We are live on ! Find out more
FE icon

FirstEnergy

522 hedge funds and large institutions have $11.2B invested in FirstEnergy in 2017 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 202 increasing their positions, 186 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $106M | Put options by funds: $56.2M

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

11% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 46

8% more capital invested

Capital invested by funds: $10.4B → $11.2B (+$870M)

1.93% more ownership

Funds ownership: 80.03%81.96% (+1.9%)

9% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 186

0% more funds holding

Funds holding: 522522 (0)

Holders
522
Holders Change
Holders Change %
0%
% of All Funds
13.01%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.17%
New
51
Increased
202
Reduced
186
Closed
46
Calls
$106M
Puts
$56.2M
Net Calls
+$49.4M
Net Calls Change
+$14.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
126
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$7.63M -$12.6M -401,815 -62%
FBP
127
Flippin Bruce & Porter
Virginia
$7.63M -$207K -6,565 -3%
VOYA Investment Management
128
VOYA Investment Management
Georgia
$7.47M -$32.4K -1,030 -0.4%
Massachusetts Financial Services
129
Massachusetts Financial Services
Massachusetts
$7.35M -$11M -350,662 -60%
Schroder Investment Management Group
130
Schroder Investment Management Group
United Kingdom
$7.04M -$1.66M -52,595 -18%
CS
131
Candriam SCA
Luxembourg
$6.56M -$353K -11,224 -5%
MLICM
132
Metropolitan Life Insurance Company (MetLife)
New York
$6.5M -$133K -4,212 -2%
BA
133
Bridgewater Associates
Connecticut
$6.36M -$20.4M -648,837 -76%
CWM
134
CIBC World Markets
New York
$6.31M -$16.2M -514,993 -72%
FIM
135
Frontier Investment Management
Texas
$6.3M +$430K +13,659 +7%
EGM
136
Engineers Gate Manager
New York
$6.15M +$276K +8,761 +5%
Squarepoint
137
Squarepoint
New York
$6.15M +$465K +14,772 +8%
CIC
138
Cornercap Investment Counsel
Georgia
$6.02M -$332K -10,535 -5%
KCM
139
Kennedy Capital Management
Missouri
$5.99M -$120K -3,826 -2%
Ohio Public Employees Retirement System (OPERS)
140
Ohio Public Employees Retirement System (OPERS)
Ohio
$5.98M -$62K -1,968 -1%
Verition Fund Management
141
Verition Fund Management
Connecticut
$5.89M +$3.11M +98,717 +107%
GCMG
142
Gyroscope Capital Management Group
Florida
$5.83M +$230K +7,305 +4%
AIG
143
American International Group
New York
$5.77M -$826K -26,253 -12%
OTPPB
144
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.74M -$446K -14,169 -7%
OPERF
145
Oregon Public Employees Retirement Fund
Oregon
$5.58M +$123K +3,923 +2%
Ameriprise
146
Ameriprise
Minnesota
$5.5M +$648K +20,584 +13%
BCM
147
Brookstone Capital Management
Illinois
$5.39M -$389K -12,349 -7%
HI
148
HBK Investments
Texas
$5.31M -$39.7M -1,260,751 -88%
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$5.2M +$573K +18,206 +12%
HCM
150
Highbridge Capital Management
New York
$4.97M -$27.6M -876,940 -84%

FE Hedge Fund Activity: Q3 2017 in Review

522 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2017, worth a combined $11.2B — up 8.4% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new FE positions and 46 closed out — a net gain of 5 holders — while 202 added to existing stakes and 186 trimmed.

The largest buyer was BlackRock, adding an estimated $228M. The largest seller was Luminus Management, cutting an estimated $154M.

  • 522 institutional investors held FirstEnergy (FE) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $11.2B of FirstEnergy stock for Q3 2017, up 8.4% quarter-over-quarter.
  • 51 funds opened new FirstEnergy positions in Q3 2017 and 46 closed out, a net change of +5 holders.
  • The largest FirstEnergy buyer in Q3 2017 was BlackRock, an estimated $228M added.
  • The largest FirstEnergy seller in Q3 2017 was Luminus Management, an estimated $154M sold.

Based on aggregated 13F filings for Q3 2017.