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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
TWA
626
TCI Wealth Advisors
Arizona
$11K – – –
WC
627
Wexford Capital
Florida
$10.7K +$9.91M +256,935 New
TIM
628
Tortoise Investment Management
New York
$10K – – –
WWM
629
Wolff Wiese Magana
California
$10K – – –
AA
630
Addison Advisors
Vermont
$9K – – –
WT
631
Washington Trust
Rhode Island
$9K +$655 +17 +9%
GWS
632
Glassman Wealth Services
Virginia
$9K +$1.31K +34 +19%
SPA
633
Shore Point Advisors
New Jersey
$9K +$8.37K +217 New
EAM
634
Eukles Asset Management
Ohio
$9K +$8.48K +220 New
MWM
635
Mascoma Wealth Management
New Hampshire
$8K – – –
EW
636
Evoke Wealth
California
$8K +$424 +11 +6%
PMFA
637
Plante Moran Financial Advisors
Michigan
$7K -$2.89K -75 -30%
ADL
638
Asset Dedication LLC
California
$7K – – –
CWA
639
Clearview Wealth Advisors
Oregon
$6K -$34.7K -900 -86%
CA
640
Centerpoint Advisors
Massachusetts
$6K – – –
GAM
641
Gemmer Asset Management
California
$6K – – –
WAS
642
Winch Advisory Services
Wisconsin
$6K +$39 +1 +0.8%
SWA
643
Sutton Wealth Advisors
Florida
$5.49K – – –
SSB
644
Sandy Spring Bank
Maryland
$5K – – –
TWM
645
Tradition Wealth Management
Minnesota
$5K – – –
SCA
646
Sandy Cove Advisors
Massachusetts
$5K +$4.93K +128 New
WAM
647
WFA Asset Management
Wisconsin
$4.79K +$4.43K +115 New
CFO
648
CVA Family Office
Colorado
$4K – – –
DAC
649
Dividend Assets Capital
South Carolina
$4K – – –
FBT
650
First Bank & Trust
South Dakota
$4K – – –
24 25
26
27 28

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.