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FirstEnergy

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: 610630 (+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: 1716 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
301
Wealthstreet Investment Advisors
Texas
$905K -$19.6K -600 -2%
AM
302
Ares Management
California
$902K
ECM
303
ExodusPoint Capital Management
New York
$893K +$185K +5,676 +28%
CC
304
Centiva Capital
New York
$864K +$814K +24,911 New
MC
305
Moors & Cabot
Massachusetts
$862K +$159K +4,868 +24%
CGH
306
Crossmark Global Holdings
Texas
$860K +$2.29K +70 +0.3%
NMIMC
307
Northwestern Mutual Investment Management Company
Wisconsin
$854K -$168K -5,151 -17%
PA
308
Profund Advisors
Maryland
$854K -$10.7K -328 -1%
Nordea Investment Management
309
Nordea Investment Management
Sweden
$848K -$1.72M -52,733 -68%
LF
310
Lee Financial
Texas
$845K +$60.3K +1,845 +8%
BC
311
Bridgefront Capital
Texas
$810K +$763K +23,364 New
X
312
Xponance
Pennsylvania
$809K -$3.27K -100 -0.4%
CP
313
Camelot Portfolios
Ohio
$807K +$134K +4,108 +21%
UAS
314
United Asset Strategies
New York
$784K +$12.8K +392 +2%
LBD
315
Landsberg Bennett & Dubbaneh
Florida
$781K +$162K +4,951 +28%
WTFG
316
Wells Trecaso Financial Group
Ohio
$774K
MML Investors Services
317
MML Investors Services
Massachusetts
$763K +$50.2K +1,537 +8%
WAM
318
World Asset Management
Michigan
$748K -$1.31K -40 -0.2%
SCM
319
Spreng Capital Management
Ohio
$742K +$74.3K +2,275 +12%
PAG
320
Private Advisor Group
New Jersey
$726K -$37.1K -1,137 -5%
SO
321
STRS Ohio
Ohio
$715K -$7.19K -220 -1%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$710K +$583K +17,853 +682%
HIA
323
Harbor Investment Advisory
Maryland
$705K -$4.87K -149 -0.7%
DBT
324
Dubuque Bank & Trust
Iowa
$692K
CCB
325
Cutter & Co Brokerage
Missouri
$688K +$647K +19,821 New

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.