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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
Cohen & Steers
26
Cohen & Steers
New York
$147M -$23.8M -561,491 -15%
California Public Employees Retirement System
27
California Public Employees Retirement System
California
$145M +$20.8M +492,010 +18%
Charles Schwab
28
Charles Schwab
California
$142M +$8.91M +210,690 +7%
Bank of America
29
Bank of America
North Carolina
$131M -$235M -5,551,887 -66%
Massachusetts Financial Services
30
Massachusetts Financial Services
Massachusetts
$124M -$3.02M -71,469 -3%
CIA
31
ClearBridge Investments (Australia)
Australia
$117M +$39.5M +934,346 +58%
Swiss National Bank
32
Swiss National Bank
Switzerland
$108M +$12.3M +289,900 +14%
PPA
33
Parametric Portfolio Associates
Washington
$102M +$1.89M +44,600 +2%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$98.5M +$5.7M +134,677 +7%
Franklin Resources
35
Franklin Resources
California
$96.2M -$213K -5,027 -0.2%
CIMLRA
36
CBRE Investment Management Listed Real Assets
Pennsylvania
$95.2M -$1.98M -46,797 -2%
Victory Capital Management
37
Victory Capital Management
Texas
$93.9M +$12.1M +285,318 +15%
UBS AM
38
UBS AM
Illinois
$93.9M +$15.2M +358,308 +21%
1832 Asset Management
39
1832 Asset Management
Ontario, Canada
$84M +$78.3M +1,851,730 +40,466%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$82.8M -$7.42M -175,439 -9%
BGIM
41
Brandywine Global Investment Management
Pennsylvania
$77M -$2.43M -57,355 -3%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$75.6M +$3.64M +86,132 +6%
Barclays
43
Barclays
United Kingdom
$72.4M -$11.1M -262,932 -14%
Sumitomo Mitsui Trust Group
44
Sumitomo Mitsui Trust Group
Japan
$72.4M -$904K -21,361 -1%
Manulife (Manufacturers Life Insurance)
45
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64.4M +$508K +12,018 +0.9%
Amundi
46
Amundi
France
$55.3M -$2.94M -69,525 -6%
Adage Capital Partners
47
Adage Capital Partners
Massachusetts
$54.8M +$5.93M +140,300 +13%
DPIM
48
Duff & Phelps Investment Management
Illinois
$52.2M – – –
Wells Fargo
49
Wells Fargo
California
$51.2M +$6.51M +153,941 +16%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$50M -$46.5M -1,099,292 -50%
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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.