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FirstEnergy

590 hedge funds and large institutions have $15.4B invested in FirstEnergy in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 224 increasing their positions, 187 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more funds holding in top 10

Funds holding in top 10: 516 (+11)

198% more call options, than puts

Call options by funds: $205M | Put options by funds: $68.8M

35% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 62

34% more capital invested

Capital invested by funds: $11.4B → $15.4B (+$3.93B)

20% more repeat investments, than reductions

Existing positions increased: 224 | Existing positions reduced: 187

11.05% more ownership

Funds ownership: 84.16%95.21% (+11%)

3% more funds holding

Funds holding: 574590 (+16)

Holders
590
Holders Change
+16
Holders Change %
+2.79%
% of All Funds
13.52%
Holding in Top 10
16
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+220%
% of All Funds
0.37%
New
84
Increased
224
Reduced
187
Closed
62
Calls
$205M
Puts
$68.8M
Net Calls
+$136M
Net Calls Change
+$116M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.95B +$145M +4,513,372 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.88B +$311M +9,677,574 +21%
State Street
3
State Street
Massachusetts
$1.11B -$27.4M -852,008 -3%
ZP
4
Zimmer Partners
New York
$1.02B +$961M +29,923,831 +14,694%
LSV Asset Management
5
LSV Asset Management
Illinois
$633M +$104M +3,227,655 +21%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$511M +$56.2M +1,749,824 +13%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$390M +$107M +3,319,718 +41%
Goldman Sachs
8
Goldman Sachs
New York
$359M +$17.9M +556,903 +6%
Renaissance Technologies
9
Renaissance Technologies
New York
$332M +$11.7M +364,292 +4%
Invesco
10
Invesco
Georgia
$305M -$148M -4,594,965 -34%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$292M +$123M +3,836,250 +81%
FTCM
12
Fir Tree Capital Management
New York
$228M +$215M +6,699,056 New
TCIM
13
TIAA CREF Investment Management
New York
$228M -$21M -654,557 -9%
CCM
14
Causeway Capital Management
California
$213M +$131M +4,090,338 +188%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$206M +$5.02M +156,234 +3%
Northern Trust
16
Northern Trust
Illinois
$188M -$2.87M -89,280 -2%
Bank of America
17
Bank of America
North Carolina
$179M +$9.78M +304,402 +6%
Franklin Resources
18
Franklin Resources
California
$169M -$10.5M -325,571 -6%
EIP
19
Epoch Investment Partners
New York
$152M +$143M +4,460,990 New
TSW
20
Thompson Siegel & Walmsley
Virginia
$152M -$10.7M -332,197 -7%
Charles Schwab
21
Charles Schwab
California
$140M +$4.78M +148,853 +4%
TA
22
Teachers Advisors
New York
$127M +$4.51M +140,459 +4%
CS
23
Credit Suisse
Switzerland
$122M +$93M +2,895,538 +422%
Morgan Stanley
24
Morgan Stanley
New York
$117M +$41.3M +1,287,095 +60%
LM
25
Lasry Marc
$110M +$104M +3,244,851 New

FE Hedge Fund Activity: Q1 2018 in Review

590 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2018, worth a combined $15.4B — up 34% from $11.4B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new FE positions and 62 closed out — a net gain of 22 holders — while 224 added to existing stakes and 187 trimmed.

The largest buyer was Zimmer Partners, adding an estimated $961M. The largest seller was Invesco, cutting an estimated $148M.

  • 590 institutional investors held FirstEnergy (FE) as of Q1 2018, up from 574 in Q4 2017.
  • Funds reported $15.4B of FirstEnergy stock for Q1 2018, up 34% quarter-over-quarter.
  • 84 funds opened new FirstEnergy positions in Q1 2018 and 62 closed out, a net change of +22 holders.
  • The largest FirstEnergy buyer in Q1 2018 was Zimmer Partners, an estimated $961M added.
  • The largest FirstEnergy seller in Q1 2018 was Invesco, an estimated $148M sold.

Based on aggregated 13F filings for Q1 2018.