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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
AF
601
Allworth Financial
California
$24K +$1.99K +47 +10%
FFWM
602
Future Financial Wealth Management
Ohio
$23K – – –
GWSG
603
GPS Wealth Strategies Group
Colorado
$23K – – –
HS
604
Horan Securities
United States
$23K – – –
HBW
605
Hazlett, Burt & Watson
West Virginia
$23K +$21.1K +500 New
NIC
606
Northwest Investment Counselors
Oregon
$22K – – –
OLVIG
607
Oliver Lagore Vanvalin Investment Group
Michigan
$22K +$20.1K +475 New
Lazard Asset Management
608
Lazard Asset Management
New York
$21K +$18K +425 +1,288%
TFGT
609
TS Financial Group (TSFG)
Illinois
$20K – – –
TF
610
TimeScale Financial
Massachusetts
$20K +$127 +3 +0.7%
COCM
611
Charter Oak Capital Management
New Hampshire
$20K +$169 +4 +0.9%
GEA
612
Glen Eagle Advisors
New Jersey
$19.5K – – –
BWA
613
BDO Wealth Advisors
Florida
$19K +$17.1K +405 New
JPLA
614
Joseph P. Lucia & Associates
New York
$19K +$17.5K +413 New
EARNEST Partners
615
EARNEST Partners
Georgia
$18K – – –
MCC
616
Money Concepts Capital
Florida
$18K +$16.9K +400 New
CWM
617
Cranbrook Wealth Management
Michigan
$18K +$17K +401 New
ME
618
McIlrath & Eck
Washington
$17K – – –
MUMSS
619
Mitsubishi UFJ Morgan Stanley Securities
Japan
$17K +$15.7K +370 New
FF
620
FourThought Financial
Florida
$16K – – –
WT
621
Whittier Trust
California
$16K – – –
GTAM
622
Global Trust Asset Management
Florida
$15K – – –
FMII
623
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
FPFS
624
First Personal Financial Services
North Carolina
$14K – – –
SA
625
SRH Advisors
Kansas
$14K – – –
23 24
25
26 27

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.