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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
MFS
451
Mirabella Financial Services
United Kingdom
$226K +$241K +5,820 New
WANY
452
Wealthspire Advisors (New York)
New York
$225K -$15.8K -383 -6%
FTC
453
Farmers Trust Company
Ohio
$225K
LI
454
Leap Investments
Illinois
$225K +$240K +5,800 New
FFG
455
Frisch Financial Group
New York
$223K -$45.9K -1,111 -16%
GI
456
Gradient Investments
Minnesota
$221K -$34.7K -840 -13%
ST
457
Smithfield Trust
Pennsylvania
$221K +$20.7K +500 +10%
UCFA
458
United Capital Financial Advisors
Texas
$217K +$19.8K +479 +9%
ARTA
459
A.R.T. Advisors
New York
$217K +$231K +5,596 New
WCA
460
Westover Capital Advisors
Delaware
$214K -$11K -266 -5%
RFM
461
Royal Fund Management
Florida
$214K +$1.12K +27 +0.5%
FI
462
FormulaFolio Investments
Michigan
$213K +$124 +3 +0.1%
MW
463
Marcum Wealth
Ohio
$211K +$225K +5,453 New
AII
464
AGF Investments Inc
Ontario, Canada
$209K -$315K -7,623 -59%
BSW
465
Buckingham Strategic Wealth
Missouri
$209K -$17.1K -414 -7%
GIA
466
Gateway Investment Advisers
Ohio
$209K -$12.2K -296 -5%
FAAS
467
First Allied Advisory Services
California
$208K -$4.34K -105 -2%
GHA
468
GW Henssler & Associates
Georgia
$202K +$215K +5,201 New
MSAM
469
Moloney Securities Asset Management
Missouri
$201K
LNWWM
470
Laird Norton Wetherby Wealth Management
California
$201K +$1.9K +46 +0.9%
IAS
471
IMA Advisory Services
Colorado
$194K
PA
472
Procyon Advisors
Connecticut
$175K +$173K +4,178 +1,278%
APA
473
American Portfolios Advisors
New York
$172K -$120K -2,906 -40%
CHC
474
City Holding Co
West Virginia
$171K -$4.13K -100 -2%
BBHC
475
Brown Brothers Harriman & Co
New York
$166K -$6.2K -150 -3%