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FirstEnergy

683 hedge funds and large institutions have $17.2B invested in FirstEnergy in 2022 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 241 increasing their positions, 217 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $56.6M | Put options by funds: $33.3M

11% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 217

9% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 88

0.34% more ownership

Funds ownership: 81.62%81.96% (+0.34%)

0% more funds holding

Funds holding: 683683 (0)

3% less capital invested

Capital invested by funds: $17.8B → $17.2B (-$571M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
683
Holders Change
Holders Change %
0%
% of All Funds
11.77%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
96
Increased
241
Reduced
217
Closed
88
Calls
$56.6M
Puts
$33.3M
Net Calls
+$23.4M
Net Calls Change
-$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
551
North Star Investment Management
Illinois
$45K -$18.4K -465 -28%
BC
552
Bartlett & Co
Ohio
$45K
IAMOG
553
Investors Asset Management of Georgia
Georgia
$44K
AS
554
Altshuler Shaham
Israel
$43K -$7K -177 -13%
FMII
555
Farmers & Merchants Investments Inc
Nebraska
$43K +$2.96K +75 +7%
BCMLT
556
Beacon Capital Management LLC (Tennessee)
Tennessee
$42K
NICM
557
Neo Ivy Capital Management
New York
$40K +$4.94K +125 +13%
ZIG
558
Zullo Investment Group
Pennsylvania
$39K
PA
559
Parallel Advisors
California
$38K -$593 -15 -1%
HSA
560
Hussman Strategic Advisors
Maryland
$37K
ODG
561
O'Dell Group
Ohio
$37K
PB
562
Pinnacle Bancorp
Nebraska
$37K
HS
563
Horan Securities
United States
$37K +$19.6K +495 +99%
KTC
564
Kistler-Tiffany Companies
Pennsylvania
$35K +$79 +2 +0.2%
RA
565
Rise Advisors
New York
$35K +$356 +9 +1%
M1FG
566
Mach-1 Financial Group
Arkansas
$34K
MCM
567
MV Capital Management
Maryland
$34K +$2.73K +69 +8%
SWM
568
Selective Wealth Management
Virginia
$33K
MA
569
MUFG Americas
New York
$32K +$34.3K +867 New
SIS
570
Sound Income Strategies
Florida
$31K +$158 +4 +0.5%
PFBT
571
Parkside Financial Bank & Trust
Missouri
$31K +$4.23K +107 +15%
AF
572
Arrow Financial
New York
$30K
BFPW
573
BOK Financial Private Wealth
Colorado
$30K
SIC
574
SJS Investment Consulting
Ohio
$30K +$31.9K +808 New
CA
575
Crewe Advisors
Utah
$29K +$19.5K +493 +172%

FE Hedge Fund Activity: Q3 2022 in Review

683 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2022, worth a combined $17.2B — down 3.2% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new FE positions and 88 closed out — a net gain of 8 holders — while 241 added to existing stakes and 217 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $348M. The largest seller was GQG Partners, cutting an estimated $205M.

  • 683 institutional investors held FirstEnergy (FE) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $17.2B of FirstEnergy stock for Q3 2022, down 3.2% quarter-over-quarter.
  • 96 funds opened new FirstEnergy positions in Q3 2022 and 88 closed out, a net change of +8 holders.
  • The largest FirstEnergy buyer in Q3 2022 was Boston Partners, an estimated $348M added.
  • The largest FirstEnergy seller in Q3 2022 was GQG Partners, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2022.