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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
OPS
476
Orion Portfolio Solutions
Nebraska
$165K +$45.5K +1,102 +35%
BAM
477
Belpointe Asset Management
Nevada
$159K +$9.13K +221 +6%
KPW
478
Kore Private Wealth
New York
$129K
AA
479
Ancora Advisors
Ohio
$125K
SFSIG
480
San Francisco Sentry Investment Group
California
$123K +$56.9K +1,377 +77%
GWM
481
Geneos Wealth Management
Colorado
$114K -$50.6K -1,225 -28%
CFG
482
Capstone Financial Group
Oklahoma
$114K
SNT
483
Security National Trust
West Virginia
$114K +$53.7K +1,300 +79%
AIM
484
Anchor Investment Management
South Carolina
$108K +$124 +3 +0.1%
NIM
485
NuWave Investment Management
New Jersey
$105K +$89.1K +2,155 +597%
VFA
486
Valeo Financial Advisors
Indiana
$102K +$11.6K +280 +12%
Bessemer Group
487
Bessemer Group
New Jersey
$101K -$96.1K -2,325 -47%
RFA
488
Reilly Financial Advisors
California
$99K +$72.8K +1,761 +223%
MAM
489
Meeder Asset Management
Ohio
$97K -$3.15M -76,152 -97%
SAM
490
Shell Asset Management
Netherlands
$95K -$631K -15,267 -86%
CFGS
491
Concourse Financial Group Securities
Alabama
$93K +$64.4K +1,559 +186%
NIMC
492
NWQ Investment Management Company
California
$88.3K +$1.52M +36,677 +2%
PA
493
Parallel Advisors
California
$88K +$8.89K +215 +10%
FDCDDQ
494
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.4K -$4.13K -100 -4%
NSIM
495
North Star Investment Management
Illinois
$83K
CIA
496
CSat Investment Advisory
Michigan
$83K +$41.8K +1,012 +90%
RWB
497
RMR Wealth Builders
New Jersey
$82K +$87.4K +2,115 New
PCM
498
Penserra Capital Management
California
$79K -$8.1K -196 -9%
Bank Julius Baer & Co
499
Bank Julius Baer & Co
Switzerland
$78K -$605K -14,632 -88%
CA
500
Clearstead Advisors
Ohio
$75K