We are live on ! Find out more
FE icon

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
FMTCOCP
551
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70K +$21.1K +500 +48%
SC
552
Siena Capital
Ohio
$70K +$64.7K +1,529 New
Koshinski Asset Management
553
Koshinski Asset Management
Illinois
$69.1K – – –
BFC
554
Bedel Financial Consulting
Indiana
$69K +$8.88K +210 +16%
AS
555
Altshuler Shaham
Israel
$66K +$61K +1,443 New
HI
556
Hudock Inc
Pennsylvania
$62K +$508 +12 +0.9%
PA
557
Parallel Advisors
California
$62K +$9.18K +217 +19%
ED
558
Exane Derivatives
France
$61.8K -$335K -7,927 -85%
Jones Financial Companies
559
Jones Financial Companies
Missouri
$61K +$56.1K +1,326 New
AA
560
Ancora Advisors
Ohio
$60K – – –
LCM
561
Logan Capital Management
Pennsylvania
$60K – – –
First Manhattan
562
First Manhattan
New York
$58K – – –
SC
563
Stephens Consulting
Michigan
$57.1K – – –
CB
564
CNB Bank
Pennsylvania
$57K – – –
BC
565
Bartlett & Co
Ohio
$56K +$51.6K +1,221 New
TPCW
566
TD Private Client Wealth
New York
$56K +$4.36K +103 +9%
BCWM
567
Bartlett & Co Wealth Management
Ohio
$56K +$51.6K +1,221 New
CAGAS
568
Capital Advisory Group Advisory Services
Minnesota
$55K +$50.8K +1,200 New
TC
569
Trust Company
Kansas
$54K -$34.4K -814 -41%
IRC
570
Investors Research Corp
Georgia
$52K – – –
ST
571
Smithfield Trust
Pennsylvania
$51K +$59.5K +1,406 New
BCMLT
572
Beacon Capital Management LLC (Tennessee)
Tennessee
$50K +$46.5K +1,100 New
HFM
573
Harvest Fund Management
China
$50K +$46.8K +1,106 New
ZIG
574
Zullo Investment Group
Pennsylvania
$48K – – –
HSA
575
Hussman Strategic Advisors
Maryland
$46K -$381K -9,000 -90%
21 22
23
24 25

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.