We are live on ! Find out more
FE icon

FirstEnergy

683 hedge funds and large institutions have $17.2B invested in FirstEnergy in 2022 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 241 increasing their positions, 217 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $56.6M | Put options by funds: $33.3M

11% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 217

9% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 88

0.34% more ownership

Funds ownership: 81.62%81.96% (+0.34%)

0% more funds holding

Funds holding: 683683 (0)

3% less capital invested

Capital invested by funds: $17.8B → $17.2B (-$571M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
683
Holders Change
Holders Change %
0%
% of All Funds
11.77%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
96
Increased
241
Reduced
217
Closed
88
Calls
$56.6M
Puts
$33.3M
Net Calls
+$23.4M
Net Calls Change
-$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
476
Cedar Wealth Management
California
$215K
CGL
477
Clarius Group LLC
Washington
$215K +$230K +5,808 New
MS
478
Madden Securities
Texas
$213K -$169K -4,275 -43%
FCB
479
First Command Bank
Texas
$212K -$14K -355 -6%
FCFS
480
First Command Financial Services
Texas
$212K -$14K -355 -6%
SFI
481
Siemens Fonds Invest
Germany
$211K
FTDI
482
First Trust Direct Indexing
Massachusetts
$209K -$5.22K -132 -2%
MYAM
483
Meiji Yasuda Asset Management
Japan
$208K -$32.4K -820 -13%
SC
484
Savant Capital
Illinois
$206K +$3.79K +96 +2%
FFG
485
Frisch Financial Group
New York
$205K +$237 +6 +0.1%
CG
486
Cutler Group
California
$205K +$183K +4,630 +496%
PCMF
487
Private Capital Management (Florida)
Florida
$204K +$217K +5,500 New
JF
488
Jump Financial
Illinois
$202K -$5.58M -141,166 -96%
BFC
489
Bedel Financial Consulting
Indiana
$202K +$214K +5,413 New
MA
490
MKT Advisors
California
$202K +$216K +5,454 New
CIBC World Market
491
CIBC World Market
Ontario, Canada
$200K -$3.22M -81,485 -94%
GI
492
Gradient Investments
Minnesota
$189K
AIM
493
Anchor Investment Management
South Carolina
$189K
Pacer Advisors
494
Pacer Advisors
Pennsylvania
$188K -$7.8M -197,495 -97%
MA
495
Montag & Associates
Georgia
$181K
LC
496
Lindbrook Capital
California
$178K +$6.64K +168 +4%
LSA
497
Leonteq Securities AG
Switzerland
$173K -$9.76K -247 -5%
APA
498
American Portfolios Advisors
New York
$170K -$1.23K -31 -0.7%
TSWM
499
Tyler-Stone Wealth Management
Ohio
$164K +$11.9K +300 +7%
PP
500
Paloma Partners
Connecticut
$160K +$171K +4,315 New

FE Hedge Fund Activity: Q3 2022 in Review

683 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2022, worth a combined $17.2B — down 3.2% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new FE positions and 88 closed out — a net gain of 8 holders — while 241 added to existing stakes and 217 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $348M. The largest seller was GQG Partners, cutting an estimated $205M.

  • 683 institutional investors held FirstEnergy (FE) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $17.2B of FirstEnergy stock for Q3 2022, down 3.2% quarter-over-quarter.
  • 96 funds opened new FirstEnergy positions in Q3 2022 and 88 closed out, a net change of +8 holders.
  • The largest FirstEnergy buyer in Q3 2022 was Boston Partners, an estimated $348M added.
  • The largest FirstEnergy seller in Q3 2022 was GQG Partners, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2022.