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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
SI
326
Stephens Inc
Arkansas
$709K +$2.88K +68 +0.4%
SFS
327
Sowell Financial Services
Arkansas
$680K -$757K -17,904 -54%
NL
328
Navalign LLC
California
$675K +$6.09K +144 +1%
QIM
329
Quantitative Investment Management
Virginia
$655K +$604K +14,289 New
ETC
330
Exchange Traded Concepts
Oklahoma
$653K -$47.4K -1,121 -7%
RIG
331
Roosevelt Investment Group
New York
$647K +$60.4K +1,429 +11%
KC
332
Kepos Capital
New York
$646K -$113K -2,678 -16%
Citadel Advisors
333
Citadel Advisors
Florida
$644K -$11.1M -261,719 -95%
BBVA
334
Banco Bilbao Vizcaya Argentaria
Spain
$641K +$4.19K +99 +0.7%
CIAS
335
Capital Investment Advisory Services
North Carolina
$639K -$86.7K -2,050 -13%
KeyBank National Association
336
KeyBank National Association
Ohio
$634K +$45.6K +1,079 +8%
FDCDDQ
337
Federation des caisses Desjardins du Quebec
Quebec, Canada
$633K – – –
HI
338
Horizon Investments
North Carolina
$628K +$146K +3,448 +33%
MHC
339
Meyer Handelman Company
New York
$618K – – –
KOC
340
Koss-Olinger Consulting
Florida
$614K -$65.3K -1,544 -10%
KWILP
341
Kiwi Wealth Investments Limited Partnership
New Zealand
$611K +$564K +13,334 New
WI
342
Wintrust Investments
Illinois
$609K -$10.4K -247 -2%
BAM
343
Belpointe Asset Management
Nevada
$599K -$158K -3,737 -22%
CHAM
344
Clear Harbor Asset Management
Connecticut
$588K – – –
BPC
345
Banque Pictet & Cie
Switzerland
$585K -$199K -4,701 -27%
MW
346
Marcum Wealth
Ohio
$581K +$53K +1,254 +11%
SS
347
Simplicity Solutions
Minnesota
$580K +$535K +12,645 New
PP
348
Prudential plc
United Kingdom
$577K +$532K +12,579 New
BCM
349
Brookstone Capital Management
Illinois
$569K +$140K +3,299 +37%
Northwestern Mutual Wealth Management
350
Northwestern Mutual Wealth Management
Wisconsin
$560K +$22.6K +534 +5%
12 13
14
15 16

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.