FirstEnergy
639 hedge funds and large institutions have $15.7B invested in FirstEnergy in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 265 increasing their positions, 166 reducing their positions, and 49 closing their positions.
231% more call options, than puts
Call options by funds: $259M | Put options by funds: $78.4M
60% more repeat investments, than reductions
Existing positions increased: 265 | Existing positions reduced: 166
59% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 49
3% more funds holding
Funds holding: 621 → 639 (+18)
1.13% less ownership
Funds ownership: 82.34% → 81.22% (-1.1%)
5% less capital invested
Capital invested by funds: $16.6B → $15.7B (-$876M)
20% less funds holding in top 10
Funds holding in top 10: 15 → 12 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$58.7M |
| 2 |
Renaissance Technologies
New York
|
+$46.5M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$46M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$38.8M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$38.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$105M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$96.2M |
| 3 |
JP Morgan Chase
New York
|
-$80.7M |
| 4 |
Millennium Management
New York
|
-$78.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$63.3M |
FE Hedge Fund Activity: Q3 2021 in Review
639 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2021, worth a combined $15.7B — down 5.3% from $16.6B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new FE positions and 49 closed out — a net gain of 29 holders — while 265 added to existing stakes and 166 trimmed.
The largest buyer was Canada Pension Plan Investment Board, adding an estimated $58.7M. The largest seller was Invesco, cutting an estimated $105M.
- 639 institutional investors held FirstEnergy (FE) as of Q3 2021, up from 621 in Q2 2021.
- Funds reported $15.7B of FirstEnergy stock for Q3 2021, down 5.3% quarter-over-quarter.
- 78 funds opened new FirstEnergy positions in Q3 2021 and 49 closed out, a net change of +29 holders.
- The largest FirstEnergy buyer in Q3 2021 was Canada Pension Plan Investment Board, an estimated $58.7M added.
- The largest FirstEnergy seller in Q3 2021 was Invesco, an estimated $105M sold.
Based on aggregated 13F filings for Q3 2021.