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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
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$75K
WT
502
Whittier Trust
California
$72K -$54.3K -1,313 -42%
CFFP
503
Center for Financial Planning
Michigan
$72K
QCG
504
Quadrant Capital Group
Ohio
$70K -$43.6K -1,055 -37%
HPC
505
HM Payson & Co
Maine
$70K
RAM
506
Riggs Asset Management
Pennsylvania
$69K
S
507
SignatureFD
Georgia
$67K -$1.78K -43 -2%
CIM
508
Centersquare Investment Management
Pennsylvania
$66K +$29.8K +720 +73%
JWA
509
JFS Wealth Advisors
Pennsylvania
$64K +$21.1K +511 +45%
NIT
510
NumerixS Investment Technologies
British Columbia, Canada
$62K +$66.1K +1,600 New
CFA
511
Carroll Financial Associates
North Carolina
$61K +$6.41K +155 +11%
FMP
512
Financial Management Professionals
Texas
$57K +$60.6K +1,466 +16,289%
First Manhattan
513
First Manhattan
New York
$55K +$19.5K +472 +50%
EFSCE
514
Enterprise Financial Services Corp (EFSC)
Missouri
$54K +$331 +8 +0.6%
Carson Wealth (CWM LLC)
515
Carson Wealth (CWM LLC)
Nebraska
$53K
Group One Trading
516
Group One Trading
Illinois
$52K -$223K -5,404 -80%
POIA
517
Pin Oak Investment Advisors
Texas
$51K
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$20.7K +502 +65%
THWM
519
Taylor Hoffman Wealth Management
Virginia
$48K +$51.3K +1,240 New
HR
520
Howe & Rusling
New York
$46K +$37.6K +910 +343%
IRC
521
Investors Research Corp
Georgia
$44K
TPWA
522
TRUE Private Wealth Advisors
Oregon
$42K
BCA
523
Berman Capital Advisors
Georgia
$42K +$1.41K +34 +3%
FMTCOCP
524
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$40K
OSAM
525
O'Shaughnessy Asset Management
Connecticut
$40K +$42.6K +1,030 +11,444%