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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
TFP
501
Tilia Fiduciary Partners
North Carolina
$154K
GRP
502
Global Retirement Partners
California
$149K -$316 -8 -0.2%
BAM
503
Belpointe Asset Management
Nevada
$149K +$159K +4,013 New
TF
504
Tompkins Financial
New York
$146K
Bank of Montreal
505
Bank of Montreal
Ontario, Canada
$135K +$7.66M +193,892 +6%
BEI
506
Benjamin Edwards Inc
Missouri
$134K +$143K +3,631 New
SIM
507
Sentry Investment Management
Wisconsin
$133K
CTC
508
Central Trust Company
Missouri
$115K +$13.4K +340 +12%
BAMF
509
BI Asset Management Fondsmaeglerselskab
Denmark
$112K -$92.8K -2,348 -44%
FWM
510
Focused Wealth Management
New York
$107K +$277 +7 +0.2%
CWC
511
Carolinas Wealth Consulting
North Carolina
$107K +$711 +18 +0.6%
WTC
512
WhitTier Trust Company
Nevada
$104K
ONST
513
Old North State Trust
North Carolina
$103K +$110K +2,794 New
AF
514
Allworth Financial
California
$101K +$73.5K +1,860 +217%
CBT
515
CoreFirst Bank & Trust
Kansas
$95K
CAL
516
Capital Advisors Ltd
Ohio
$95K +$4.86K +123 +5%
DMBA
517
Deseret Mutual Benefit Administrators
Utah
$94K -$28K -709 -22%
FPB
518
First PREMIER Bank
South Dakota
$93K
CB
519
CNB Bank
Pennsylvania
$87K +$43.5K +1,100 +88%
APP
520
Alpha Paradigm Partners
Illinois
$85K +$90.5K +2,289 New
LWCFA
521
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$84K -$12.3K -312 -12%
QCG
522
Quadrant Capital Group
Ohio
$84K -$3.4K -86 -4%
AF
523
Advisornet Financial
Minnesota
$83K -$33.6K -851 -28%
JWA
524
JFS Wealth Advisors
Pennsylvania
$83K +$29.6K +748 +50%
HFM
525
Harvest Fund Management
China
$80K +$41.7K +1,055 +95%

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.