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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
OPERF
251
Oregon Public Employees Retirement Fund
Oregon
$2.11M +$108K +2,558 +6%
MML Investors Services
252
MML Investors Services
Massachusetts
$2.05M +$129K +3,053 +7%
DF
253
Donoghue Forlines
Massachusetts
$2.02M +$1.87M +44,132 New
WBC
254
Westpac Banking Corp
Australia
$2.02M -$131K -3,093 -7%
TA
255
Townsend & Associates
Colorado
$1.98M +$163K +3,853 +10%
MSE
256
MUFG Securities EMEA
United Kingdom
$1.94M +$1.79M +42,400 New
MSRPS
257
Maryland State Retirement & Pension System
Maryland
$1.9M – – –
Nordea Investment Management
258
Nordea Investment Management
Sweden
$1.86M – – –
GT
259
Glenmede Trust
Pennsylvania
$1.83M +$1.47M +34,829 +683%
VIA
260
Vident Investment Advisory
Georgia
$1.82M +$913K +21,579 +119%
KBC Group
261
KBC Group
Belgium
$1.81M -$52.3K -1,236 -3%
TCM
262
Teza Capital Management
Illinois
$1.77M +$600K +14,189 +58%
TRSOTSOK
263
Teachers Retirement System of the State of Kentucky
Kentucky
$1.76M -$70.8K -1,673 -4%
LSERS
264
Louisiana State Employees Retirement System
Louisiana
$1.75M +$80.4K +1,900 +6%
SDIC
265
South Dakota Investment Council
South Dakota
$1.74M -$513K -12,133 -24%
MWM
266
Midwest Wealth Management
Indiana
$1.74M +$63.5K +1,501 +4%
SMDAM
267
Sumitomo Mitsui DS Asset Management
Japan
$1.73M +$13K +308 +0.8%
X
268
Xponance
Pennsylvania
$1.67M +$95.6K +2,260 +7%
KRS
269
Kentucky Retirement Systems
Kentucky
$1.67M +$135K +3,182 +10%
DTL
270
Dynamic Technology Lab
Singapore
$1.64M +$1.51M +35,729 New
MLICM
271
Metropolitan Life Insurance Company (MetLife)
New York
$1.61M -$1.14M -27,034 -43%
CWM
272
CIBC World Markets
New York
$1.59M -$30.7M -724,739 -95%
BPA
273
Beacon Pointe Advisors
California
$1.57M +$81.2K +1,920 +6%
FC
274
FORA Capital
Florida
$1.52M +$1.41M +33,281 New
NMERB
275
New Mexico Educational Retirement Board
New Mexico
$1.52M -$4.23K -100 -0.3%
9 10
11
12 13

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.