
Walleye Trading
New York
$379K +$277K +6,701 +218%
BFEC
399
Benjamin F. Edwards & Company
Missouri
$373K +$62.8K +1,520 +19%
WB
400
WesBanco Bank
West Virginia
$370K -$44.4K -1,075 -10%

FE Hedge Fund Activity: Q2 2020 in Review

644 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q2 2020, worth a combined $17.7B — down 3.9% from $18.4B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of FE and 75 opened new positions — a net loss of 9 holders — while 240 trimmed existing stakes and 226 added.

The largest buyer was Wellington Management Group, adding an estimated $276M. The largest seller was Renaissance Technologies, cutting an estimated $234M.

  • 644 institutional investors held FirstEnergy (FE) as of Q2 2020, down from 657 in Q1 2020.
  • Funds reported $17.7B of FirstEnergy stock for Q2 2020, down 3.9% quarter-over-quarter.
  • 75 funds opened new FirstEnergy positions in Q2 2020 and 84 closed out, a net change of -9 holders.
  • The largest FirstEnergy buyer in Q2 2020 was Wellington Management Group, an estimated $276M added.
  • The largest FirstEnergy seller in Q2 2020 was Renaissance Technologies, an estimated $234M sold.

Based on aggregated 13F filings for Q2 2020.