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FirstEnergy

522 hedge funds and large institutions have $11.2B invested in FirstEnergy in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 202 increasing their positions, 186 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $106M | Put options by funds: $56.2M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

11% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $10.4B → $11.2B (+$870M)

1.93% more ownership

Funds ownership: 80.03%81.96% (+1.9%)

9% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 186

0% more funds holding

Funds holding: 522522 (0)

Holders
522
Holders Change
Holders Change %
0%
% of All Funds
13.01%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
51
Increased
202
Reduced
186
Closed
46
Calls
$106M
Puts
$56.2M
Net Calls
+$49.4M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
426
Mondrian Investment Partners
United Kingdom
$56K
WAM
427
Wealthspire Advisors (Maryland)
Maryland
$48K +$9.44K +300 +24%
FPB
428
First PREMIER Bank
South Dakota
$45K
FCB
429
First Command Bank
Texas
$43K +$2.58K +82 +6%
FCFS
430
First Command Financial Services
Texas
$43K +$2.58K +82 +6%
CFA
431
Carroll Financial Associates
North Carolina
$43K +$6.83K +217 +19%
EFSCE
432
Enterprise Financial Services Corp (EFSC)
Missouri
$42K +$5.35K +170 +14%
LC
433
Landaas & Company
Wisconsin
$41K +$41.7K +1,326 New
HI
434
Hudock Inc
Pennsylvania
$39K +$94 +3 +0.2%
PA
435
Parallel Advisors
California
$38K +$1.95K +62 +6%
ASN
436
Advisory Services Network
Georgia
$37K -$5.42K -172 -12%
FHA
437
First Horizon Advisors
Tennessee
$37K
FMTCOCP
438
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$34.9K -$3.08K -98 -8%
CPIG
439
Chicago Partners Investment Group
Illinois
$34K +$34.8K +1,106 New
TRCT
440
Tower Research Capital (TRC)
New York
$33K +$33.9K +1,077 New
LCM
441
Liberty Capital Management
Michigan
$32K
SA
442
SpiderRock Advisors
Delaware
$32K
HSA
443
Hussman Strategic Advisors
Maryland
$31K
MA
444
MUFG Americas
New York
$31K
GLI
445
Guardian Life Insurance
New York
$31K +$252 +8 +0.8%
BONST
446
Bank of Nova Scotia Trust
Ontario, Canada
$31K +$31.5K +1,000 New
CTC
447
Central Trust Company
Missouri
$30K
MIFH
448
Migdal Insurance & Financial Holdings
Israel
$28K +$5.38K +171 +24%
CFD
449
Creative Financial Designs
Indiana
$26K
YWP
450
YorkBridge Wealth Partners
New York
$26K +$26.7K +848 New

FE Hedge Fund Activity: Q3 2017 in Review

522 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2017, worth a combined $11.2B — up 8.4% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FE positions and 46 closed out — a net gain of 5 holders — while 202 added to existing stakes and 186 trimmed.

The largest buyer was BlackRock, adding an estimated $228M. The largest seller was Luminus Management, cutting an estimated $154M.

  • 522 institutional investors held FirstEnergy (FE) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $11.2B of FirstEnergy stock for Q3 2017, up 8.4% quarter-over-quarter.
  • 51 funds opened new FirstEnergy positions in Q3 2017 and 46 closed out, a net change of +5 holders.
  • The largest FirstEnergy buyer in Q3 2017 was BlackRock, an estimated $228M added.
  • The largest FirstEnergy seller in Q3 2017 was Luminus Management, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2017.