FirstEnergy
532 hedge funds and large institutions have $11.4B invested in FirstEnergy in 2016 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 222 increasing their positions, 159 reducing their positions, and 34 closing their positions.
253% more call options, than puts
Call options by funds: $257M | Put options by funds: $72.6M
112% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 34
40% more repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 159
13% more capital invested
Capital invested by funds: $10.1B → $11.4B (+$1.27B)
7% more funds holding
Funds holding: 498 → 532 (+34)
0.92% more ownership
Funds ownership: 75.49% → 76.41% (+0.92%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$122M |
| 2 |
Royal London Asset Management
United Kingdom
|
+$121M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$103M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$99.1M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$93.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$451M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$158M |
| 3 |
Goldman Sachs
New York
|
-$76.6M |
| 4 |
Millennium Management
New York
|
-$70.2M |
| 5 |
Jennison Associates
New York
|
-$66.5M |
FE Hedge Fund Activity: Q1 2016 in Review
532 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2016, worth a combined $11.4B — up 13% from $10.1B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new FE positions and 34 closed out — a net gain of 38 holders — while 222 added to existing stakes and 159 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $122M. The largest seller was T. Rowe Price Associates, cutting an estimated $451M.
- 532 institutional investors held FirstEnergy (FE) as of Q1 2016, up from 498 in Q4 2015.
- Funds reported $11.4B of FirstEnergy stock for Q1 2016, up 13% quarter-over-quarter.
- 72 funds opened new FirstEnergy positions in Q1 2016 and 34 closed out, a net change of +38 holders.
- The largest FirstEnergy buyer in Q1 2016 was LSV Asset Management, an estimated $122M added.
- The largest FirstEnergy seller in Q1 2016 was T. Rowe Price Associates, an estimated $451M sold.
Based on aggregated 13F filings for Q1 2016.