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FirstEnergy

630 hedge funds and large institutions have $15.4B invested in FirstEnergy in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 209 increasing their positions, 209 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 79

21% more call options, than puts

Call options by funds: $189M | Put options by funds: $156M

16% more capital invested

Capital invested by funds: $13.3B → $15.4B (+$2.1B)

3% more funds holding

Funds holding: 610630 (+20)

1.79% more ownership

Funds ownership: 80.21%81.99% (+1.8%)

0% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 209

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
630
Holders Change
+20
Holders Change %
+3.28%
% of All Funds
11.06%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
105
Increased
209
Reduced
209
Closed
79
Calls
$189M
Puts
$156M
Net Calls
+$32.7M
Net Calls Change
+$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
551
Farmers & Merchants Investments Inc
Nebraska
$10K
OAJ
552
Ogorek Anthony Joseph
New York
$10K
SL
553
Savior LLC
Massachusetts
$10K
VRM
554
Vectors Research Management
New York
$10K
JCM
555
Jacobi Capital Management
Pennsylvania
$10K +$3.3K +101 +57%
BC
556
Burleson & Co
California
$10K +$8.95K +274 New
CL
557
COWA LLC
Oklahoma
$10K +$9.8K +300 New
FPFS
558
First Personal Financial Services
North Carolina
$10K +$9.8K +300 New
SSB
559
Sandy Spring Bank
Maryland
$9K -$3.1K -95 -27%
PB
560
Pinnacle Bancorp
Nebraska
$9K
TWA
561
TCI Wealth Advisors
Arizona
$9K
TIM
562
Tortoise Investment Management
New York
$9K
WWM
563
Wolff Wiese Magana
California
$9K
ZB
564
Zions Bancorporation
Utah
$8K -$980 -30 -11%
AIG
565
American International Group
New York
$7K -$4.28M -130,919 -39%
PCG
566
Private Capital Group
Connecticut
$7K -$2.68K -82 -28%
MLFP
567
MPS Loria Financial Planners
Illinois
$7K -$33 -1 -0.5%
AWA
568
Arkadios Wealth Advisors
Georgia
$7K
JPLA
569
Joseph P. Lucia & Associates
New York
$7K
WT
570
Washington Trust
Rhode Island
$7K
AF
571
Allworth Financial
California
$7K +$33 +1 +0.5%
EW
572
Evoke Wealth
California
$7K +$33 +1 +0.5%
ATC
573
Adirondack Trust Company
New York
$7K +$4.9K +150 +273%
MWM
574
Mascoma Wealth Management
New Hampshire
$7K +$6.53K +200 New
AIC
575
Ameritas Investment Company
Nebraska
$6.35K +$5.98K +183 New

FE Hedge Fund Activity: Q1 2021 in Review

630 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2021, worth a combined $15.4B — up 16% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new FE positions and 79 closed out — a net gain of 26 holders — while 209 added to existing stakes and 209 trimmed.

The largest buyer was Icahn Carl, opening a new position worth an estimated $620M. The largest seller was Nuveen, cutting an estimated $118M.

  • 630 institutional investors held FirstEnergy (FE) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $15.4B of FirstEnergy stock for Q1 2021, up 16% quarter-over-quarter.
  • 105 funds opened new FirstEnergy positions in Q1 2021 and 79 closed out, a net change of +26 holders.
  • The largest FirstEnergy buyer in Q1 2021 was Icahn Carl, an estimated $620M added.
  • The largest FirstEnergy seller in Q1 2021 was Nuveen, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2021.