We are live on ! Find out more
FE icon

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
HT
326
HAP Trading
New York
$685K +$645K +19,750 New
CI
327
Cigna Investments
Connecticut
$679K +$22K +675 +4%
AA
328
Argent Advisors
Louisiana
$650K +$380K +11,630 +163%
IRF
329
IBM Retirement Fund
New York
$645K -$46.4K -1,420 -7%
Robeco Institutional Asset Management
330
Robeco Institutional Asset Management
Netherlands
$634K -$916K -28,051 -61%
SWP
331
Stratos Wealth Partners
Ohio
$627K +$48.4K +1,483 +9%
B
332
BP
United Kingdom
$625K -$131K -4,010 -18%
HNB
333
Huntington National Bank
Ohio
$623K -$9.67K -296 -2%
LIM
334
Longfellow Investment Management
Massachusetts
$623K +$233K +7,130 +66%
QOP
335
Quinn Opportunity Partners
Virginia
$609K -$28.3M -867,581 -98%
Jennison Associates
336
Jennison Associates
New York
$608K -$81.2M -2,486,580 -99%
BAM
337
Belpointe Asset Management
Nevada
$596K -$204K -6,260 -27%
EOJOAM
338
E. Ohman J:or Asset Management
Sweden
$590K +$555K +17,000 New
CIAS
339
Capital Investment Advisory Services
North Carolina
$589K -$36.9K -1,130 -6%
Mirae Asset Global Investments
340
Mirae Asset Global Investments
South Korea
$584K -$196 -6 -0%
SAI
341
Systematic Alpha Investments
New Jersey
$579K +$545K +16,700 New
Tudor Investment Corp
342
Tudor Investment Corp
Connecticut
$568K -$1.11M -34,108 -68%
MGWM
343
Marks Group Wealth Management
Minnesota
$550K +$118K +3,620 +30%
BOH
344
Bank of Hawaii
Hawaii
$545K +$31.8K +975 +7%
KRSITF
345
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$524K -$8.72K -267 -2%
PFA
346
Pure Financial Advisors
California
$522K
SCA
347
Snowden Capital Advisors
New York
$521K +$210K +6,423 +75%
CHAM
348
Clear Harbor Asset Management
Connecticut
$521K +$491K +15,025 New
HSA
349
Hussman Strategic Advisors
Maryland
$520K
VCWA
350
Vanguard Capital Wealth Advisors
Colorado
$511K +$477K +14,600 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.