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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
CT
576
Caldwell Trust
Florida
$28.2K
TCOV
577
Trust Company of Vermont
Vermont
$28K
CI Investments Inc
578
CI Investments Inc
Ontario, Canada
$27K +$26K +658 +940%
HGERS
579
Householder Group Estate & Retirement Specialist
Arizona
$27K +$29.4K +745 New
AA
580
AlphaMark Advisors
Kentucky
$26K -$5.33K -135 -16%
SWM
581
Spire Wealth Management
Virginia
$21K -$107K -2,713 -83%
GWSG
582
GPS Wealth Strategies Group
Colorado
$19K
HBW
583
Hazlett, Burt & Watson
West Virginia
$19K
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$19K +$2.77K +70 +15%
KFP
585
KB Financial Partners
New Jersey
$19K +$20.2K +510 New
NIC
586
Northwest Investment Counselors
Oregon
$18K
OLVIG
587
Oliver Lagore Vanvalin Investment Group
Michigan
$18K
First Manhattan
588
First Manhattan
New York
$17K
TFGT
589
TS Financial Group (TSFG)
Illinois
$16K -$1.23K -31 -7%
TF
590
TimeScale Financial
Massachusetts
$16K +$119 +3 +0.7%
GEA
591
Glen Eagle Advisors
New Jersey
$15.7K
CWM
592
Cranbrook Wealth Management
Michigan
$15K
EARNEST Partners
593
EARNEST Partners
Georgia
$15K
WT
594
Whittier Trust
California
$15K +$2.69K +68 +20%
C
595
Covestor
United Kingdom
$14K -$117K -2,950 -88%
ME
596
McIlrath & Eck
Washington
$14K
MUMSS
597
Mitsubishi UFJ Morgan Stanley Securities
Japan
$14K
TAIM
598
TD Ameritrade Investment Management
Nebraska
$14K +$14.6K +369 New
WPA
599
West Paces Advisors
Georgia
$13.9K
TC
600
Trust Company
Kansas
$13K

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.