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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
RC
401
RegentAtlantic Capital
New Jersey
$335K -$8.89K -225 -2%
MCM
402
MAI Capital Management
Ohio
$333K +$59K +1,494 +20%
GC
403
Grimes & Company
Massachusetts
$333K +$119K +3,000 +50%
SIA
404
Schechter Investment Advisors
Michigan
$333K +$356K +9,020 New
BPC
405
Banque Pictet & Cie
Switzerland
$331K +$84.6K +2,142 +32%
IF
406
Intrua Financial
Texas
$329K -$12.4K -313 -3%
SWM
407
SeaCrest Wealth Management
New York
$328K -$48.7K -1,233 -12%
RIG
408
Roosevelt Investment Group
New York
$326K +$71.1K +1,800 +26%
LNC
409
Lincoln National Corp
Pennsylvania
$324K +$43.4K +1,098 +14%
Aviva
410
Aviva
United Kingdom
$322K -$2.71M -68,661 -89%
CIM
411
Contravisory Investment Management
Massachusetts
$322K +$344K +8,715 New
MW
412
Marcum Wealth
Ohio
$319K +$27.6K +699 +9%
CIM
413
Chiron Investment Management
New York
$318K +$340K +8,603 New
TMAM
414
Tokio Marine Asset Management
Japan
$317K +$21.7K +548 +7%
JIC
415
Johnson Investment Counsel
Ohio
$315K +$40 +1 +0%
V
416
Veritable
Delaware
$315K +$52.2K +1,321 +18%
GC
417
Gilbert & Cook
Iowa
$313K +$325K +8,233 New
KOC
418
Koss-Olinger Consulting
Florida
$311K -$68K -1,720 -17%
Vontobel Holding
419
Vontobel Holding
Switzerland
$311K -$35.4K -897 -10%
DWM
420
Drive Wealth Management
Utah
$309K -$140K -3,551 -30%
ZB
421
Zions Bancorporation
Utah
$308K +$22.6K +571 +7%
AWA
422
Arete Wealth Advisors
Illinois
$307K +$328K +8,310 New
CWM
423
CIBC World Markets
New York
$305K -$1.25M -31,620 -79%
SB
424
Simmons Bank
Arkansas
$304K -$54.2K -1,371 -14%
IP
425
Investment Partners
Ohio
$304K +$325K +8,223 New

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.