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FirstEnergy
FE

Overview Fund Activity

619 hedge funds and large institutions have $18B invested in FirstEnergy in 2018 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 214 increasing their positions, 201 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
619
Holders Change
-3
Holders Change %
-0.48%
% of All Funds
13.81%
Holding in Top 10
20
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.11%
% of All Funds
0.45%
New
92
Increased
214
Reduced
201
Closed
89
Calls
$71.5M
Puts
$73.9M
Net Calls
-$2.42M
Net Calls Change
-$40M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
+$118M
2
CS
Credit Suisse
Switzerland
+$98.1M
3
LM
Luminus Management
Texas
+$89M
4
State Street
State Street
Massachusetts
+$58.8M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$56.7M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
-$176M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$161M
3
CCM
Causeway Capital Management
California
-$105M
4
Millennium Management
Millennium Management
New York
-$62M
5
Goldman Sachs
Goldman Sachs
New York
-$54.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
601
Accurate Investment Solutions
Pennsylvania
$2K – – –
BWL
602
Bogart Wealth LLC
Virginia
$2K – – –
Lazard Asset Management
603
Lazard Asset Management
New York
$2K – – –
Fidelity International
604
Fidelity International
Bermuda
$2K +$49 +1 +3%
CCMW
605
Cypress Capital Management (Wyoming)
Wyoming
$2K +$2K +45 New
MWC
606
MBM Wealth Consultants
Missouri
$2K +$2K +54 New
HT
607
Heritage Trust
Oklahoma
$1K – – –
FMP
608
Financial Management Professionals
Texas
$1K – – –
AC
609
Avestar Capital
New York
$1K – – –
TFO
610
Tarbox Family Office
California
$1K +$1K +24 New
1NWS
611
1 North Wealth Services
Maryland
$1K +$1K +33 New
WA
612
WBH Advisory
Maryland
$263 -$2 -49 -0.7%
GT
613
Glenmede Trust
Pennsylvania
$128 +$128 +3,428 New
AA
614
ALPS Advisors
Colorado
– -$47.6M -1,280,562 Closed
PI
615
PGGM Investments
Netherlands
– -$28.8M -775,501 Closed
DF
616
Donoghue Forlines
Massachusetts
– -$15.9M -428,913 Closed
CC
617
Covalis Capital
United Kingdom
– -$10.1M -272,825 Closed
EGM
618
Engineers Gate Manager
New York
– -$9.45M -254,341 Closed
GCM
619
Grisanti Capital Management
New York
– -$7.27M -195,560 Closed
WIC
620
Willis Investment Counsel
Georgia
– -$6.25M -168,100 Closed
SFM
621
Soros Fund Management
New York
– -$5.58M -150,000 Closed
ZIG
622
Zurich Insurance Group
Switzerland
– -$4.32M -116,225 Closed
AIM
623
Assured Investment Management
New York
– -$3.9M -104,907 Closed
SAM
624
Serengeti Asset Management
New York
– -$3.72M -100,000 Closed
Nomura Holdings
625
Nomura Holdings
Japan
– -$3.21M -86,700 Closed
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