FirstEnergy
713 hedge funds and large institutions have $18.5B invested in FirstEnergy in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 260 increasing their positions, 216 reducing their positions, and 77 closing their positions.
43% more call options, than puts
Call options by funds: $66.3M | Put options by funds: $46.5M
20% more repeat investments, than reductions
Existing positions increased: 260 | Existing positions reduced: 216
18% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 77
0.57% more ownership
Funds ownership: 80.35% → 80.92% (+0.57%)
0% less funds holding
Funds holding: 716 → 713 (-3)
6% less capital invested
Capital invested by funds: $19.7B → $18.5B (-$1.13B)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$1.01B |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$62M |
| 3 |
ZP
Zimmer Partners
New York
|
+$58.7M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$55.5M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$44.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$310M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$111M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$104M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$102M |
| 5 |
Cohen & Steers
New York
|
-$95.2M |
FE Hedge Fund Activity: Q1 2023 in Review
713 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2023, worth a combined $18.5B — down 5.8% from $19.7B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new FE positions and 77 closed out — a net gain of 14 holders — while 260 added to existing stakes and 216 trimmed.
The largest buyer was Capital World Investors, adding an estimated $1.01B. The largest seller was Fidelity Investments, cutting an estimated $310M.
- 713 institutional investors held FirstEnergy (FE) as of Q1 2023, down from 716 in Q4 2022.
- Funds reported $18.5B of FirstEnergy stock for Q1 2023, down 5.8% quarter-over-quarter.
- 91 funds opened new FirstEnergy positions in Q1 2023 and 77 closed out, a net change of +14 holders.
- The largest FirstEnergy buyer in Q1 2023 was Capital World Investors, an estimated $1.01B added.
- The largest FirstEnergy seller in Q1 2023 was Fidelity Investments, an estimated $310M sold.
Based on aggregated 13F filings for Q1 2023.