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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
CCM
476
Cribstone Capital Management
Maine
$12K
DSC
477
Duncker Streett & Co
Missouri
$12K
FFC
478
First Financial Corp
Indiana
$12K
VNA
479
Valley National Advisers
Pennsylvania
$12K
QAM
480
QCI Asset Management
New York
$12K +$5.04K +160 +74%
AFNAS
481
American Financial Network Advisory Services
California
$12K +$12.2K +387 New
SSB
482
Sandy Spring Bank
Maryland
$11K -$151K -4,790 -93%
NFG
483
Next Financial Group
Texas
$11K -$2.14K -68 -17%
TC
484
Trust Company
Kansas
$11K
AA
485
AlphaMark Advisors
Kentucky
$11K +$126 +4 +1%
CAL
486
Capital Analysts LLC
Pennsylvania
$11K +$11.7K +371 New
SIM
487
Sonora Investment Management
Arizona
$10.8K
TWA
488
TCI Wealth Advisors
Arizona
$9K
CAW
489
Cornerstone Advisors (Washington)
Washington
$9K +$3.56K +113 +66%
WTC
490
WhitTier Trust Company
Nevada
$7K +$1.01K +32 +15%
GEA
491
Glen Eagle Advisors
New Jersey
$6.13K
CAM
492
ClariVest Asset Management
California
$6K -$677K -21,500 -99%
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$6K -$26.3K -835 -80%
MWM
494
Mascoma Wealth Management
New Hampshire
$6K
CHP
495
Cable Hill Partners
Oregon
$6K +$5.42K +172 +491%
SWA
496
Sutton Wealth Advisors
Florida
$5.58K +$2.74K +87 +93%
IIC
497
Integrated Investment Consultants
Michigan
$5K
PMFA
498
Plante Moran Financial Advisors
Michigan
$5K
WAP
499
Wealthcare Advisory Partners
Pennsylvania
$5K +$4.6K +146 New
AF
500
Allworth Financial
California
$4K

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.