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FirstEnergy
FE

590 hedge funds and large institutions have $15.4B invested in FirstEnergy in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 187 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more funds holding in top 10

Funds holding in top 10: 5 → 16 (+11)

198% more call options, than puts

Call options by funds: $205M | Put options by funds: $68.8M

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

34% more capital invested

Capital invested by funds: $11.4B → $15.4B (+$3.93B)

20% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 187

11.05% more ownership

Funds ownership: 84.16% → 95.21% (+11%)

3% more funds holding

Funds holding: 574 → 590 (+16)

Holders
590
Holders Change
+16
Holders Change %
+2.79%
% of All Funds
13.52%
Holding in Top 10
16
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+220%
% of All Funds
0.37%
New
84
Increased
224
Reduced
187
Closed
62
Calls
$205M
Puts
$68.8M
Net Calls
+$136M
Net Calls Change
+$116M

Top Buyers

Rank Fund Capital Flow
1
ZP
Zimmer Partners
New York
+$961M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$311M
3
FTCM
Fir Tree Capital Management
New York
+$215M
4
BlackRock
BlackRock
New York
+$145M
5
EIP
Epoch Investment Partners
New York
+$143M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$148M
2
LM
Luminus Management
Texas
-$65.4M
3
BC
Brookfield Corp
Ontario, Canada
-$60.8M
4
American Century Companies
American Century Companies
Missouri
-$54.3M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$35M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
576
Proficio Capital Partners
Massachusetts
$1K -$1.12K -35 -49%
NR
577
Newfound Research
Massachusetts
$1K -$996 -31 -51%
FMP
578
Financial Management Professionals
Texas
$1K -$289 -9 -33%
HT
579
Heritage Trust
Oklahoma
$1K – – –
SFSIG
580
San Francisco Sentry Investment Group
California
$1K – – –
JFGIW
581
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$835 +26 New
MCM
582
Manchester Capital Management
Vermont
$1K +$996 +31 New
OTC
583
Opera Trading Capital
France
$75 +$70.7K +2,200 New
BC
584
Brookfield Corp
Ontario, Canada
– -$60.8M -1,985,280 Closed
Two Sigma Investments
585
Two Sigma Investments
New York
– -$32.9M -1,025,746 Closed
PSAMP
586
P. Schoenfeld Asset Management (PSAM)
New York
– -$19.1M -625,000 Closed
HI
587
HBK Investments
Texas
– -$14.4M -469,200 Closed
SCM
588
Stevens Capital Management
Pennsylvania
– -$14.3M -466,930 Closed
FP
589
Foundry Partners
Minnesota
– -$13.6M -445,225 Closed
BA
590
Bridgewater Associates
Connecticut
– -$8.67M -283,237 Closed
CHCM
591
Columbus Hill Capital Management
New Jersey
– -$8.14M -265,800 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
592
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$7.8M -254,900 Closed
EGM
593
Engineers Gate Manager
New York
– -$7.29M -238,096 Closed
OTPPB
594
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$6.49M -211,975 Closed
UIM
595
USS Investment Management
United Kingdom
– -$6.41M -209,300 Closed
LCM
596
Laurion Capital Management
New York
– -$5.45M -177,900 Closed
NC
597
Northpointe Capital
Michigan
– -$4.33M -141,267 Closed
Squarepoint
598
Squarepoint
New York
– -$4.3M -140,403 Closed
D.E. Shaw & Co
599
D.E. Shaw & Co
New York
– -$3.8M -124,040 Closed
CG
600
Clinton Group
New York
– -$3.16M -103,205 Closed
22 23
24
25 26

FE Hedge Fund Activity: Q1 2018 in Review

590 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2018, worth a combined $15.4B — up 34% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new FE positions and 62 closed out — a net gain of 22 holders — while 224 added to existing stakes and 187 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $961M. The largest seller was Invesco, cutting an estimated $148M.

  • 590 institutional investors held FirstEnergy (FE) as of Q1 2018, up from 574 in Q4 2017.
  • Funds reported $15.4B of FirstEnergy stock for Q1 2018, up 34% quarter-over-quarter.
  • 84 funds opened new FirstEnergy positions in Q1 2018 and 62 closed out, a net change of +22 holders.
  • The largest FirstEnergy buyer in Q1 2018 was Zimmer Partners, an estimated $961M added.
  • The largest FirstEnergy seller in Q1 2018 was Invesco, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2018.