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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
FF
601
FourThought Financial
Florida
$13K +$79 +2 +0.6%
GTAM
602
Global Trust Asset Management
Florida
$12K
KFS
603
Kelly Financial Services
Massachusetts
$11.1K
FPFS
604
First Personal Financial Services
North Carolina
$11K
LWA
605
Lowe Wealth Advisors
Maryland
$11K
PGAM
606
Princeton Global Asset Management
New Jersey
$11K
SBL
607
Sargent Bickham Lagudis
Colorado
$11K
SA
608
SRH Advisors
Kansas
$11K
BFEC
609
Benjamin F. Edwards & Company
Missouri
$11K +$40 +1 +0.3%
CL
610
COWA LLC
Oklahoma
$11K +$11.9K +300 New
ACM
611
Antonetti Capital Management
Florida
$10K
BC
612
Burleson & Co
California
$10K
PFSC
613
Peoples Financial Services Corp
Pennsylvania
$10K
TWA
614
TCI Wealth Advisors
Arizona
$10K +$119 +3 +1%
EWA
615
EverSource Wealth Advisors
Alabama
$10K +$4.94K +125 +89%
CT
616
Cambridge Trust
Massachusetts
$10K +$10.2K +257 +6,425%
GKIM
617
GW&K Investment Management
Massachusetts
$9K -$32K -810 -77%
TIM
618
Tortoise Investment Management
New York
$9K
GWS
619
Glassman Wealth Services
Virginia
$9K +$711 +18 +8%
BTI
620
Blue Trust Inc
Georgia
$9K +$4.98K +126 +125%
LS
621
Leelyn Smith
Illinois
$9K +$9.88K +250 New
TFS
622
TrustCore Financial Services
Tennessee
$9K +$9.88K +250 New
WAS
623
Winch Advisory Services
Wisconsin
$8K +$79 +2 +1%
FRA
624
Front Row Advisors
California
$8K +$8.06K +204 New
AFS
625
Annapolis Financial Services
Maryland
$8K +$8.97K +227 New

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.