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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
RFO
476
RiverGlades Family Offices
Florida
$238K -$74K -1,750 -25%
FWIA
477
Fort Washington Investment Advisors
Ohio
$238K -$21.1K -500 -9%
MSAM
478
Moloney Securities Asset Management
Missouri
$238K – – –
MOS
479
MGO One Seven
Ohio
$235K +$1.65K +39 +0.8%
CCM
480
Chiron Capital Management
Florida
$234K -$55K -1,300 -20%
WS
481
Wedbush Securities
California
$231K +$213K +5,041 New
H6H
482
Hightower 6M Holding
Kansas
$230K +$213K +5,026 New
Carson Wealth (CWM LLC)
483
Carson Wealth (CWM LLC)
Nebraska
$227K +$65.6K +1,550 +45%
LSA
484
Leonteq Securities AG
Switzerland
$225K +$166K +3,921 +396%
CSIC
485
Clifford Swan Investment Counsel
California
$225K – – –
ES
486
Eagle Strategies
New York
$225K – – –
MA
487
Montag & Associates
Georgia
$224K – – –
FMAEN1
488
Fund Management at Engine No 1
California
$221K +$204K +4,821 New
CWA
489
Centennial Wealth Advisory
Michigan
$221K +$204K +4,827 New
JMPWA
490
JP Morgan Private Wealth Advisors
California
$220K -$46.7K -1,104 -19%
FW
491
FirstPurpose Wealth
Utah
$220K +$203K +4,799 New
JGUA
492
John G. Ullman & Associates
New York
$220K +$203K +4,800 New
RFC
493
Regions Financial Corp
Alabama
$217K -$19.5K -460 -9%
LSV Asset Management
494
LSV Asset Management
Illinois
$216K -$18.7M -442,000 -99%
SWM
495
Spire Wealth Management
Virginia
$213K -$2.21M -52,206 -92%
TSWM
496
Tyler-Stone Wealth Management
Ohio
$213K -$24.9K -589 -11%
FCFC
497
First Commonwealth Financial Corp
Pennsylvania
$213K +$196K +4,631 New
CG
498
CFO4Life Group
Texas
$212K +$196K +4,632 New
FANJ
499
Financial Architects (New Jersey)
New Jersey
$211K +$195K +4,607 New
MA
500
MKT Advisors
California
$210K – – –
18 19
20
21 22

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.