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FirstEnergy
FE

716 hedge funds and large institutions have $19.7B invested in FirstEnergy in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 275 increasing their positions, 211 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 65

37% more call options, than puts

Call options by funds: $73.7M | Put options by funds: $53.7M

30% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 211

14% more capital invested

Capital invested by funds: $17.2B → $19.7B (+$2.47B)

5% more funds holding

Funds holding: 683 → 716 (+33)

1.61% less ownership

Funds ownership: 81.96% → 80.35% (-1.6%)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
716
Holders Change
+33
Holders Change %
+4.83%
% of All Funds
11.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
112
Increased
275
Reduced
211
Closed
65
Calls
$73.7M
Puts
$53.7M
Net Calls
+$20.1M
Net Calls Change
-$3.29M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$228M
2
Capital World Investors
Capital World Investors
California
+$190M
3
Boston Partners
Boston Partners
Massachusetts
+$110M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$86.1M
5
BlackRock
BlackRock
New York
+$84.9M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$154M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$115M
3
Amundi
Amundi
France
-$107M
4
Citadel Advisors
Citadel Advisors
Florida
-$103M
5
JP Morgan Chase
JP Morgan Chase
New York
-$94.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Teacher Retirement System of Texas
226
Teacher Retirement System of Texas
Texas
$2.5M -$5.38M -137,738 -70%
NAM
227
Nissay Asset Management
Japan
$2.48M -$80K -2,047 -3%
FCI
228
Financial Counselors Inc
Kansas
$2.44M -$11.3K -288 -0.5%
CAN
229
Cetera Advisor Networks
California
$2.4M +$245K +6,274 +12%
TRSOTSOK
230
Teachers Retirement System of the State of Kentucky
Kentucky
$2.2M – – –
GI
231
GAMCO Investors
Connecticut
$2.13M -$8.68K -222 -0.4%
HNB
232
Huntington National Bank
Ohio
$2.07M +$75.5K +1,931 +4%
BMSSC
233
B. Metzler seel. Sohn & Co
Germany
$2.07M -$59.2K -1,515 -3%
SPC
234
Sigma Planning Corp
Michigan
$2.06M +$4.11K +105 +0.2%
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$2.02M -$218K -5,567 -10%
Mariner
236
Mariner
Kansas
$1.99M -$147K -3,765 -7%
AAM
237
Advisors Asset Management
Colorado
$1.98M -$30.2K -772 -2%
SA
238
Strategic Advisors
New York
$1.93M – – –
SMDAM
239
Sumitomo Mitsui DS Asset Management
Japan
$1.87M +$245K +6,277 +16%
WBC
240
Westpac Banking Corp
Australia
$1.87M -$694K -17,759 -28%
Bank of Nova Scotia
241
Bank of Nova Scotia
Ontario, Canada
$1.87M -$4.77K -122 -0.3%
SAM
242
Securian Asset Management
Minnesota
$1.87M +$14K +357 +0.8%
MCM
243
Moore Capital Management
New York
$1.85M +$1.72M +44,100 New
SFS
244
Sowell Financial Services
Arkansas
$1.84M +$80.2K +2,052 +5%
MSRPS
245
Maryland State Retirement & Pension System
Maryland
$1.79M +$1.67M +42,700 New
KRS
246
Kentucky Retirement Systems
Kentucky
$1.79M +$7.31K +187 +0.4%
VIA
247
Vident Investment Advisory
Georgia
$1.75M +$160K +4,084 +11%
OPERF
248
Oregon Public Employees Retirement Fund
Oregon
$1.75M -$1.79M -45,788 -52%
BOSSRA
249
B.O.S.S. Retirement Advisors
Utah
$1.7M +$1.59M +40,561 New
BCM
250
Bayesian Capital Management
New York
$1.67M +$1.56M +39,827 New
8 9
10
11 12

FE Hedge Fund Activity: Q4 2022 in Review

716 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2022, worth a combined $19.7B — up 14% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new FE positions and 65 closed out — a net gain of 47 holders — while 275 added to existing stakes and 211 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $228M. The largest seller was Invesco, cutting an estimated $154M.

  • 716 institutional investors held FirstEnergy (FE) as of Q4 2022, up from 683 in Q3 2022.
  • Funds reported $19.7B of FirstEnergy stock for Q4 2022, up 14% quarter-over-quarter.
  • 112 funds opened new FirstEnergy positions in Q4 2022 and 65 closed out, a net change of +47 holders.
  • The largest FirstEnergy buyer in Q4 2022 was T. Rowe Price Associates, an estimated $228M added.
  • The largest FirstEnergy seller in Q4 2022 was Invesco, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2022.