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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
AIP
451
Ameritas Investment Partners
Nebraska
$247K -$33.1K -838 -11%
CI
452
Cigna Investments
Connecticut
$246K -$17.5K -442 -6%
Bessemer Group
453
Bessemer Group
New Jersey
$246K -$12.2K -308 -4%
NPF
454
Norris Perne & French
Michigan
$246K
TI
455
TTP Investments
California
$246K +$2.17K +55 +0.8%
Cerity Partners
456
Cerity Partners
New York
$246K +$263K +6,659 New
DWT
457
Dorsey & Whitney Trust
South Dakota
$245K +$262K +6,637 New
SA
458
Syntax Advisors
New York
$243K +$11.2K +284 +5%
VCG
459
Vantage Consulting Group
Virginia
$243K +$11.2K +284 +5%
TI
460
Tidal Investments
Wisconsin
$241K +$6.32K +160 +3%
BMCM
461
Burns Matteson Capital Management
New York
$241K +$257K +6,509 New
CAAS
462
Capital Asset Advisory Services
Michigan
$238K +$255K +6,441 New
TWC
463
TD Waterhouse Canada
Ontario, Canada
$238K +$58.7K +1,485 +31%
FWP
464
Firethorn Wealth Partners
Georgia
$235K -$74.5K -1,886 -23%
CWA
465
Centennial Wealth Advisory
Michigan
$234K -$10.6K -267 -4%
FW
466
FirstPurpose Wealth
Utah
$233K +$249K +6,289 New
HSA
467
HBK Sorce Advisory
Pennsylvania
$228K +$14.5K +367 +6%
CIBC Private Wealth Group
468
CIBC Private Wealth Group
Georgia
$227K +$2.02K +51 +0.8%
AG
469
AlphaSimPlex Group
Massachusetts
$226K -$109K -2,761 -31%
TF
470
TIAA FSB
Florida
$225K +$10.2K +258 +4%
FFA
471
Founders Financial Alliance
North Carolina
$224K +$239K +6,060 New
CCA
472
Checchi Capital Advisers
California
$223K +$7.63K +193 +3%
GT
473
Glenmede Trust
Pennsylvania
$223K +$239K +6,037 New
SW
474
SVB Wealth
Massachusetts
$221K +$236K +5,974 New
AIP
475
Almanack Investment Partners
Pennsylvania
$218K +$13.6K +343 +6%

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.