FirstEnergy
469 hedge funds and large institutions have $10.3B invested in FirstEnergy in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 148 increasing their positions, 174 reducing their positions, and 37 closing their positions.
55% more call options, than puts
Call options by funds: $62.9M | Put options by funds: $40.6M
22% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 37
0% more funds holding
Funds holding: 468 → 469 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.82% less ownership
Funds ownership: 75.63% → 74.81% (-0.82%)
9% less capital inflows, than outflows
Capital inflows: $717M | Capital outflows: $790M
15% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 174
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$211M |
| 2 |
Teachers Advisors
New York
|
+$66.8M |
| 3 |
Millennium Management
New York
|
+$64.6M |
| 4 |
BlackRock Advisors
Wilmington,
Delaware
|
+$28.5M |
| 5 |
Managed Account Advisors
Jersey City,
New Jersey
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$239M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$87.2M |
| 3 |
State Street
Boston,
Massachusetts
|
-$38.9M |
| 4 |
UBS O'Connor
Chicago,
Illinois
|
-$36.4M |
| 5 |
T
TOBAM
Paris,
France
|
-$33.1M |
FE Hedge Fund Activity: Q2 2015 in Review
469 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q2 2015, worth a combined $10.3B — down 8.1% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new FE positions and 37 closed out — a net gain of 8 holders — while 148 added to existing stakes and 174 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $211M. The largest seller was Capital Research Global Investors, cutting an estimated $239M.
- 469 institutional investors held FirstEnergy (FE) as of Q2 2015, up from 468 in Q1 2015.
- Funds reported $10.3B of FirstEnergy stock for Q2 2015, down 8.1% quarter-over-quarter.
- 45 funds opened new FirstEnergy positions in Q2 2015 and 37 closed out, a net change of +8 holders.
- The largest FirstEnergy buyer in Q2 2015 was T. Rowe Price Associates, an estimated $211M added.
- The largest FirstEnergy seller in Q2 2015 was Capital Research Global Investors, an estimated $239M sold.
Based on aggregated 13F filings for Q2 2015.