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FirstEnergy

727 hedge funds and large institutions have $18.5B invested in FirstEnergy in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 273 increasing their positions, 228 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more call options, than puts

Call options by funds: $73.6M | Put options by funds: $34.7M

100% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 45

20% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 228

5% more funds holding

Funds holding: 691727 (+36)

0.36% less ownership

Funds ownership: 84.22%83.86% (-0.36%)

1% less capital invested

Capital invested by funds: $18.7B → $18.5B (-$213M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
727
Holders Change
+36
Holders Change %
+5.21%
% of All Funds
10.5%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
90
Increased
273
Reduced
228
Closed
45
Calls
$73.6M
Puts
$34.7M
Net Calls
+$39M
Net Calls Change
+$33.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
501
Checchi Capital Advisers
California
$207K +$210K +5,413 New
JGUA
502
John G. Ullman & Associates
New York
$207K -$19.4K -500 -8%
GT
503
Glenmede Trust
Pennsylvania
$206K -$5.39K -139 -3%
1WM
504
1858 Wealth Management
Ohio
$206K +$209K +5,383 New
WSFS
505
Wilmington Savings Fund Society
Delaware
$206K
FWP
506
Firethorn Wealth Partners
Georgia
$205K +$1.09K +28 +0.5%
SB
507
Simmons Bank
Arkansas
$204K -$5.82K -150 -3%
GLA
508
Good Life Advisors
Pennsylvania
$203K +$205K +5,296 New
DB
509
Danske Bank
Denmark
$201K
FTWA
510
Fifth Third Wealth Advisors
Ohio
$199K +$202K +5,198 New
IAIM
511
International Assets Investment Management
Florida
$185K +$187K +4,828 New
RFS
512
Richardson Financial Services
Massachusetts
$183K -$8.14K -210 -4%
Walleye Trading
513
Walleye Trading
New York
$171K +$55.7K +1,436 +48%
AF
514
Allworth Financial
California
$152K +$13.5K +347 +10%
TF
515
Tompkins Financial
New York
$152K -$39 -1 -0%
CT
516
Colonial Trust
South Carolina
$143K +$105K +2,700 +261%
S
517
SignatureFD
Georgia
$140K +$21.6K +556 +18%
SWM
518
Spire Wealth Management
Virginia
$137K -$1.4K -36 -1%
CA
519
Clearstead Advisors
Ohio
$129K +$52.9K +1,365 +68%
FFA
520
Farther Finance Advisors
California
$126K +$51.3K +1,322 +67%
MG
521
Mather Group
Illinois
$126K +$5.55K +143 +5%
HFS
522
Hantz Financial Services
Michigan
$123K -$4.89K -126 -4%
AIM
523
Anchor Investment Management
South Carolina
$122K -$582 -15 -0.5%
QCG
524
Quadrant Capital Group
Ohio
$117K +$13.1K +337 +12%
OC
525
Oakworth Capital
Alabama
$116K

FE Hedge Fund Activity: Q2 2024 in Review

727 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q2 2024, worth a combined $18.5B — down 1.1% from $18.7B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new FE positions and 45 closed out — a net gain of 45 holders — while 273 added to existing stakes and 228 trimmed.

The largest buyer was Soroban Capital Partners, adding an estimated $95.7M. The largest seller was T. Rowe Price Associates, cutting an estimated $81.4M.

  • 727 institutional investors held FirstEnergy (FE) as of Q2 2024, up from 691 in Q1 2024.
  • Funds reported $18.5B of FirstEnergy stock for Q2 2024, down 1.1% quarter-over-quarter.
  • 90 funds opened new FirstEnergy positions in Q2 2024 and 45 closed out, a net change of +45 holders.
  • The largest FirstEnergy buyer in Q2 2024 was Soroban Capital Partners, an estimated $95.7M added.
  • The largest FirstEnergy seller in Q2 2024 was T. Rowe Price Associates, an estimated $81.4M sold.

Based on aggregated 13F filings for Q2 2024.