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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
AA
501
AlphaMark Advisors
Kentucky
$44K +$31.2K +955 +318%
BCA
502
Berman Capital Advisors
Georgia
$43K +$1.27K +39 +3%
CIA
503
CSat Investment Advisory
Michigan
$43K +$2.32K +71 +6%
AI
504
ArchPoint Investors
Florida
$42K
IRC
505
Investors Research Corp
Georgia
$39K
HFA
506
Hoover Financial Advisors
Pennsylvania
$38K +$392 +12 +1%
CWA
507
Clearview Wealth Advisors
Oregon
$36K
FMTCOCP
508
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$36K
DAM
509
Delta Asset Management
Tennessee
$35K
KTC
510
Kistler-Tiffany Companies
Pennsylvania
$33K +$65 +2 +0.2%
FWM
511
Focused Wealth Management
New York
$33K +$14.6K +447 +87%
S
512
SignatureFD
Georgia
$32K -$8.49K -260 -22%
WTC
513
WhitTier Trust Company
Nevada
$32K
M1FG
514
Mach-1 Financial Group
Arkansas
$32K +$30.9K +945 New
CA
515
Clearstead Advisors
Ohio
$30K +$4.38K +134 +18%
CI
516
CX Institutional
Indiana
$30K +$5.55K +170 +24%
AF
517
Arrow Financial
New York
$28K -$4.47K -137 -15%
PA
518
Parallel Advisors
California
$27K +$15.4K +470 +153%
TSW
519
Thompson Siegel & Walmsley
Virginia
$26K -$29.6M -905,810 -100%
CB
520
CNB Bank
Pennsylvania
$26K
NIM
521
NuWave Investment Management
New Jersey
$25K -$310K -9,493 -93%
RFA
522
Reilly Financial Advisors
California
$25K
MCM
523
MV Capital Management
Maryland
$24K +$1.01K +31 +5%
PFBT
524
Parkside Financial Bank & Trust
Missouri
$20K +$3.14K +96 +20%
Federated Hermes
525
Federated Hermes
Pennsylvania
$19K -$222K -6,784 -93%

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.