FirstEnergy
591 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, 188 reducing their positions, and 61 closing their positions.
220% more funds holding in top 10
Funds holding in top 10: 5 → 16 (+11)
198% more call options, than puts
Call options by funds: $205M | Put options by funds: $68.8M
38% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 61
34% more capital invested
Capital invested by funds: $11.4B → $15.4B (+$3.94B)
19% more repeat investments, than reductions
Existing positions increased: 224 | Existing positions reduced: 188
11.05% more ownership
Funds ownership: 84.16% → 95.21% (+11%)
3% more funds holding
Funds holding: 574 → 591 (+17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$961M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$311M |
| 3 |
FTCM
Fir Tree Capital Management
New York
|
+$215M |
| 4 |
BlackRock
New York
|
+$145M |
| 5 |
EIP
Epoch Investment Partners
New York
|
+$143M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$148M |
| 2 |
LM
Luminus Management
Houston,
Texas
|
-$65.4M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$62.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$54.3M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$35M |
FE Hedge Fund Activity: Q1 2018 in Review
591 of the 4,373 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 61 closed out — a net gain of 23 holders — while 224 added to existing stakes and 188 trimmed.
The largest buyer was Zimmer Partners, adding an estimated $961M. The largest seller was Invesco, cutting an estimated $148M.
- 591 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 61 closed out, a net change of +23 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.