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FirstEnergy
FE

695 hedge funds and large institutions have $21.7B invested in FirstEnergy in 2022 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 208 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $94.9M | Put options by funds: $29.7M

27% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 208

11% more capital invested

Capital invested by funds: $19.5B → $21.7B (+$2.18B)

7% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 88

0% less funds holding

Funds holding: 697 → 695 (-2)

3.61% less ownership

Funds ownership: 86.74% → 83.13% (-3.6%)

46% less funds holding in top 10

Funds holding in top 10: 13 → 7 (-6)

Holders
695
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
10.96%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
94
Increased
265
Reduced
208
Closed
88
Calls
$94.9M
Puts
$29.7M
Net Calls
+$65.2M
Net Calls Change
-$57.3M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$394M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$328M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$188M
4
State Street
State Street
Massachusetts
+$145M
5
Invesco
Invesco
Georgia
+$136M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$235M
2
6CM
683 Capital Management
New York
-$93.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$85.4M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$74M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$66.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NAM
226
Nissay Asset Management
Japan
$2.66M +$59.5K +1,407 +2%
AII
227
AGF Investments Inc
Ontario, Canada
$2.65M +$2.44M +57,710 New
OTPPB
228
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.64M +$280K +6,611 +13%
ANTB
229
AMG National Trust Bank
Colorado
$2.61M -$27.2K -642 -1%
SPC
230
Sigma Planning Corp
Michigan
$2.57M -$71.6K -1,692 -3%
CB
231
Commerce Bank
Missouri
$2.55M -$3.24M -76,666 -58%
MAM
232
Meeder Asset Management
Ohio
$2.49M +$2.29M +54,224 New
HIMCH
233
Hartford Investment Management Co (HIMCO)
Connecticut
$2.48M -$57.4K -1,358 -2%
BMSSC
234
B. Metzler seel. Sohn & Co
Germany
$2.48M – – –
DILIC
235
Dai-ichi Life Insurance Company
Japan
$2.45M – – –
NB
236
Norinchukin Bank
Japan
$2.44M +$274K +6,473 +14%
Natixis Advisors
237
Natixis Advisors
Massachusetts
$2.42M +$938K +22,167 +73%
CIBC Asset Management
238
CIBC Asset Management
Ontario, Canada
$2.4M +$181K +4,274 +9%
GI
239
GAMCO Investors
Connecticut
$2.4M – – –
LMIM
240
Lockheed Martin Investment Management
Maryland
$2.38M -$398K -9,400 -15%
US Bancorp
241
US Bancorp
Minnesota
$2.36M +$20.3K +479 +0.9%
PG
242
Pendal Group
Australia
$2.35M +$2.16M +51,178 New
HNB
243
Huntington National Bank
Ohio
$2.29M +$1.67M +39,518 +384%
PGFC
244
Peapack-Gladstone Financial Corp
New Jersey
$2.27M -$62.8K -1,484 -3%
CSS
245
Cubist Systematic Strategies
Connecticut
$2.26M +$1.81M +42,792 +666%
JHCP
246
Jackson Hole Capital Partners
Oklahoma
$2.21M +$415K +9,802 +26%
Fifth Third Bancorp
247
Fifth Third Bancorp
Ohio
$2.16M -$52.8K -1,248 -3%
WCA
248
Waratah Capital Advisors
Ontario, Canada
$2.16M +$1.01M +23,937 +104%
Mirae Asset Global Investments
249
Mirae Asset Global Investments
South Korea
$2.14M +$487K +11,502 +33%
SA
250
Strategic Advisors
New York
$2.11M – – –
8 9
10
11 12

FE Hedge Fund Activity: Q1 2022 in Review

695 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2022, worth a combined $21.7B — up 11% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new FE positions and 88 closed out — a net gain of 6 holders — while 265 added to existing stakes and 208 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $394M. The largest seller was Bank of America, cutting an estimated $235M.

  • 695 institutional investors held FirstEnergy (FE) as of Q1 2022, down from 697 in Q4 2021.
  • Funds reported $21.7B of FirstEnergy stock for Q1 2022, up 11% quarter-over-quarter.
  • 94 funds opened new FirstEnergy positions in Q1 2022 and 88 closed out, a net change of +6 holders.
  • The largest FirstEnergy buyer in Q1 2022 was GQG Partners, an estimated $394M added.
  • The largest FirstEnergy seller in Q1 2022 was Bank of America, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2022.