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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
Natixis Advisors
376
Natixis Advisors
Massachusetts
$362K +$341K +10,443 New
DCM
377
Dimension Capital Management
Florida
$360K
CPIA
378
Cornell Pochily Investment Advisors
New York
$359K +$66.1K +2,024 +24%
Vontobel Holding
379
Vontobel Holding
Switzerland
$357K -$21K -644 -6%
CA
380
Cetera Advisors
Colorado
$352K +$332K +10,153 New
VI
381
Vestcor Inc
New Brunswick, Canada
$350K -$7.74K -237 -2%
LIA
382
LS Investment Advisors
Michigan
$349K -$87.6K -2,681 -21%
MCM
383
MAI Capital Management
Ohio
$349K +$329K +10,061 New
MW
384
Marcum Wealth
Ohio
$348K -$25.2K -771 -7%
NICM
385
Neo Ivy Capital Management
New York
$345K +$325K +9,949 New
FDCDDQ
386
Federation des caisses Desjardins du Quebec
Quebec, Canada
$344K +$205K +6,277 +173%
PRC
387
Pearl River Capital
Michigan
$340K +$320K +9,809 New
SB
388
Simmons Bank
Arkansas
$336K +$7.35K +225 +2%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$336K +$37.2K +1,138 +13%
JWCA
390
J.W. Cole Advisors
Florida
$329K -$327 -10 -0.1%
DCM
391
Dupont Capital Management
Delaware
$326K -$94.1K -2,880 -23%
WCM
392
Windsor Capital Management
Arizona
$319K
SLF
393
Sun Life Financial
Ontario, Canada
$319K +$105K +3,218 +54%
AAS
394
Avantax Advisory Services
Texas
$318K +$300K +9,174 New
JIC
395
Johnson Investment Counsel
Ohio
$316K -$31.6K -967 -10%
HWAM
396
Hennion & Walsh Asset Management
New Jersey
$312K +$293K +8,980 New
SS
397
Simplicity Solutions
Minnesota
$306K -$1.13M -34,561 -80%
CA
398
Cullinan Associates
Kentucky
$305K +$3.27K +100 +1%
Baird Financial Group
399
Baird Financial Group
Wisconsin
$294K -$68.1K -2,085 -20%
HI
400
Harbour Investments
Wisconsin
$292K +$275K +8,428 New

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.