FirstEnergy
716 hedge funds and large institutions have $19.7B invested in FirstEnergy in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 275 increasing their positions, 211 reducing their positions, and 65 closing their positions.
72% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 65
37% more call options, than puts
Call options by funds: $73.7M | Put options by funds: $53.7M
30% more repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 211
14% more capital invested
Capital invested by funds: $17.2B → $19.7B (+$2.47B)
5% more funds holding
Funds holding: 683 → 716 (+33)
1.61% less ownership
Funds ownership: 81.96% → 80.35% (-1.6%)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$228M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$190M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$110M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$86.1M |
| 5 |
BlackRock
New York
|
+$84.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$154M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$115M |
| 3 |
Amundi
Paris,
France
|
-$107M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$103M |
| 5 |
JP Morgan Chase
New York
|
-$94.3M |
FE Hedge Fund Activity: Q4 2022 in Review
716 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2022, worth a combined $19.7B — up 14% from $17.2B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new FE positions and 65 closed out — a net gain of 47 holders — while 275 added to existing stakes and 211 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $228M. The largest seller was Invesco, cutting an estimated $154M.
- 716 institutional investors held FirstEnergy (FE) as of Q4 2022, up from 683 in Q3 2022.
- Funds reported $19.7B of FirstEnergy stock for Q4 2022, up 14% quarter-over-quarter.
- 112 funds opened new FirstEnergy positions in Q4 2022 and 65 closed out, a net change of +47 holders.
- The largest FirstEnergy buyer in Q4 2022 was T. Rowe Price Associates, an estimated $228M added.
- The largest FirstEnergy seller in Q4 2022 was Invesco, an estimated $154M sold.
Based on aggregated 13F filings for Q4 2022.