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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
CWP
526
Concord Wealth Partners
Virginia
$123K -$11.6K -275 -9%
CBT
527
CoreFirst Bank & Trust
Kansas
$118K – – –
TWC
528
TD Waterhouse Canada
Ontario, Canada
$115K +$102K +2,405 +3,590%
FPB
529
First PREMIER Bank
South Dakota
$115K – – –
GWM
530
Geneos Wealth Management
Colorado
$112K -$12.3K -291 -11%
SSG
531
Summit Securities Group
New York
$112K +$104K +2,450 New
CWC
532
Carolinas Wealth Consulting
North Carolina
$111K +$550 +13 +0.5%
WTA
533
Washington Trust Advisors
Massachusetts
$108K -$22.6K -535 -18%
DCM
534
Dupont Capital Management
Delaware
$105K -$21.7K -514 -18%
LWCFA
535
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K – – –
AIL
536
AGF Investments LLC
Ontario, Canada
$86K +$38.7K +915 +96%
GKIM
537
GW&K Investment Management
Massachusetts
$85K -$47.3K -1,119 -38%
CFFP
538
Center for Financial Planning
Michigan
$85K – – –
UB
539
UMB Bank
Missouri
$85K – – –
JIR
540
James Investment Research
Ohio
$85K +$78.6K +1,859 New
CA
541
Clearstead Advisors
Ohio
$84K +$45.9K +1,084 +146%
HPC
542
HM Payson & Co
Maine
$83K – – –
QCG
543
Quadrant Capital Group
Ohio
$79K +$846 +20 +1%
AIM
544
Achmea Investment Management
Netherlands
$78K +$42.8K +1,011 +145%
NSIM
545
North Star Investment Management
Illinois
$77K – – –
AWM
546
Accel Wealth Management
Iowa
$77K +$846 +20 +1%
FCA
547
FinTrust Capital Advisors
South Carolina
$77K +$71K +1,678 New
CSB
548
City State Bank
Iowa
$72K – – –
APP
549
Alpha Paradigm Partners
Illinois
$71K +$65.9K +1,558 New
JWA
550
JFS Wealth Advisors
Pennsylvania
$70K -$3.34K -79 -5%
20 21
22
23 24

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.