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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
SPIA
301
Steward Partners Investment Advisory
New York
$1.09M -$886K -20,938 -47%
CAC
302
Cowen and Company
New York
$1.09M +$1.01M +23,801 New
AWA
303
Arete Wealth Advisors
Illinois
$1.05M +$2.63M +62,240 New
NMIMC
304
Northwestern Mutual Investment Management Company
Wisconsin
$1.04M -$76.6K -1,811 -7%
EFI
305
EHP Funds Inc
Canada
$1.03M +$947K +22,400 New
AAS
306
Avantax Advisory Services
Texas
$1.02M +$14.2K +336 +2%
WTFG
307
Wells Trecaso Financial Group
Ohio
$1.01M -$12.7K -300 -1%
Creative Planning
308
Creative Planning
Kansas
$998K +$37.7K +891 +4%
BTWM
309
Baker Tilly Wealth Management
Wisconsin
$991K +$40.5K +958 +5%
BCV
310
Banque Cantonale Vaudoise
Switzerland
$944K -$977K -23,100 -53%
HIA
311
Harbor Investment Advisory
Maryland
$932K -$1.82K -43 -0.2%
DBT
312
Dubuque Bank & Trust
Iowa
$915K – – –
Walleye Trading
313
Walleye Trading
New York
$874K -$982K -23,207 -55%
VPIM
314
Vanguard Personalized Indexing Management
California
$851K +$95.6K +2,259 +14%
SWP
315
Stratos Wealth Partners
Ohio
$845K -$62.7K -1,483 -7%
BOH
316
Bank of Hawaii
Hawaii
$800K +$4.91K +116 +0.7%
VFA
317
Voya Financial Advisors
Connecticut
$793K +$83.4K +1,971 +13%
CPIA
318
Cornell Pochily Investment Advisors
New York
$775K +$6.89K +163 +1%
KRSITF
319
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$772K +$97.6K +2,308 +16%
SCA
320
Snowden Capital Advisors
New York
$769K +$123K +2,913 +21%
KAS
321
Kestra Advisory Services
Texas
$745K -$83.2K -1,967 -11%
PFA
322
Pure Financial Advisors
California
$729K +$42 +1 +0%
Cetera Investment Advisers
323
Cetera Investment Advisers
Illinois
$720K +$36.4K +861 +6%
LFA
324
Legacy Financial Advisors
Kentucky
$720K +$376K +8,887 +130%
IMRF
325
Illinois Municipal Retirement Fund
Illinois
$713K – – –
11 12
13
14 15

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.