We are live on ! Find out more
FE icon

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
LTI
626
Laffer Tengler Investments
Tennessee
$7.4K +$7.9K +200 New
M
627
MOTCO
Texas
$7K -$51.8K -1,312 -87%
EW
628
Evoke Wealth
California
$7K
GIA
629
GHP Investment Advisors
Colorado
$7K
MWM
630
Mascoma Wealth Management
New Hampshire
$7K
WT
631
Washington Trust
Rhode Island
$7K
FMP
632
Financial Management Professionals
Texas
$7K +$2.45K +62 +52%
CA
633
Centerpoint Advisors
Massachusetts
$6K
ADL
634
Asset Dedication LLC
California
$6K +$6.2K +157 New
BC
635
Barrett & Company
Rhode Island
$5.16K +$4.86K +123 New
SFA
636
Semmax Financial Advisors
North Carolina
$5K -$14.3K -362 -74%
AWM
637
Atticus Wealth Management
Florida
$5K
SSB
638
Sandy Spring Bank
Maryland
$5K +$1.34K +34 +30%
SWA
639
Sutton Wealth Advisors
Florida
$4.88K
WAM
640
WFA Asset Management
Wisconsin
$4.39K +$79 +2 +2%
SSG
641
Summit Securities Group
New York
$4K -$47.1K -1,193 -92%
CFO
642
CVA Family Office
Colorado
$4K
DAC
643
Dividend Assets Capital
South Carolina
$4K
JFA
644
JNBA Financial Advisors
Minnesota
$4K
TWM
645
Tradition Wealth Management
Minnesota
$4K
Loomis, Sayles & Company
646
Loomis, Sayles & Company
Massachusetts
$4K +$3.04K +77 +188%
FFC
647
First Financial Corp
Indiana
$4K +$3.83K +97 New
EC
648
EdgeRock Capital
Colorado
$4K +$4.47K +113 New
MCC
649
Money Concepts Capital
Florida
$4K +$4.5K +114 New
FP
650
Financial Perspectives
Minnesota
$3.03K +$3.24K +82 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.