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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
Blackstone Inc
26
Blackstone Inc
New York
$113M
Morgan Stanley
27
Morgan Stanley
New York
$112M -$15.1M -461,825 -13%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$106M -$53.8M -1,648,100 -35%
6CM
29
683 Capital Management
New York
$104M -$13.5M -413,889 -12%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$101M +$711K +21,765 +0.8%
Barclays
31
Barclays
United Kingdom
$97.2M +$32.6M +999,434 +55%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$95M -$2.93M -89,598 -3%
Charles Schwab
33
Charles Schwab
California
$91.7M +$3.57M +109,184 +4%
PAMU
34
Pictet Asset Management (UK)
United Kingdom
$87.4M -$15.3M -467,737 -16%
RCMU
35
Rokos Capital Management (UK)
United Kingdom
$84.2M +$29M +886,617 +57%
Swiss National Bank
36
Swiss National Bank
Switzerland
$75.7M +$1.18M +36,000 +2%
N
37
Nuveen
North Carolina
$71.1M -$118M -3,616,305 -64%
PPA
38
Parametric Portfolio Associates
Washington
$67.9M +$4.84M +148,207 +8%
ZP
39
Zimmer Partners
New York
$67M +$20M +611,027 +46%
Sumitomo Mitsui Trust Group
40
Sumitomo Mitsui Trust Group
Japan
$65.9M +$3.84M +117,551 +7%
JP Morgan Chase
41
JP Morgan Chase
New York
$65.9M +$6.92M +211,853 +13%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$63M +$18.3M +561,192 +45%
UBS AM
43
UBS AM
Illinois
$56.1M +$2.18M +66,627 +4%
VAS
44
VR Advisory Services
Cayman Islands
$54.5M +$1.49M +45,740 +3%
FTCM
45
Fir Tree Capital Management
New York
$54.1M -$40.8M -1,248,589 -44%
Deutsche Bank
46
Deutsche Bank
Germany
$52.9M +$12.6M +385,775 +34%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$51.9M +$1.62M +49,670 +3%
Manulife (Manufacturers Life Insurance)
48
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51.4M +$224K +6,871 +0.5%
Bank of Nova Scotia
49
Bank of Nova Scotia
Ontario, Canada
$51.1M +$16.6M +509,099 +53%
AAMU
50
Amundi Asset Management US
Massachusetts
$43.3M -$2.43M -74,446 -6%

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.