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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
ODG
576
O'Dell Group
Ohio
$46K – – –
WB
577
West Bancorporation
Iowa
$46K – – –
CWM
578
Curi Wealth Management
North Carolina
$45K – – –
KTC
579
Kistler-Tiffany Companies
Pennsylvania
$44K +$85 +2 +0.2%
M1FG
580
Mach-1 Financial Group
Arkansas
$43K – – –
RA
581
Rise Advisors
New York
$43K +$338 +8 +0.9%
S
582
SignatureFD
Georgia
$42K -$17.1K -404 -30%
WTC
583
WhitTier Trust Company
Nevada
$42K – – –
MCM
584
MV Capital Management
Maryland
$41K +$211 +5 +0.6%
SWM
585
Selective Wealth Management
Virginia
$41K +$25.3K +597 +199%
AA
586
AlphaMark Advisors
Kentucky
$39K -$5.92K -140 -14%
PCG
587
Private Capital Group
Connecticut
$38K -$381 -9 -1%
AF
588
Arrow Financial
New York
$37K – – –
SIS
589
Sound Income Strategies
Florida
$37K +$169 +4 +0.5%
PFBT
590
Parkside Financial Bank & Trust
Missouri
$37K +$4.48K +106 +15%
RAM
591
Riggs Asset Management
Pennsylvania
$36K – – –
SIC
592
SJS Investment Consulting
Ohio
$35K +$169 +4 +0.5%
CT
593
Caldwell Trust
Florida
$35K +$32.3K +763 New
RTC
594
Riverview Trust Company
Washington
$32K +$29.9K +707 New
LAS
595
Lloyd Advisory Services
Georgia
$29K +$1.99K +47 +8%
PB
596
Pinnacle Bancorp
Nebraska
$28K +$14.4K +341 +126%
MPWT
597
MassMutual Private Wealth & Trust
Connecticut
$26K +$973 +23 +4%
DHGWA
598
Dixon Hughes Goodman Wealth Advisors
North Carolina
$25K +$18.8K +445 +420%
PFS
599
Prospera Financial Services
Texas
$25K +$23.5K +555 New
CAL
600
Capital Advisors Ltd
Ohio
$24K – – –
22 23
24
25 26

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.