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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
Dimensional Fund Advisors
51
Dimensional Fund Advisors
Texas
$57.2M -$4.18M -101,119 -6%
DPIM
52
Duff & Phelps Investment Management
Illinois
$53.8M +$20M +484,500 +54%
Victory Capital Management
53
Victory Capital Management
Texas
$48.6M -$86.9M -2,102,471 -63%
First Trust Advisors
54
First Trust Advisors
Illinois
$47.5M -$4.53M -109,575 -8%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$47.4M +$25.8M +623,123 +104%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$45.7M -$1.78M -43,152 -3%
EIP
57
Energy Income Partners
Connecticut
$45.5M +$32.9M +796,677 +211%
Korea Investment Corp
58
Korea Investment Corp
South Korea
$42.9M -$4.5M -108,800 -9%
M&T Bank
59
M&T Bank
New York
$42.3M -$1.86M -45,084 -4%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$42M +$15.3M +369,923 +52%
Russell Investments Group
61
Russell Investments Group
United Kingdom
$40.8M +$20.5M +494,897 +88%
Janus Henderson Group
62
Janus Henderson Group
United Kingdom
$40.8M -$52.2M -1,262,986 -55%
CI Investments Inc
63
CI Investments Inc
Ontario, Canada
$40.2M +$370K +8,956 +0.9%
Millennium Management
64
Millennium Management
New York
$38.3M +$28.1M +679,039 +220%
CCMG
65
Clark Capital Management Group
Pennsylvania
$37.5M +$14.1M +341,465 +55%
MAM
66
Martingale Asset Management
Massachusetts
$36.8M -$150K -3,619 -0.4%
AAMU
67
Amundi Asset Management US
Massachusetts
$36.4M +$5.36M +129,624 +16%
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$35.8M +$568K +13,731 +2%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$35.1M -$2.73M -66,062 -7%
Point72 Asset Management
70
Point72 Asset Management
Connecticut
$34M +$34.5M +835,492 +2,089%
Principal Financial Group
71
Principal Financial Group
Iowa
$33.1M -$222K -5,383 -0.6%
Voloridge Investment Management
72
Voloridge Investment Management
Florida
$31.4M +$32.7M +792,101 +4,269%
New York State Common Retirement Fund
73
New York State Common Retirement Fund
New York
$31.1M -$3.95M -95,529 -11%
BGIM
74
Brandywine Global Investment Management
Pennsylvania
$30M +$31.9M +772,435 New
National Pension Service
75
National Pension Service
South Korea
$28.9M -$305K -7,390 -1%