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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
AG
351
Ascent Group
Virginia
$485K +$508K +12,849 New
CA
352
Cetera Advisors
Colorado
$483K -$30.8K -780 -6%
CIAS
353
Capital Investment Advisory Services
North Carolina
$479K -$3.95K -100 -0.8%
CHAM
354
Clear Harbor Asset Management
Connecticut
$475K
PAS
355
Park Avenue Securities
New York
$474K +$225K +5,692 +80%
BAM
356
Beaumont Asset Management
Texas
$474K +$507K +12,837 New
VI
357
Vestcor Inc
New Brunswick, Canada
$473K +$6.6K +167 +1%
KF
358
Krilogy Financial
Missouri
$467K -$5.97K -151 -1%
FFA
359
First Foundation Advisors
California
$465K +$2.49K +63 +0.5%
BRWA
360
B. Riley Wealth Advisors
Florida
$462K +$150K +3,791 +44%
CWM
361
Cordatus Wealth Management
Pennsylvania
$462K +$493K +12,479 New
AAS
362
Avantax Advisory Services
Texas
$461K -$80K -2,025 -14%
JMPWA
363
JP Morgan Private Wealth Advisors
California
$459K +$244K +6,172 +99%
HF
364
HRT Financial
New York
$456K -$7.81M -197,607 -94%
RIM
365
Redpoint Investment Management
Australia
$455K -$456K -11,542 -48%
BBVA
366
Banco Bilbao Vizcaya Argentaria
Spain
$440K -$27.5K -696 -6%
CAMG
367
CWA Asset Management Group
Florida
$437K +$467K +11,814 New
DF
368
Donoghue Forlines
Massachusetts
$436K -$15.8K -400 -3%
CIA
369
Capital Investment Advisors
Georgia
$436K +$1.98K +50 +0.4%
CFGS
370
Concourse Financial Group Securities
Alabama
$428K +$306K +7,753 +203%
BFIM
371
Beese Fulmer Investment Management
Ohio
$427K -$15.8K -400 -3%
EIP
372
Epoch Investment Partners
New York
$426K +$1.78K +45 +0.4%
API
373
Advisor Partners II
California
$423K +$452K +11,431 New
HI
374
Harbour Investments
Wisconsin
$422K
VI
375
Versor Investments
New York
$414K -$800K -20,246 -64%

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.