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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
YIH
351
Y-Intercept (HK)
Hong Kong
$492K +$466K +14,257 New
CIA
352
Capital Investment Advisors
Georgia
$486K +$10.2K +311 +2%
KAS
353
Kestra Advisory Services
Texas
$484K -$1.48M -45,365 -76%
IA
354
IFP Advisors
Florida
$482K +$134K +4,107 +42%
EWA
355
EP Wealth Advisors
California
$475K -$32.8K -1,004 -7%
WB
356
WesBanco Bank
West Virginia
$455K +$429K +13,124 New
VIA
357
Vident Investment Advisory
Georgia
$452K +$32.6K +997 +8%
TU
358
TDAM USA
Ontario, Canada
$447K -$53.7K -1,643 -11%
BFIM
359
Beese Fulmer Investment Management
Ohio
$445K +$40.2K +1,231 +11%
II
360
Inspire Investing
Idaho
$441K -$19.5K -598 -4%
NL
361
Navalign LLC
California
$433K +$408K +12,485 New
MC
362
Maverick Capital
Texas
$431K -$623K -19,065 -61%
Cetera Investment Advisers
363
Cetera Investment Advisers
Illinois
$429K +$23.9K +733 +6%
BBVA
364
Banco Bilbao Vizcaya Argentaria
Spain
$419K -$45.2K -1,385 -10%
AP
365
Advisor Partners
California
$419K +$24.2K +741 +7%
NA
366
NewEdge Advisors
Louisiana
$416K +$392K +11,996 New
CAPTRUST Financial Advisors
367
CAPTRUST Financial Advisors
North Carolina
$399K +$134K +4,097 +55%
SWM
368
SeaCrest Wealth Management
New York
$394K +$15.5K +474 +4%
Mercer Global Advisors
369
Mercer Global Advisors
Colorado
$388K +$1.83K +56 +0.5%
KF
370
Krilogy Financial
Missouri
$385K +$65 +2 +0%
ACI
371
Alpha Cubed Investments
California
$382K
GRP
372
Global Retirement Partners
California
$381K +$22.2K +679 +7%
OQS
373
Occudo Quantitative Strategies
Florida
$379K +$357K +10,932 New
Allianz Asset Management
374
Allianz Asset Management
Germany
$374K -$120K -3,673 -25%
Rafferty Asset Management
375
Rafferty Asset Management
New York
$370K -$53.2K -1,629 -13%

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.