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FirstEnergy

630 hedge funds and large institutions have $15.4B invested in FirstEnergy in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 209 increasing their positions, 209 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 79

21% more call options, than puts

Call options by funds: $189M | Put options by funds: $156M

16% more capital invested

Capital invested by funds: $13.3B → $15.4B (+$2.1B)

3% more funds holding

Funds holding: 610630 (+20)

1.79% more ownership

Funds ownership: 80.21%81.99% (+1.8%)

0% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 209

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
630
Holders Change
+20
Holders Change %
+3.28%
% of All Funds
11.06%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
105
Increased
209
Reduced
209
Closed
79
Calls
$189M
Puts
$156M
Net Calls
+$32.7M
Net Calls Change
+$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
651
Alpha Paradigm Partners
Illinois
-$716K -23,403 Closed
SF
652
Synovus Financial
Georgia
-$716K -23,272 Closed
BAM
653
Blueshift Asset Management
New Jersey
-$670K -21,874 Closed
OMC
654
Old Mission Capital
Illinois
-$611K -19,978 Closed
IMC Chicago
655
IMC Chicago
Illinois
-$562K -17,197 Closed
AIS
656
American Investment Services
Massachusetts
-$508K -16,583 Closed
ESCM
657
Echo Street Capital Management
New York
-$488K -15,927 Closed
BCA
658
Bay Colony Advisors
Massachusetts
-$416K -13,603 Closed
PCM
659
Pinz Capital Management
New York
-$407K -13,300 Closed
TMAM
660
Tokio Marine Asset Management
Japan
-$329K -10,745 Closed
CM
661
Caption Management
Oklahoma
-$306K -10,000 Closed
RIA
662
Regal Investment Advisors
Michigan
-$254K -8,287 Closed
FI
663
FormulaFolio Investments
Michigan
-$249K -8,149 Closed
PAMP
664
Polar Asset Management Partners
Ontario, Canada
-$231K -7,538 Closed
PG
665
Pendal Group
Australia
-$229K -7,468 Closed
NIM
666
NXG Investment Management
Texas
-$228K -7,445 Closed
TI
667
Telemetry Investments
New York
-$223K -7,300 Closed
BUB
668
BBVA USA Bancshares
Texas
-$216K -7,047 Closed
VLKIM
669
Van Lanschot Kempen Investment Management
Netherlands
-$209K -6,830 Closed
CCM
670
CAAS Capital Management
New York
-$151K -4,926 Closed
VCG
671
Vantage Consulting Group
Virginia
-$122K -4,000 Closed
LWCFA
672
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$97K -3,179 Closed
Acadian Asset Management
673
Acadian Asset Management
Massachusetts
-$89K -2,894 Closed
PFO
674
Pathstone Family Office
New Jersey
-$85K -2,771 Closed
PMFA
675
Plante Moran Financial Advisors
Michigan
-$58K -1,900 Closed

FE Hedge Fund Activity: Q1 2021 in Review

630 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2021, worth a combined $15.4B — up 16% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new FE positions and 79 closed out — a net gain of 26 holders — while 209 added to existing stakes and 209 trimmed.

The largest buyer was Icahn Carl, opening a new position worth an estimated $620M. The largest seller was Nuveen, cutting an estimated $118M.

  • 630 institutional investors held FirstEnergy (FE) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $15.4B of FirstEnergy stock for Q1 2021, up 16% quarter-over-quarter.
  • 105 funds opened new FirstEnergy positions in Q1 2021 and 79 closed out, a net change of +26 holders.
  • The largest FirstEnergy buyer in Q1 2021 was Icahn Carl, an estimated $620M added.
  • The largest FirstEnergy seller in Q1 2021 was Nuveen, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2021.