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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
SP
426
Symmetry Partners
Connecticut
$303K
FB
427
Fulton Bank
Pennsylvania
$303K +$323K +8,174 New
FWA
428
FSM Wealth Advisors
Ohio
$301K +$322K +8,143 New
MGP
429
Metis Global Partners
California
$298K -$15.1K -382 -5%
DC
430
Diametric Capital
Massachusetts
$298K +$318K +8,050 New
MNBTD
431
Moody National Bank Trust Division
Texas
$294K +$11.8K +299 +4%
FMLI
432
Fukoku Mutual Life Insurance
Japan
$293K
MAM
433
Meeder Asset Management
Ohio
$292K +$124K +3,147 +66%
Brown Advisory
434
Brown Advisory
Maryland
$291K
MLA
435
My Legacy Advisors
Oregon
$290K +$317K +8,026 New
AT
436
Arvest Trust
Oklahoma
$287K +$306K +7,745 New
EH
437
Equitable Holdings
New York
$284K +$13.6K +344 +5%
KHCM
438
Kettle Hill Capital Management
New York
$283K +$302K +7,653 New
MAM
439
Mystic Asset Management
Rhode Island
$281K
TT
440
TI-Trust
Illinois
$279K
BCM
441
Brookstone Capital Management
Illinois
$278K -$41K -1,038 -12%
RCM
442
Raleigh Capital Management
North Carolina
$277K +$296K +7,483 New
BEAM
443
Baker Ellis Asset Management
Washington
$266K +$284K +7,189 New
JWCA
444
J.W. Cole Advisors
Florida
$262K +$280K +7,088 New
CF
445
Centaurus Financial
California
$261K +$988 +25 +0.4%
GT
446
Greenleaf Trust
Michigan
$257K +$30.9K +783 +13%
CAG
447
Csenge Advisory Group
Florida
$251K +$268K +6,787 New
HCP
448
Hexagon Capital Partners
Arkansas
$250K +$88.3K +2,234 +50%
BBHC
449
Brown Brothers Harriman & Co
New York
$250K +$117K +2,961 +78%
PWPS
450
Pinnacle Wealth Planning Services
Ohio
$248K +$265K +6,715 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.