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FirstEnergy
FE

695 hedge funds and large institutions have $21.7B invested in FirstEnergy in 2022 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 208 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $94.9M | Put options by funds: $29.7M

27% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 208

11% more capital invested

Capital invested by funds: $19.5B → $21.7B (+$2.18B)

7% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 88

0% less funds holding

Funds holding: 697 → 695 (-2)

3.61% less ownership

Funds ownership: 86.74% → 83.13% (-3.6%)

46% less funds holding in top 10

Funds holding in top 10: 13 → 7 (-6)

Holders
695
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
10.96%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
94
Increased
265
Reduced
208
Closed
88
Calls
$94.9M
Puts
$29.7M
Net Calls
+$65.2M
Net Calls Change
-$57.3M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$394M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$328M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$188M
4
State Street
State Street
Massachusetts
+$145M
5
Invesco
Invesco
Georgia
+$136M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$235M
2
6CM
683 Capital Management
New York
-$93.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$85.4M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$74M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$66.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
651
Financial Management Professionals
Texas
$6K +$1.82K +43 +54%
CB
652
Community Bank
New York
$6K +$5.08K +120 New
WAM
653
WFA Asset Management
Wisconsin
$5.34K +$42 +1 +0.9%
CFO
654
CVA Family Office
Colorado
$5K – – –
DAC
655
Dividend Assets Capital
South Carolina
$5K – – –
FBT
656
First Bank & Trust
South Dakota
$5K – – –
LPWM
657
Lake Point Wealth Management
Texas
$5K – – –
SSB
658
Sandy Spring Bank
Maryland
$5K – – –
SIAP
659
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K – – –
TWM
660
Tradition Wealth Management
Minnesota
$5K – – –
Loomis, Sayles & Company
661
Loomis, Sayles & Company
Massachusetts
$5K +$4.44K +105 New
BHWM
662
Beaird Harris Wealth Management
Texas
$4K – – –
WC
663
Wexford Capital
Florida
$3.77K -$7.39M -174,747 -68%
BA
664
Bellwether Advisors
Nebraska
$3K -$22.7K -536 -87%
ATC
665
Adirondack Trust Company
New York
$3K – – –
BWM
666
BerganKDV Wealth Management
Minnesota
$3K – – –
CI Investments Inc
667
CI Investments Inc
Ontario, Canada
$3K – – –
CPFP
668
Clear Perspectives Financial Planning
Ohio
$3K – – –
FCMA
669
Foresight Capital Management Advisors
Michigan
$3K – – –
IFAM
670
Institutional & Family Asset Management
Colorado
$3K – – –
CI
671
Cordant Inc
Oregon
$3K +$2.67K +63 New
TAM
672
Tucker Asset Management
Colorado
$2.38K +$2.2K +52 New
PMFA
673
Plante Moran Financial Advisors
Michigan
$2K -$5.29K -125 -71%
OC
674
Oakworth Capital
Alabama
$2K -$381 -9 -16%
EWA
675
EverSource Wealth Advisors
Alabama
$2K – – –
25 26
27
28 29

FE Hedge Fund Activity: Q1 2022 in Review

695 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2022, worth a combined $21.7B — up 11% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new FE positions and 88 closed out — a net gain of 6 holders — while 265 added to existing stakes and 208 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $394M. The largest seller was Bank of America, cutting an estimated $235M.

  • 695 institutional investors held FirstEnergy (FE) as of Q1 2022, down from 697 in Q4 2021.
  • Funds reported $21.7B of FirstEnergy stock for Q1 2022, up 11% quarter-over-quarter.
  • 94 funds opened new FirstEnergy positions in Q1 2022 and 88 closed out, a net change of +6 holders.
  • The largest FirstEnergy buyer in Q1 2022 was GQG Partners, an estimated $394M added.
  • The largest FirstEnergy seller in Q1 2022 was Bank of America, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2022.