FE icon

FirstEnergy
FE

Overview Fund Activity

535 hedge funds and large institutions have $11.3B invested in FirstEnergy in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 222 increasing their positions, 161 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
535
Holders Change
+3
Holders Change %
+0.56%
% of All Funds
14.3%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
58
Increased
222
Reduced
161
Closed
50
Calls
$202M
Puts
$42.1M
Net Calls
+$160M
Net Calls Change
-$23.6M

Top Buyers

1
AQR Capital Management
AQR Capital Management
Connecticut
$328M
2
JIM
Jupiter Investment Management
United Kingdom
$117M
3
Franklin Resources
Franklin Resources
California
$157M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$170M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.11B

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.25B
2
Goldman Sachs
Goldman Sachs
New York
$316M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
$4.95M
4
Principal Financial Group
Principal Financial Group
Iowa
$22.7M
5
LM
Luminus Management
Texas
$128M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
501
Evercore Wealth Management
New York
$6K +$6K +170 New
NYLT
502
New York Life Trust
New York
$6K +$6K +177 New
FMII
503
Farmers & Merchants Investments Inc
Nebraska
$5K – – –
CAW
504
Cornerstone Advisors (Washington)
Washington
$4K – – –
Carson Wealth (CWM LLC)
505
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
AF
506
Allworth Financial
California
$4K – – –
TC
507
Trust Company
Kansas
$4K – – –
MCM
508
MV Capital Management
Maryland
$4K – – –
DOA
509
D'Orazio & Associates
Virginia
$4K +$68 +2 +2%
GBBWRPM
510
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$4K +$4K +121 New
PFBT
511
Parkside Financial Bank & Trust
Missouri
$3K – – –
VFA
512
Virtus Fund Advisers
Connecticut
$3K – – –
SBL
513
Sargent Bickham Lagudis
Colorado
$3K – – –
AWM
514
AllSquare Wealth Management
New York
$3K – – –
WAS
515
Winch Advisory Services
Wisconsin
$3K +$34 +1 +1%
CFN
516
Cordasco Financial Network
Florida
$2K – – –
CFG
517
Citizens Financial Group
Rhode Island
$2K +$2K +55 New
NR
518
Newfound Research
Massachusetts
$2K +$2K +58 New
TDC
519
Thompson Davis & Co
Virginia
$2K +$2K +70 New
SWA
520
Sutton Wealth Advisors
Florida
$1.96K – – –
PG
521
Patten Group
Tennessee
$1.75K – – –
HR
522
Howe & Rusling
New York
$1K -$600 -24 -38%
PFP
523
Pinnacle Financial Partners
Tennessee
$1K – – –
FANJ
524
Financial Architects (New Jersey)
New Jersey
$1K – – –
BWA
525
Burt Wealth Advisors
Maryland
$1K – – –
19 20
21
22 23