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FirstEnergy
FE

Overview Fund Activity

535 hedge funds and large institutions have $11.3B invested in FirstEnergy in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 222 increasing their positions, 161 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
14.3%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
58
Increased
222
Reduced
161
Closed
50
Calls
$202M
Puts
$42.1M
Net Calls
+$160M
Net Calls Change
-$23.6M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
+$190M
2
JIM
Jupiter Investment Management
United Kingdom
+$80.3M
3
Franklin Resources
Franklin Resources
California
+$76.8M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$68.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$40.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$278M
2
Goldman Sachs
Goldman Sachs
New York
-$173M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$126M
4
Principal Financial Group
Principal Financial Group
Iowa
-$89.4M
5
LM
Luminus Management
Texas
-$78.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
451
Carroll Financial Associates
North Carolina
$40K – – –
RAM
452
Riggs Asset Management
Pennsylvania
$40K – – –
BBHC
453
Brown Brothers Harriman & Co
New York
$39K -$349 -10 -0.9%
SAMC
454
Shinko Asset Management Company
Japan
$39K – – –
KT
455
Kanaly Trust
Texas
$38K +$1.19K +34 +3%
CPIG
456
Chicago Partners Investment Group
Illinois
$36K +$379 +11 +1%
ST
457
Smithfield Trust
Pennsylvania
$35K – – –
HSA
458
Hussman Strategic Advisors
Maryland
$35K – – –
KTC
459
Kistler-Tiffany Companies
Pennsylvania
$34K – – –
WP
460
WealthPLAN Partners
Nebraska
$28.9K +$28.9K +938 New
AF
461
Arrow Financial
New York
$28K – – –
First Manhattan
462
First Manhattan
New York
$27K – – –
CTC
463
Central Trust Company
Missouri
$26K – – –
RFA
464
Reilly Financial Advisors
California
$26K – – –
VIA
465
Vantage Investment Advisors
Pennsylvania
$25K +$1.99K +56 +9%
BFEC
466
Benjamin F. Edwards & Company
Missouri
$24K – – –
QCG
467
Quadrant Capital Group
Ohio
$24K +$6.14K +182 +34%
PMFA
468
Plante Moran Financial Advisors
Michigan
$24K +$24K +685 New
DAM
469
Delta Asset Management
Tennessee
$23K – – –
OC
470
Oakworth Capital
Alabama
$23K +$2.5K +75 +12%
AIS
471
Accurate Investment Solutions
Pennsylvania
$22K – – –
FPFS
472
First Personal Financial Services
North Carolina
$22K +$22K +626 New
FWM
473
Focused Wealth Management
New York
$21K – – –
GI
474
Gradient Investments
Minnesota
$19K – – –
MRCM
475
M&R Capital Management
New Jersey
$17K +$17K +500 New
17 18
19
20 21