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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
Cetera Investment Advisers
376
Cetera Investment Advisers
Illinois
$413K -$40.6K -1,027 -8%
CCP
377
Corient Capital Partners
California
$407K
ACM
378
Alethea Capital Management
Washington
$407K +$434K +10,989 New
CA
379
Crumly & Associates
Illinois
$404K -$7.9K -200 -2%
BOS
380
Bank of Stockton
California
$391K +$59.1K +1,495 +16%
QI
381
Qtron Investments
Massachusetts
$389K -$559K -14,155 -57%
DCM
382
Dimension Capital Management
Florida
$384K
RCAG
383
Rehmann Capital Advisory Group
Michigan
$380K +$91.1K +2,306 +29%
PCM
384
Pointe Capital Management
Michigan
$378K +$6.28K +159 +2%
PFO
385
Pathstone Family Office
New Jersey
$376K +$401K +10,135 New
IC
386
IEQ Capital
California
$374K +$123K +3,119 +45%
CWS
387
Confluence Wealth Services
Pennsylvania
$373K -$36.4K -922 -8%
ONB
388
Old National Bancorp
Indiana
$373K +$399K +10,089 New
WB
389
WesBanco Bank
West Virginia
$366K
William Blair & Company
390
William Blair & Company
Illinois
$365K +$10.3K +260 +3%
Tudor Investment Corp
391
Tudor Investment Corp
Connecticut
$364K -$12.9M -327,339 -97%
IAIM
392
International Assets Investment Management
Florida
$361K +$114K +2,881 +42%
KPWS
393
Kestra Private Wealth Services
Texas
$356K -$42K -1,063 -10%
TPCW
394
TD Private Client Wealth
New York
$350K +$340K +8,598 +988%
PCS
395
Personal CFO Solutions
New Jersey
$345K +$369K +9,329 New
WDC
396
Woodward Diversified Capital
California
$343K +$366K +9,270 New
SS
397
Simplicity Solutions
Minnesota
$341K +$32.8K +829 +10%
WCM
398
Windsor Capital Management
Arizona
$340K
JG
399
Jefferies Group
New York
$336K +$359K +9,085 New
SI
400
Stephens Inc
Arkansas
$336K +$593 +15 +0.2%

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.