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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
ONST
476
Old North State Trust
North Carolina
$97K
FPB
477
First PREMIER Bank
South Dakota
$87K +$50.6K +1,550 +161%
CWP
478
Concord Wealth Partners
Virginia
$83K +$9.77K +299 +14%
CWC
479
Carolinas Wealth Consulting
North Carolina
$82K +$490 +15 +0.6%
VFA
480
Valeo Financial Advisors
Indiana
$79K
CAC
481
Cowen and Company
New York
$75K +$70.6K +2,162 New
CBT
482
CoreFirst Bank & Trust
Kansas
$74K +$16K +490 +30%
TC
483
Trust Company
Kansas
$69K +$30.4K +931 +89%
AIM
484
Anchor Investment Management
South Carolina
$67.4K +$9.93K +304 +19%
ED
485
Exane Derivatives
France
$64.8K +$9.34K +286 +18%
CFFP
486
Center for Financial Planning
Michigan
$64K
LSA
487
Leonteq Securities AG
Switzerland
$62.2K -$50.7K -1,553 -46%
HPC
488
HM Payson & Co
Maine
$62K
JWA
489
JFS Wealth Advisors
Pennsylvania
$59K +$457 +14 +0.8%
NSIM
490
North Star Investment Management
Illinois
$58K
AWM
491
Accel Wealth Management
Iowa
$56K +$261 +8 +0.5%
MAM
492
Meeder Asset Management
Ohio
$55K -$15.3K -469 -23%
QCG
493
Quadrant Capital Group
Ohio
$54K +$13.1K +400 +34%
Carson Wealth (CWM LLC)
494
Carson Wealth (CWM LLC)
Nebraska
$53K
TPCW
495
TD Private Client Wealth
New York
$48.4K -$55.1K -1,686 -55%
HI
496
Hudock Inc
Pennsylvania
$45K +$163 +5 +0.4%
BFC
497
Bedel Financial Consulting
Indiana
$45K +$19.4K +593 +86%
LCM
498
Logan Capital Management
Pennsylvania
$45K +$42.5K +1,300 New
EFSCE
499
Enterprise Financial Services Corp (EFSC)
Missouri
$44K -$1.18K -36 -3%
First Manhattan
500
First Manhattan
New York
$44K

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.