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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
IG
626
ING Group
Netherlands
– -$228K -7,441 Closed
EGA
627
E&G Advisors
Texas
– -$214K -7,000 Closed
BEAM
628
Baker Ellis Asset Management
Washington
– -$122K -4,000 Closed
GBT
629
Grove Bank & Trust
Florida
– -$80K -2,620 Closed
IWP
630
Icon Wealth Partners
Texas
– -$61K -1,999 Closed
DCM
631
Delpha Capital Management
New York
– -$44K -1,445 Closed
LC
632
Landaas & Company
Wisconsin
– -$41K -1,340 Closed
FIB
633
First Interstate Bank
Montana
– -$32K -1,038 Closed
LCM
634
Liberty Capital Management
Michigan
– -$30K -1,000 Closed
CFD
635
Creative Financial Designs
Indiana
– -$26K -840 Closed
STA
636
Summit Trail Advisors
New York
– -$19K -627 Closed
EWM
637
Evercore Wealth Management
New York
– -$17K -566 Closed
AFNAS
638
American Financial Network Advisory Services
California
– -$8K -257 Closed
SPI
639
Santori & Peters Inc
Pennsylvania
– -$7K -250 Closed
CLOS
640
Compagnie Lombard Odier SCmA
Switzerland
– -$8K -232 Closed
CAM
641
ClariVest Asset Management
California
– -$6K -203 Closed
FMA
642
FNY Managed Accounts
New York
– -$4.56K -142 -86%
GWS
643
Glassman Wealth Services
Virginia
– -$3.98K -124 -95%
KJWM
644
Kiley Juergens Wealth Management
Washington
– -$3K -116 Closed
WA
645
WealthTrust-Arizona
Arizona
– -$3K -100 Closed
CCM
646
Covington Capital Management
California
– -$1K -33 Closed
TG
647
TLP Group
Illinois
– -$1K -30 Closed
KCPG
648
Kavar Capital Partners Group
Kansas
– +$32 +1 New
AC
649
Avestar Capital
New York
– +$450 +14 +48%
GWA
650
Guidant Wealth Advisors
Illinois
– +$450 +14 New
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.