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FirstEnergy
FE

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: 683 → 683 (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: 10 → 9 (-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

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$348M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$91.5M
3
Amundi
Amundi
France
+$86.3M
4
ZP
Zimmer Partners
New York
+$82.2M
5
Cohen & Steers
Cohen & Steers
New York
+$76.3M

Top Sellers

Rank Fund Capital Flow
1
GQG Partners
GQG Partners
Florida
-$205M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$144M
3
BlackRock
BlackRock
New York
-$99.7M
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$60.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$44.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
651
Bell Investment Advisors
California
$3K +$988 +25 +38%
SC
652
Schubert & Co
Texas
$3K +$1.07K +27 +46%
BHWM
653
Beaird Harris Wealth Management
Texas
$3K +$3.44K +87 New
AWM
654
Abound Wealth Management
Tennessee
$2K +$2.13K +54 New
TSW
655
Thompson Siegel & Walmsley
Virginia
$2K -$3.08K -78 -62%
VCM
656
Versant Capital Management
Arizona
$2K -$40 -1 -2%
ATC
657
Adirondack Trust Company
New York
$2K – – –
CCM
658
Covington Capital Management
California
$2K – – –
IWP
659
IAG Wealth Partners
Wisconsin
$2K – – –
IFAM
660
Institutional & Family Asset Management
Colorado
$2K – – –
LF
661
Lee Financial
Texas
$2K – – –
OC
662
Oakworth Capital
Alabama
$2K – – –
PMFA
663
Plante Moran Financial Advisors
Michigan
$2K – – –
SC
664
Sierra Capital
Florida
$2K – – –
AAP
665
Arax Advisory Partners
Colorado
$2K +$435 +11 +37%
DI
666
Disciplined Investments
Oklahoma
$2K +$474 +12 +36%
UFF
667
USA Financial Formulas
Michigan
$2K +$1.62K +41 +456%
HWMA
668
Heritage Wealth Management (Arizona)
Arizona
$2K +$1.66K +42 New
HR
669
Howe & Rusling
New York
$2K +$2.17K +55 New
TAM
670
Tucker Asset Management
Colorado
$1.96K – – –
SIC
671
Salem Investment Counselors
North Carolina
$1K -$4.9K -124 -77%
AWMS
672
Advocacy Wealth Management Services
Georgia
$1K – – –
Lazard Asset Management
673
Lazard Asset Management
New York
$1K – – –
S
674
Surevest
California
$1K – – –
TFA
675
Transamerica Financial Advisors
Florida
$1K – – –
25 26
27
28 29

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.