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FirstEnergy
FE

697 hedge funds and large institutions have $19.5B invested in FirstEnergy in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 228 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $176M | Put options by funds: $53.2M

121% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 57

24% more capital invested

Capital invested by funds: $15.7B → $19.5B (+$3.8B)

9% more funds holding

Funds holding: 639 → 697 (+58)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

5.52% more ownership

Funds ownership: 81.22% → 86.74% (+5.5%)

0% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 227

Holders
697
Holders Change
+58
Holders Change %
+9.08%
% of All Funds
10.73%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.2%
New
126
Increased
228
Reduced
227
Closed
57
Calls
$176M
Puts
$53.2M
Net Calls
+$123M
Net Calls Change
-$58.5M

Top Buyers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
+$987M
2
JP Morgan Chase
JP Morgan Chase
New York
+$276M
3
Jennison Associates
Jennison Associates
New York
+$103M
4
BlackRock
BlackRock
New York
+$85.4M
5
N
Nuveen
North Carolina
+$80.8M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$226M
2
Bank of America
Bank of America
North Carolina
-$156M
3
DKCM
Davidson Kempner Capital Management
New York
-$117M
4
ECP
Empyrean Capital Partners
California
-$104M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$77.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
601
TimeScale Financial
Massachusetts
$18K +$116 +3 +0.7%
COCM
602
Charter Oak Capital Management
New Hampshire
$18K +$154 +4 +0.9%
TFGT
603
TS Financial Group (TSFG)
Illinois
$18K +$17K +440 New
JRFS
604
James Reed Financial Services
Ohio
$18K +$17.5K +454 New
GEA
605
Glen Eagle Advisors
New Jersey
$17.7K +$9.83K +255 +150%
EBA
606
Eagle Bay Advisors
New York
$17K -$34.4K -892 -70%
ACM
607
Aquatic Capital Management
Illinois
$17K +$15.4K +400 New
ME
608
McIlrath & Eck
Washington
$16K +$2.54K +66 +21%
EARNEST Partners
609
EARNEST Partners
Georgia
$16K +$15.1K +392 New
VRS
610
Virginia Retirement Systems
Virginia
$15.6K +$14.5M +375,000 New
FF
611
FourThought Financial
Florida
$15K +$77 +2 +0.6%
WT
612
Whittier Trust
California
$14K – – –
GTAM
613
Global Trust Asset Management
Florida
$14K +$12.8K +331 New
SA
614
SRH Advisors
Kansas
$13K – – –
KFS
615
Kelly Financial Services
Massachusetts
$12.5K – – –
FMII
616
Farmers & Merchants Investments Inc
Nebraska
$12K – – –
FPFS
617
First Personal Financial Services
North Carolina
$12K – – –
OAJ
618
Ogorek Anthony Joseph
New York
$12K – – –
PGAM
619
Princeton Global Asset Management
New Jersey
$12K – – –
SWM
620
Selective Wealth Management
Virginia
$12K – – –
VRM
621
Vectors Research Management
New York
$12K – – –
SBL
622
Sargent Bickham Lagudis
Colorado
$12K +$7.71K +200 +230%
ACM
623
Antonetti Capital Management
Florida
$11K – – –
BC
624
Burleson & Co
California
$11K – – –
PB
625
Pinnacle Bancorp
Nebraska
$11K – – –
23 24
25
26 27

FE Hedge Fund Activity: Q4 2021 in Review

697 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2021, worth a combined $19.5B — up 24% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FE positions and 57 closed out — a net gain of 69 holders — while 228 added to existing stakes and 227 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $987M. The largest seller was Wells Fargo, cutting an estimated $226M.

  • 697 institutional investors held FirstEnergy (FE) as of Q4 2021, up from 639 in Q3 2021.
  • Funds reported $19.5B of FirstEnergy stock for Q4 2021, up 24% quarter-over-quarter.
  • 126 funds opened new FirstEnergy positions in Q4 2021 and 57 closed out, a net change of +69 holders.
  • The largest FirstEnergy buyer in Q4 2021 was Blackstone Inc, an estimated $987M added.
  • The largest FirstEnergy seller in Q4 2021 was Wells Fargo, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2021.