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FirstEnergy
FE

574 hedge funds and large institutions have $11.4B invested in FirstEnergy in 2017 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 191 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 40

34% more call options, than puts

Call options by funds: $78.8M | Put options by funds: $59M

10% more funds holding

Funds holding: 522 → 574 (+52)

2.2% more ownership

Funds ownership: 81.96% → 84.16% (+2.2%)

7% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 191

2% more capital invested

Capital invested by funds: $11.2B → $11.4B (+$215M)

29% less funds holding in top 10

Funds holding in top 10: 7 → 5 (-2)

Holders
574
Holders Change
+52
Holders Change %
+9.96%
% of All Funds
13.02%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.11%
New
95
Increased
204
Reduced
191
Closed
40
Calls
$78.8M
Puts
$59M
Net Calls
+$19.8M
Net Calls Change
-$29.6M

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$96.6M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$90.1M
3
CCM
Causeway Capital Management
California
+$70.8M
4
BC
Brookfield Corp
Ontario, Canada
+$64.5M
5
APG Asset Management
APG Asset Management
Netherlands
+$59M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$106M
2
Bank of America
Bank of America
North Carolina
-$43.2M
3
Citigroup
Citigroup
New York
-$39.7M
4
TSW
Thompson Siegel & Walmsley
Virginia
-$32.3M
5
NFA
Nationwide Fund Advisors
Ohio
-$32.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
601
Ancora Advisors
Ohio
– -$202K -6,556 Closed
OAM
602
Oppenheimer Asset Management
New York
– -$173K -5,625 Closed
HCA
603
Horan Capital Advisors
Ohio
– -$62K -2,016 Closed
IR
604
Invictus RG
Bermuda
– -$57K -1,854 Closed
BONST
605
Bank of Nova Scotia Trust
Ontario, Canada
– -$31K -1,000 Closed
BBHC
606
Brown Brothers Harriman & Co
New York
– -$25K -816 Closed
WA
607
Winfield Associates
Ohio
– -$15K -487 Closed
CAL
608
Capital Analysts LLC
Pennsylvania
– -$11K -371 Closed
NFG
609
Next Financial Group
Texas
– -$11K -332 Closed
MFT
610
Moisand Fitzgerald Tamayo
Florida
– -$2K -49 Closed
CAC
611
Certified Advisory Corp
Florida
– +$130 +4 New
AC
612
Avestar Capital
New York
– +$942 +29 New
21 22 23 24
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FE Hedge Fund Activity: Q4 2017 in Review

574 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2017, worth a combined $11.4B — up 1.9% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new FE positions and 40 closed out — a net gain of 55 holders — while 204 added to existing stakes and 191 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $96.6M. The largest seller was Bank of New York Mellon, cutting an estimated $106M.

  • 574 institutional investors held FirstEnergy (FE) as of Q4 2017, up from 522 in Q3 2017.
  • Funds reported $11.4B of FirstEnergy stock for Q4 2017, up 1.9% quarter-over-quarter.
  • 95 funds opened new FirstEnergy positions in Q4 2017 and 40 closed out, a net change of +55 holders.
  • The largest FirstEnergy buyer in Q4 2017 was Renaissance Technologies, an estimated $96.6M added.
  • The largest FirstEnergy seller in Q4 2017 was Bank of New York Mellon, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2017.