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FirstEnergy

683 hedge funds and large institutions have $17.2B invested in FirstEnergy in 2022 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 241 increasing their positions, 217 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $56.6M | Put options by funds: $33.3M

11% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 217

9% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 88

0.34% more ownership

Funds ownership: 81.62%81.96% (+0.34%)

0% more funds holding

Funds holding: 683683 (0)

3% less capital invested

Capital invested by funds: $17.8B → $17.2B (-$571M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
683
Holders Change
Holders Change %
0%
% of All Funds
11.77%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
96
Increased
241
Reduced
217
Closed
88
Calls
$56.6M
Puts
$33.3M
Net Calls
+$23.4M
Net Calls Change
-$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
NL
326
Navalign LLC
California
$606K +$55.8K +1,413 +9%
SWP
327
Stratos Wealth Partners
Ohio
$602K -$24.5K -621 -4%
Capstone Investment Advisors
328
Capstone Investment Advisors
New York
$598K +$566K +14,332 +784%
LFA
329
Legacy Financial Advisors
Kentucky
$584K +$4.07K +103 +0.7%
TPA
330
Trivium Point Advisory
Connecticut
$583K +$625K +15,825 New
ETC
331
Exchange Traded Concepts
Oklahoma
$578K -$7.23K -183 -1%
PFA
332
Pure Financial Advisors
California
$566K -$37.2K -942 -6%
FDCDDQ
333
Federation des caisses Desjardins du Quebec
Quebec, Canada
$556K -$138K -3,480 -19%
PAG
334
Private Advisor Group
New Jersey
$543K -$401K -10,150 -41%
BC
335
Bridgefront Capital
Texas
$541K -$413K -10,461 -42%
SAS
336
Stelac Advisory Services
New York
$539K
PI
337
PEAK6 Investments
Illinois
$537K +$15.7K +398 +3%
GAM
338
Gotham Asset Management
New York
$536K -$613K -15,512 -52%
TC
339
Titleist Capital
Texas
$534K +$570K +14,427 New
KeyBank National Association
340
KeyBank National Association
Ohio
$527K +$41.3K +1,046 +8%
Wolverine Trading
341
Wolverine Trading
Illinois
$526K +$196K +4,965 +54%
DnB Asset Management
342
DnB Asset Management
Norway
$522K -$39.5K -1,000 -7%
HI
343
Horizon Investments
North Carolina
$516K +$179K +4,517 +47%
SCF
344
Sante Capital Fund
Texas
$514K +$549K +13,884 New
WI
345
Wintrust Investments
Illinois
$502K +$9.68K +245 +2%
SCA
346
Snowden Capital Advisors
New York
$500K -$146K -3,705 -22%
MHC
347
Meyer Handelman Company
New York
$498K
UCFA
348
United Capital Financial Advisors
Texas
$494K -$56.2K -1,421 -10%
PFS
349
Prospera Financial Services
Texas
$493K +$526K +13,321 New
EF
350
Empirical Finance
Pennsylvania
$488K +$87.3K +2,208 +20%

FE Hedge Fund Activity: Q3 2022 in Review

683 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2022, worth a combined $17.2B — down 3.2% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new FE positions and 88 closed out — a net gain of 8 holders — while 241 added to existing stakes and 217 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $348M. The largest seller was GQG Partners, cutting an estimated $205M.

  • 683 institutional investors held FirstEnergy (FE) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $17.2B of FirstEnergy stock for Q3 2022, down 3.2% quarter-over-quarter.
  • 96 funds opened new FirstEnergy positions in Q3 2022 and 88 closed out, a net change of +8 holders.
  • The largest FirstEnergy buyer in Q3 2022 was Boston Partners, an estimated $348M added.
  • The largest FirstEnergy seller in Q3 2022 was GQG Partners, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2022.