FirstEnergy
535 hedge funds and large institutions have $11.3B invested in FirstEnergy in 2016 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 222 increasing their positions, 161 reducing their positions, and 50 closing their positions.
381% more call options, than puts
Call options by funds: $202M | Put options by funds: $42.1M
38% more repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 161
16% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 50
1% more funds holding
Funds holding: 532 → 535 (+3)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
0.37% less ownership
Funds ownership: 76.41% → 76.04% (-0.37%)
1% less capital invested
Capital invested by funds: $11.4B → $11.3B (-$101M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$185M |
| 2 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$77.9M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$74.5M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$66.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$39.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$270M |
| 2 |
Goldman Sachs
New York
|
-$167M |
| 3 |
Royal London Asset Management
United Kingdom
|
-$122M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$86.7M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$76.2M |
FE Hedge Fund Activity: Q2 2016 in Review
535 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q2 2016, worth a combined $11.3B — down 0.89% from $11.4B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new FE positions and 50 closed out — a net gain of 8 holders — while 222 added to existing stakes and 161 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $185M. The largest seller was T. Rowe Price Associates, cutting an estimated $270M.
- 535 institutional investors held FirstEnergy (FE) as of Q2 2016, up from 532 in Q1 2016.
- Funds reported $11.3B of FirstEnergy stock for Q2 2016, down 0.89% quarter-over-quarter.
- 58 funds opened new FirstEnergy positions in Q2 2016 and 50 closed out, a net change of +8 holders.
- The largest FirstEnergy buyer in Q2 2016 was AQR Capital Management, an estimated $185M added.
- The largest FirstEnergy seller in Q2 2016 was T. Rowe Price Associates, an estimated $270M sold.
Based on aggregated 13F filings for Q2 2016.