FirstEnergy
690 hedge funds and large institutions have $17.7B invested in FirstEnergy in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 209 increasing their positions, 242 reducing their positions, and 76 closing their positions.
46% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 76
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more capital invested
Capital invested by funds: $16.1B → $17.7B (+$1.63B)
4% more funds holding
Funds holding: 663 → 690 (+27)
2.19% more ownership
Funds ownership: 82.15% → 84.34% (+2.2%)
14% less repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 242
33% less call options, than puts
Call options by funds: $51.6M | Put options by funds: $76.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$683M |
| 2 |
Morgan Stanley
New York
|
+$265M |
| 3 |
Neuberger Berman Group
New York
|
+$89.7M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.7M |
| 5 |
ZP
Zimmer Partners
New York
|
+$59.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$297M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$125M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$73.8M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$51.3M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$48.1M |
FE Hedge Fund Activity: Q4 2023 in Review
690 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2023, worth a combined $17.7B — up 10% from $16.1B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new FE positions and 76 closed out — a net gain of 35 holders — while 209 added to existing stakes and 242 trimmed.
The largest buyer was Capital World Investors, adding an estimated $683M. The largest seller was Icahn Carl, cutting an estimated $297M.
- 690 institutional investors held FirstEnergy (FE) as of Q4 2023, up from 663 in Q3 2023.
- Funds reported $17.7B of FirstEnergy stock for Q4 2023, up 10% quarter-over-quarter.
- 111 funds opened new FirstEnergy positions in Q4 2023 and 76 closed out, a net change of +35 holders.
- The largest FirstEnergy buyer in Q4 2023 was Capital World Investors, an estimated $683M added.
- The largest FirstEnergy seller in Q4 2023 was Icahn Carl, an estimated $297M sold.
Based on aggregated 13F filings for Q4 2023.