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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
MHC
401
Meyer Handelman Company
New York
$291K +$13.1K +400 +5%
KPWS
402
Kestra Private Wealth Services
Texas
$290K +$23K +705 +9%
KeyBank National Association
403
KeyBank National Association
Ohio
$286K -$37.6K -1,150 -12%
SP
404
Symmetry Partners
Connecticut
$284K
IAA
405
Independent Advisor Alliance
North Carolina
$281K -$58.2K -1,781 -18%
BRWA
406
B. Riley Wealth Advisors
Florida
$279K +$39K +1,194 +17%
WI
407
Wintrust Investments
Illinois
$278K +$262K +8,010 New
CPO
408
Cerity Partners OCIO
New York
$277K -$464K -14,215 -64%
AQR Capital Management
409
AQR Capital Management
Connecticut
$277K -$100K -3,071 -28%
FWP
410
Firethorn Wealth Partners
Georgia
$271K +$255K +7,812 New
WANY
411
Wealthspire Advisors (New York)
New York
$266K -$234K -7,163 -48%
Brown Advisory
412
Brown Advisory
Maryland
$265K -$261 -8 -0.1%
LOAME
413
Lombard Odier Asset Management (Europe)
United Kingdom
$263K -$218K -6,672 -47%
AIP
414
Ameritas Investment Partners
Nebraska
$261K -$25.3K -774 -9%
CIBC Private Wealth Group
415
CIBC Private Wealth Group
Georgia
$261K -$16.8K -515 -6%
Marshall Wace
416
Marshall Wace
United Kingdom
$259K -$855K -26,175 -78%
RFO
417
RiverGlades Family Offices
Florida
$258K -$44.1K -1,350 -15%
EP
418
Eudaimonia Partners
Tennessee
$255K
HSA
419
HBK Sorce Advisory
Pennsylvania
$251K +$236K +7,229 New
LP
420
LMR Partners
United Kingdom
$250K +$235K +7,208 New
FMLI
421
Fukoku Mutual Life Insurance
Japan
$246K
HVP
422
Hudson Value Partners
Florida
$245K +$230K +7,050 New
AWAP
423
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$245K +$231K +7,075 New
BTWM
424
Baker Tilly Wealth Management
Wisconsin
$243K +$229K +6,996 New
KC
425
Kepos Capital
New York
$240K

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.