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FirstEnergy
FE

695 hedge funds and large institutions have $21.7B invested in FirstEnergy in 2022 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 208 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $94.9M | Put options by funds: $29.7M

27% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 208

11% more capital invested

Capital invested by funds: $19.5B → $21.7B (+$2.18B)

7% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 88

0% less funds holding

Funds holding: 697 → 695 (-2)

3.61% less ownership

Funds ownership: 86.74% → 83.13% (-3.6%)

46% less funds holding in top 10

Funds holding in top 10: 13 → 7 (-6)

Holders
695
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
10.96%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
94
Increased
265
Reduced
208
Closed
88
Calls
$94.9M
Puts
$29.7M
Net Calls
+$65.2M
Net Calls Change
-$57.3M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$394M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$328M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$188M
4
State Street
State Street
Massachusetts
+$145M
5
Invesco
Invesco
Georgia
+$136M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$235M
2
6CM
683 Capital Management
New York
-$93.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$85.4M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$74M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$66.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
451
Grimes & Company
Massachusetts
$275K – – –
IWM
452
IHT Wealth Management
Illinois
$275K +$253K +5,989 New
PAS
453
Park Avenue Securities
New York
$269K +$248K +5,870 New
CWM
454
Cedar Wealth Management
California
$266K – – –
GVAG
455
Great Valley Advisor Group
Delaware
$266K +$22K +521 +10%
MYAM
456
Meiji Yasuda Asset Management
Japan
$265K -$30K -710 -11%
EWA
457
ERTS Wealth Advisors
Michigan
$265K -$16.9K -400 -6%
LC
458
Lindbrook Capital
California
$265K +$4.06K +96 +2%
SAS
459
Stelac Advisory Services
New York
$262K -$492K -11,625 -67%
SFI
460
Siemens Fonds Invest
Germany
$262K – – –
GLA
461
Great Lakes Advisors
Illinois
$261K -$17.8K -420 -7%
LCM
462
Laurion Capital Management
New York
$261K +$241K +5,700 New
RFN
463
RDA Financial Network
Iowa
$258K – – –
SC
464
Savant Capital
Illinois
$258K +$238K +5,626 New
FTC
465
Farmers Trust Company
Ohio
$257K +$2.54K +60 +1%
AIP
466
Almanack Investment Partners
Pennsylvania
$255K +$465 +11 +0.2%
FIA
467
Foundations Investment Advisors
Arizona
$255K +$20.6K +488 +10%
SA
468
Syntax Advisors
New York
$254K -$60.3K -1,425 -20%
VCG
469
Vantage Consulting Group
Virginia
$254K -$60.3K -1,425 -20%
FFG
470
Frisch Financial Group
New York
$254K -$11K -261 -5%
RA
471
RFG Advisory
Alabama
$250K +$7.53K +178 +3%
GI
472
Gradient Investments
Minnesota
$245K +$10K +237 +5%
NGA
473
Naples Global Advisors
Florida
$244K – – –
BSW
474
Buckingham Strategic Wealth
Missouri
$239K – – –
QCM
475
Quantinno Capital Management
New York
$239K +$221K +5,215 New
17 18
19
20 21

FE Hedge Fund Activity: Q1 2022 in Review

695 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2022, worth a combined $21.7B — up 11% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new FE positions and 88 closed out — a net gain of 6 holders — while 265 added to existing stakes and 208 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $394M. The largest seller was Bank of America, cutting an estimated $235M.

  • 695 institutional investors held FirstEnergy (FE) as of Q1 2022, down from 697 in Q4 2021.
  • Funds reported $21.7B of FirstEnergy stock for Q1 2022, up 11% quarter-over-quarter.
  • 94 funds opened new FirstEnergy positions in Q1 2022 and 88 closed out, a net change of +6 holders.
  • The largest FirstEnergy buyer in Q1 2022 was GQG Partners, an estimated $394M added.
  • The largest FirstEnergy seller in Q1 2022 was Bank of America, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2022.