FirstEnergy
691 hedge funds and large institutions have $18.7B invested in FirstEnergy in 2024 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 250 increasing their positions, 229 reducing their positions, and 73 closing their positions.
11% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 73
10% more call options, than puts
Call options by funds: $62.5M | Put options by funds: $56.8M
5% more capital invested
Capital invested by funds: $17.7B → $18.7B (+$938M)
9% more repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 229
0% more funds holding
Funds holding: 690 → 691 (+1)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.12% less ownership
Funds ownership: 84.34% → 84.22% (-0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$366M |
| 2 |
Neuberger Berman Group
New York
|
+$181M |
| 3 |
SCP
Soroban Capital Partners
New York
|
+$127M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$64.7M |
| 5 |
Millennium Management
New York
|
+$62.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$275M |
| 2 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$216M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$165M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$161M |
| 5 |
State Street
Boston,
Massachusetts
|
-$80.8M |
FE Hedge Fund Activity: Q1 2024 in Review
691 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2024, worth a combined $18.7B — up 5.3% from $17.7B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new FE positions and 73 closed out — a net gain of 8 holders — while 250 added to existing stakes and 229 trimmed.
The largest buyer was Capital World Investors, adding an estimated $366M. The largest seller was Morgan Stanley, cutting an estimated $275M.
- 691 institutional investors held FirstEnergy (FE) as of Q1 2024, up from 690 in Q4 2023.
- Funds reported $18.7B of FirstEnergy stock for Q1 2024, up 5.3% quarter-over-quarter.
- 81 funds opened new FirstEnergy positions in Q1 2024 and 73 closed out, a net change of +8 holders.
- The largest FirstEnergy buyer in Q1 2024 was Capital World Investors, an estimated $366M added.
- The largest FirstEnergy seller in Q1 2024 was Morgan Stanley, an estimated $275M sold.
Based on aggregated 13F filings for Q1 2024.