FirstEnergy
548 hedge funds and large institutions have $10.6B invested in FirstEnergy in 2016 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 207 increasing their positions, 163 reducing their positions, and 65 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
52% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 65
27% more repeat investments, than reductions
Existing positions increased: 207 | Existing positions reduced: 163
5% more funds holding
Funds holding: 521 → 548 (+27)
4.92% more ownership
Funds ownership: 75.44% → 80.37% (+4.9%)
0% more capital invested
Capital invested by funds: $10.6B → $10.6B (+$22.8M)
72% less call options, than puts
Call options by funds: $101M | Put options by funds: $356M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$328M |
| 2 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$99M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$91.2M |
| 4 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$85.2M |
| 5 |
Two Sigma Investments
New York
|
+$68.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$183M |
| 2 |
Jennison Associates
New York
|
-$143M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$100M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$100M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$72.5M |
FE Hedge Fund Activity: Q4 2016 in Review
548 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2016, worth a combined $10.6B — up 0.22% from $10.6B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new FE positions and 65 closed out — a net gain of 34 holders — while 207 added to existing stakes and 163 trimmed.
The largest buyer was State Street, adding an estimated $328M. The largest seller was T. Rowe Price Associates, cutting an estimated $183M.
- 548 institutional investors held FirstEnergy (FE) as of Q4 2016, up from 521 in Q3 2016.
- Funds reported $10.6B of FirstEnergy stock for Q4 2016, up 0.22% quarter-over-quarter.
- 99 funds opened new FirstEnergy positions in Q4 2016 and 65 closed out, a net change of +34 holders.
- The largest FirstEnergy buyer in Q4 2016 was State Street, an estimated $328M added.
- The largest FirstEnergy seller in Q4 2016 was T. Rowe Price Associates, an estimated $183M sold.
Based on aggregated 13F filings for Q4 2016.