FirstEnergy
610 hedge funds and large institutions have $13.3B invested in FirstEnergy in 2020 Q4 according to their latest regulatory filings, with 116 funds opening new positions, 188 increasing their positions, 214 reducing their positions, and 112 closing their positions.
7% more capital invested
Capital invested by funds: $12.4B → $13.3B (+$895M)
4% more first-time investments, than exits
New positions opened: 116 | Existing positions closed: 112
0.2% less ownership
Funds ownership: 80.41% → 80.21% (-0.2%)
0% less funds holding
Funds holding: 612 → 610 (-2)
8% less call options, than puts
Call options by funds: $222M | Put options by funds: $242M
12% less repeat investments, than reductions
Existing positions increased: 188 | Existing positions reduced: 214
19% less funds holding in top 10
Funds holding in top 10: 21 → 17 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$166M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$154M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$135M |
| 4 |
FPA
First Pacific Advisors
El Segundo,
California
|
+$126M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$209M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$168M |
| 3 |
ZP
Zimmer Partners
New York
|
-$129M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$121M |
| 5 |
Millennium Management
New York
|
-$87.3M |
FE Hedge Fund Activity: Q4 2020 in Review
610 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2020, worth a combined $13.3B — up 7.2% from $12.4B a quarter earlier.
Buyers outnumbered sellers: 116 funds opened new FE positions and 112 closed out — a net gain of 4 holders — while 188 added to existing stakes and 214 trimmed.
The largest buyer was Bank of America, adding an estimated $166M. The largest seller was Boston Partners, exiting entirely with an estimated $209M sold.
- 610 institutional investors held FirstEnergy (FE) as of Q4 2020, down from 612 in Q3 2020.
- Funds reported $13.3B of FirstEnergy stock for Q4 2020, up 7.2% quarter-over-quarter.
- 116 funds opened new FirstEnergy positions in Q4 2020 and 112 closed out, a net change of +4 holders.
- The largest FirstEnergy buyer in Q4 2020 was Bank of America, an estimated $166M added.
- The largest FirstEnergy seller in Q4 2020 was Boston Partners, an estimated $209M sold.
Based on aggregated 13F filings for Q4 2020.