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FirstEnergy
FE

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: 610 → 630 (+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: 17 → 16 (-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

Top Buyers

Rank Fund Capital Flow
1
IC
Icahn Carl
Florida
+$620M
2
Bank of America
Bank of America
North Carolina
+$192M
3
Invesco
Invesco
Georgia
+$175M
4
BlackRock
BlackRock
New York
+$151M
5
Ameriprise
Ameriprise
Minnesota
+$107M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$118M
2
EC
ECP ControlCo
New Jersey
-$114M
3
CM
Corvex Management
New York
-$93.3M
4
Two Sigma Investments
Two Sigma Investments
New York
-$83.9M
5
Jennison Associates
Jennison Associates
New York
-$81.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
251
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.78M +$287K +8,780 +21%
GAMA
252
Graticule Asia Macro Advisors
New York
$1.74M – – –
SFM
253
Soros Fund Management
New York
$1.74M – – –
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$1.71M -$457 -14 -0%
SFS
255
Sowell Financial Services
Arkansas
$1.71M +$394K +12,071 +36%
OAM
256
Optimal Asset Management
California
$1.67M -$925K -28,315 -37%
TI
257
Trexquant Investment
Connecticut
$1.64M +$1.54M +47,210 New
CIBC Asset Management
258
CIBC Asset Management
Ontario, Canada
$1.64M -$13.6K -417 -0.9%
CAN
259
Cetera Advisor Networks
California
$1.63M +$767K +23,484 +100%
US Bancorp
260
US Bancorp
Minnesota
$1.61M -$113K -3,460 -7%
SAM
261
Securian Asset Management
Minnesota
$1.59M -$51.5K -1,578 -3%
PMG
262
ProVise Management Group
Florida
$1.59M -$12.2K -375 -0.8%
NB
263
Norinchukin Bank
Japan
$1.57M +$24.5K +751 +2%
Jane Street
264
Jane Street
New York
$1.56M -$11.1M -339,178 -88%
HHAM
265
HITE Hedge Asset Management
Massachusetts
$1.56M +$1.47M +45,100 New
OPERF
266
Oregon Public Employees Retirement Fund
Oregon
$1.56M +$79.3K +2,429 +6%
MTIM
267
Marathon Trading Investment Management
Pennsylvania
$1.54M +$1.45M +44,454 New
S
268
Seeyond
France
$1.52M – – –
PCM
269
Prelude Capital Management
New York
$1.49M +$1.4M +42,866 New
ANTB
270
AMG National Trust Bank
Colorado
$1.48M +$1.39M +42,708 New
CCM
271
Courage Capital Management
Tennessee
$1.46M – – –
TRSOTSOK
272
Teachers Retirement System of the State of Kentucky
Kentucky
$1.45M -$106K -3,250 -7%
MSRPS
273
Maryland State Retirement & Pension System
Maryland
$1.44M +$1.07M +32,710 +376%
IAIM
274
International Assets Investment Management
Florida
$1.43M +$700K +21,442 +96%
IG
275
ING Group
Netherlands
$1.25M -$751 -23 -0.1%
9 10
11
12 13

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.