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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
CA
276
Callahan Advisors
Texas
$1.5M – – –
IWS
277
Insight Wealth Strategies
California
$1.47M -$197K -4,648 -13%
DIM
278
DC Investments Management
Virginia
$1.46M +$20.3K +480 +2%
Rockefeller Capital Management
279
Rockefeller Capital Management
New York
$1.43M +$104K +2,453 +9%
Mariner
280
Mariner
Kansas
$1.4M +$513K +12,117 +66%
IA
281
IFP Advisors
Florida
$1.38M +$89.3K +2,111 +8%
SCM
282
Spreng Capital Management
Ohio
$1.37M +$177K +4,190 +16%
Pacer Advisors
283
Pacer Advisors
Pennsylvania
$1.34M -$247K -5,843 -17%
EP
284
Edgestream Partners
New Jersey
$1.32M +$1.22M +28,730 New
SC
285
Sagefield Capital
Texas
$1.31M – – –
MC
286
Moors & Cabot
Massachusetts
$1.29M -$94.3K -2,229 -7%
MGWM
287
Marks Group Wealth Management
Minnesota
$1.28M +$268K +6,339 +29%
AA
288
Argent Advisors
Louisiana
$1.27M +$68.4K +1,618 +6%
QI
289
Qtron Investments
Massachusetts
$1.24M – – –
PA
290
Profund Advisors
Maryland
$1.22M +$131K +3,104 +13%
LWMM
291
Legacy Wealth Management (Mississippi)
Mississippi
$1.21M – – –
CGH
292
Crossmark Global Holdings
Texas
$1.2M +$16.9K +400 +2%
ACI
293
AMP Capital Investors
Australia
$1.2M -$3.99M -94,316 -78%
RIM
294
Redpoint Investment Management
Australia
$1.18M -$3.88M -91,688 -78%
CFB
295
Cullen/Frost Bankers
Texas
$1.17M +$20K +474 +2%
PAG
296
Private Advisor Group
New Jersey
$1.17M +$21K +496 +2%
UAS
297
United Asset Strategies
New York
$1.14M +$7.66K +181 +0.7%
ASN
298
Advisory Services Network
Georgia
$1.13M -$344K -8,125 -25%
HWAM
299
Hennion & Walsh Asset Management
New Jersey
$1.11M +$221K +5,230 +27%
Thrivent Financial for Lutherans
300
Thrivent Financial for Lutherans
Minnesota
$1.11M +$39.1K +924 +4%
10 11
12
13 14

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.