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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
BRWA
351
B. Riley Wealth Advisors
Florida
$551K +$113K +2,662 +29%
ACI
352
Alpha Cubed Investments
California
$550K +$42.3K +1,000 +9%
BAM
353
Bruderman Asset Management
New York
$542K -$607K -14,362 -55%
CIA
354
Capital Investment Advisors
Georgia
$538K -$15.9K -376 -3%
EIP
355
Epoch Investment Partners
New York
$525K +$485K +11,457 New
LNC
356
Lincoln National Corp
Pennsylvania
$524K +$483K +11,408 New
KF
357
Krilogy Financial
Missouri
$521K +$42 +1 +0%
ESCM
358
Echo Street Capital Management
New York
$520K -$340K -8,028 -41%
I
359
INVST
Indiana
$520K -$4.44K -105 -0.8%
DWM
360
Drive Wealth Management
Utah
$518K +$69K +1,631 +17%
BFIM
361
Beese Fulmer Investment Management
Ohio
$514K +$22.8K +540 +5%
CWS
362
Confluence Wealth Services
Pennsylvania
$505K +$4.91K +116 +1%
LIM
363
Longfellow Investment Management
Massachusetts
$504K – – –
GAM
364
Gotham Asset Management
New York
$503K -$127K -3,005 -22%
GT
365
Glenview Trust
Kentucky
$503K +$46.5K +1,100 +11%
KPWS
366
Kestra Private Wealth Services
Texas
$495K -$31.4K -742 -6%
VI
367
Versor Investments
New York
$489K +$451K +10,656 New
GCM
368
Graham Capital Management
Connecticut
$489K +$452K +10,684 New
CA
369
Cetera Advisors
Colorado
$488K +$14.9K +353 +3%
AP
370
Advisor Partners
California
$483K +$3.17K +75 +0.7%
EVM
371
Eaton Vance Management
Massachusetts
$481K -$2.78M -65,703 -86%
IAA
372
Independent Advisor Alliance
North Carolina
$478K +$154K +3,646 +54%
WB
373
WesBanco Bank
West Virginia
$477K -$12.7K -300 -3%
DCM
374
Dimension Capital Management
Florida
$476K – – –
EF
375
Empirical Finance
Pennsylvania
$474K +$49.5K +1,171 +13%
13 14
15
16 17

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.