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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
CI
426
Conning Inc
Connecticut
$238K -$20.3K -620 -8%
TCM
427
Tuttle Capital Management
Connecticut
$235K +$221K +6,767 New
HAG
428
HighPoint Advisor Group
Illinois
$234K +$11.2K +342 +5%
MA
429
Montag & Associates
Georgia
$229K
RCAG
430
Rehmann Capital Advisory Group
Michigan
$227K +$214K +6,552 New
MYAM
431
Meiji Yasuda Asset Management
Japan
$227K -$116K -3,548 -35%
MWPCG
432
Measured Wealth Private Client Group
New Hampshire
$225K +$211K +6,473 New
TP
433
Tranquility Partners
Tennessee
$225K +$212K +6,499 New
AC
434
Athanor Capital
New York
$224K -$5.8M -177,597 -96%
MAM
435
Martingale Asset Management
Massachusetts
$224K -$537K -16,445 -72%
CCP
436
Corient Capital Partners
California
$223K +$210K +6,417 New
QI
437
Qtron Investments
Massachusetts
$217K +$204K +6,253 New
SI
438
Stephens Inc
Arkansas
$217K +$205K +6,261 New
William Blair & Company
439
William Blair & Company
Illinois
$213K +$201K +6,144 New
WTB
440
Washington Trust Bank
Washington
$213K +$201K +6,156 New
MSR
441
Main Street Research
Connecticut
$212K +$199K +6,100 New
1832 Asset Management
442
1832 Asset Management
Ontario, Canada
$209K -$71K -2,175 -24%
GC
443
Grimes & Company
Massachusetts
$208K +$196K +6,000 New
MYLI
444
Meiji Yasuda Life Insurance
Japan
$207K -$381K -11,680 -66%
EWA
445
ERTS Wealth Advisors
Michigan
$206K +$194K +5,941 New
Wealthfront Advisers
446
Wealthfront Advisers
California
$205K +$193K +5,906 New
BF
447
BOK Financial
Oklahoma
$204K +$192K +5,887 New
Cerity Partners
448
Cerity Partners
New York
$204K +$193K +5,895 New
JF
449
Jump Financial
Illinois
$203K +$191K +5,855 New
CWM
450
Cedar Wealth Management
California
$201K +$189K +5,800 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.