FirstEnergy
470 hedge funds and large institutions have $10.9B invested in FirstEnergy in 2015 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 185 increasing their positions, 143 reducing their positions, and 46 closing their positions.
185% more call options, than puts
Call options by funds: $80.5M | Put options by funds: $28.2M
29% more repeat investments, than reductions
Existing positions increased: 185 | Existing positions reduced: 143
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
6% more capital invested
Capital invested by funds: $10.2B → $10.9B (+$634M)
1.28% more ownership
Funds ownership: 74.79% → 76.07% (+1.3%)
7% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 46
0% more funds holding
Funds holding: 469 → 470 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$305M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$119M |
| 3 |
LM
Luminus Management
Houston,
Texas
|
+$69.5M |
| 4 |
Bank of New York Mellon
New York
|
+$64.6M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$56.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$284M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$228M |
| 3 |
Millennium Management
New York
|
-$88M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$34.8M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$29.5M |
FE Hedge Fund Activity: Q3 2015 in Review
470 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2015, worth a combined $10.9B — up 6.2% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new FE positions and 46 closed out — a net gain of 3 holders — while 185 added to existing stakes and 143 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $305M. The largest seller was Capital World Investors, cutting an estimated $284M.
- 470 institutional investors held FirstEnergy (FE) as of Q3 2015, up from 469 in Q2 2015.
- Funds reported $10.9B of FirstEnergy stock for Q3 2015, up 6.2% quarter-over-quarter.
- 49 funds opened new FirstEnergy positions in Q3 2015 and 46 closed out, a net change of +3 holders.
- The largest FirstEnergy buyer in Q3 2015 was T. Rowe Price Associates, an estimated $305M added.
- The largest FirstEnergy seller in Q3 2015 was Capital World Investors, an estimated $284M sold.
Based on aggregated 13F filings for Q3 2015.