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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
FFG
451
Frisch Financial Group
New York
$200K +$189K +5,776 New
LS
452
Livforsakringsbolaget Skandia
Sweden
$198K
SIM
453
Sentry Investment Management
Wisconsin
$197K -$903K -27,652 -83%
CF
454
Centaurus Financial
California
$194K +$16.3K +500 +10%
BFEC
455
Benjamin F. Edwards & Company
Missouri
$192K -$21.9K -670 -11%
CFGS
456
Concourse Financial Group Securities
Alabama
$188K +$42.1K +1,290 +31%
APA
457
American Portfolios Advisors
New York
$184K +$96.8K +2,965 +126%
FCB
458
First Command Bank
Texas
$181K
FCFS
459
First Command Financial Services
Texas
$181K
CG
460
Cutler Group
California
$178K +$95.8K +2,932 +133%
GI
461
Gradient Investments
Minnesota
$170K -$13.6K -416 -8%
GWM
462
Geneos Wealth Management
Colorado
$148K -$5.88K -180 -4%
Bessemer Group
463
Bessemer Group
New Jersey
$143K -$6.4K -196 -5%
MIFH
464
Migdal Insurance & Financial Holdings
Israel
$129K +$59.3K +1,817 +95%
ST
465
Smithfield Trust
Pennsylvania
$128K -$16.3K -500 -12%
FC
466
FORA Capital
Florida
$117K +$13.1K +401 +14%
TCWM
467
Total Clarity Wealth Management
Illinois
$116K +$110K +3,354 New
HCP
468
Hexagon Capital Partners
Arkansas
$115K -$24.1K -737 -18%
SAM
469
Shell Asset Management
Netherlands
$108K -$26.8K -821 -21%
NSB
470
Norway Savings Bank
Maine
$105K
SFSIG
471
San Francisco Sentry Investment Group
California
$104K -$980 -30 -1%
CHC
472
City Holding Co
West Virginia
$104K
MS
473
Maven Securities
Jersey
$104K +$98K +3,000 New
GLLW
474
Graves Light Lenhart Wealth
Virginia
$99K
PFGIA
475
Patriot Financial Group Insurance Agency
Massachusetts
$98K +$33.6K +1,030 +57%

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.