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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
AL
576
ADE LLC
Maryland
$6K
FHC
577
First Horizon Corporation
Tennessee
$6K
LAS
578
Lloyd Advisory Services
Georgia
$6K
RWB
579
RMR Wealth Builders
New Jersey
$6K +$6.11K +187 New
GEA
580
Glen Eagle Advisors
New Jersey
$5.9K
SWA
581
Sutton Wealth Advisors
Florida
$5.27K
CA
582
Centerpoint Advisors
Massachusetts
$5K -$6.14K -188 -56%
GAM
583
Gemmer Asset Management
California
$5K
TF
584
Tompkins Financial
New York
$5K
WB
585
Webster Bank
Connecticut
$5K
WAS
586
Winch Advisory Services
Wisconsin
$5K +$33 +1 +0.8%
APWA
587
Atlas Private Wealth Advisors
New Jersey
$5K +$65 +2 +1%
DOA
588
D'Orazio & Associates
Virginia
$5K +$65 +2 +1%
SIS
589
Sound Income Strategies
Florida
$4.47K -$294 -9 -7%
CTC
590
Central Trust Company
Missouri
$4K
WCM
591
Wealthcare Capital Management
Virginia
$4K +$4.05K +124 New
NFG
592
Next Financial Group
Texas
$3K -$817 -25 -26%
ADIM
593
Alpha DNA Investment Management
Maryland
$3K
BWM
594
BerganKDV Wealth Management
Minnesota
$3K
CFO
595
CVA Family Office
Colorado
$3K
DAC
596
Dividend Assets Capital
South Carolina
$3K
FMP
597
Financial Management Professionals
Texas
$3K
JFA
598
JNBA Financial Advisors
Minnesota
$3K
MF
599
Manchester Financial
California
$3K
SBL
600
Sargent Bickham Lagudis
Colorado
$3K

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.