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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
LIM
501
Leavell Investment Management
Alabama
$210K +$194K +4,575 New
PTP
502
Platform Technology Partners
New York
$209K -$1.45M -34,344 -88%
TP
503
Tranquility Partners
Tennessee
$208K -$71.6K -1,692 -27%
LFAS
504
Level Four Advisory Services
Texas
$208K +$192K +4,536 New
MC
505
Machina Capital
France
$206K +$190K +4,500 New
BFA
506
Bragg Financial Advisors
North Carolina
$204K +$188K +4,450 New
SFA
507
Sequoia Financial Advisors
Ohio
$204K +$189K +4,467 New
PCM
508
Prelude Capital Management
New York
$202K -$351K -8,302 -65%
C
509
Covestor
United Kingdom
$201K +$45.2K +1,068 +32%
DADC
510
D.A. Davidson & Co
Montana
$200K -$1.1M -26,064 -86%
SIM
511
Sentry Investment Management
Wisconsin
$196K -$51.2K -1,211 -22%
TFP
512
Tilia Fiduciary Partners
North Carolina
$192K – – –
TF
513
Tompkins Financial
New York
$181K +$164K +3,872 +5,957%
CFGS
514
Concourse Financial Group Securities
Alabama
$176K -$88.2K -2,086 -35%
BBHC
515
Brown Brothers Harriman & Co
New York
$174K -$1.1K -26 -0.7%
AG
516
AIA Group
Hong Kong
$174K +$43.5K +1,028 +37%
NIM
517
NuWave Investment Management
New Jersey
$174K +$161K +3,802 New
GRP
518
Global Retirement Partners
California
$161K +$157K +3,720 New
AF
519
Advisornet Financial
Minnesota
$160K +$16.9K +400 +13%
DMBA
520
Deseret Mutual Benefit Administrators
Utah
$151K -$30.2K -714 -18%
HCP
521
Hexagon Capital Partners
Arkansas
$138K -$34.6K -819 -21%
FWM
522
Focused Wealth Management
New York
$132K +$254 +6 +0.2%
GLLW
523
Graves Light Lenhart Wealth
Virginia
$130K – – –
CTC
524
Central Trust Company
Missouri
$128K +$11.4K +270 +11%
MIFH
525
Migdal Insurance & Financial Holdings
Israel
$124K +$114K +2,698 New
19 20
21
22 23

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.