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FirstEnergy

630 hedge funds and large institutions have $15.4B invested in FirstEnergy in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 209 increasing their positions, 209 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 79

21% more call options, than puts

Call options by funds: $189M | Put options by funds: $156M

16% more capital invested

Capital invested by funds: $13.3B → $15.4B (+$2.1B)

3% more funds holding

Funds holding: 610630 (+20)

1.79% more ownership

Funds ownership: 80.21%81.99% (+1.8%)

0% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 209

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
630
Holders Change
+20
Holders Change %
+3.28%
% of All Funds
11.06%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
105
Increased
209
Reduced
209
Closed
79
Calls
$189M
Puts
$156M
Net Calls
+$32.7M
Net Calls Change
+$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
BMSSC
226
B. Metzler seel. Sohn & Co
Germany
$2.28M -$425 -13 -0%
FCI
227
Financial Counselors Inc
Kansas
$2.19M -$5.26K -161 -0.3%
MWM
228
Meridian Wealth Management
Kentucky
$2.13M +$407K +12,472 +26%
Teacher Retirement System of Texas
229
Teacher Retirement System of Texas
Texas
$2.11M -$1.93M -59,160 -49%
TC
230
TownSquare Capital
Utah
$2.1M +$731K +22,375 +58%
OIM
231
Opus Investment Management
Massachusetts
$2.1M
AWM
232
AE Wealth Management
Kansas
$2.09M +$250K +7,653 +15%
HIMCH
233
Hartford Investment Management Co (HIMCO)
Connecticut
$2.06M -$86.6K -2,650 -4%
BCM
234
Buckhead Capital Management
Georgia
$2.04M -$21.4K -655 -1%
SWM
235
Spire Wealth Management
Virginia
$2.04M +$1.94M +59,349 New
APG Asset Management
236
APG Asset Management
Netherlands
$2.03M -$6.98M -213,657 -76%
Daiwa Securities Group
237
Daiwa Securities Group
Japan
$2.02M -$420K -12,846 -18%
SDIC
238
South Dakota Investment Council
South Dakota
$2.01M +$375K +11,485 +25%
ADBIC
239
A.D. Beadell Investment Counsel
Wisconsin
$2M +$1.89M +57,730 New
DTL
240
Dynamic Technology Lab
Singapore
$1.96M +$1.85M +56,567 New
LCM
241
Laurion Capital Management
New York
$1.96M +$1.59M +48,550 +617%
Twin Tree Management
242
Twin Tree Management
Texas
$1.91M +$991K +30,354 +123%
PGFC
243
Peapack-Gladstone Financial Corp
New Jersey
$1.91M +$1.79M +54,950 New
GI
244
GAMCO Investors
Connecticut
$1.89M -$65.4K -2,001 -4%
SPIA
245
Steward Partners Investment Advisory
New York
$1.87M +$167K +5,101 +10%
II
246
IFM Investors
Australia
$1.85M +$140K +4,295 +9%
NAM
247
Nissay Asset Management
Japan
$1.84M -$43.9K -1,345 -2%
SPC
248
Sigma Planning Corp
Michigan
$1.83M -$207K -6,332 -11%
Qube Research & Technologies (QRT)
249
Qube Research & Technologies (QRT)
United Kingdom
$1.81M +$1.7M +52,129 New
CWM
250
CIBC World Markets
New York
$1.8M -$3.89M -119,121 -70%

FE Hedge Fund Activity: Q1 2021 in Review

630 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2021, worth a combined $15.4B — up 16% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new FE positions and 79 closed out — a net gain of 26 holders — while 209 added to existing stakes and 209 trimmed.

The largest buyer was Icahn Carl, opening a new position worth an estimated $620M. The largest seller was Nuveen, cutting an estimated $118M.

  • 630 institutional investors held FirstEnergy (FE) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $15.4B of FirstEnergy stock for Q1 2021, up 16% quarter-over-quarter.
  • 105 funds opened new FirstEnergy positions in Q1 2021 and 79 closed out, a net change of +26 holders.
  • The largest FirstEnergy buyer in Q1 2021 was Icahn Carl, an estimated $620M added.
  • The largest FirstEnergy seller in Q1 2021 was Nuveen, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2021.