We are live on ! Find out more
FE icon

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
CAAS
676
Capital Asset Advisory Services
Michigan
-$57K -1,874 Closed
FTDI
677
First Trust Direct Indexing
Massachusetts
-$56K -1,831 Closed
IA
678
Inspire Advisors
Idaho
-$34K -1,115 Closed
TPWA
679
TRUE Private Wealth Advisors
Oregon
-$33K -1,098 Closed
RPWA
680
Regent Peak Wealth Advisors
Georgia
-$33K -1,084 Closed
CWM
681
Curi Wealth Management
North Carolina
-$30K -1,000 Closed
PS
682
Planned Solutions
California
-$22K -735 Closed
Jones Financial Companies
683
Jones Financial Companies
Missouri
-$19K -610 Closed
GTAM
684
Global Trust Asset Management
Florida
-$13K -431 Closed
HGWM
685
Harvest Group Wealth Management
Massachusetts
-$13K -427 Closed
BSSFA
686
Baron Silver Stevens Financial Advisors
Florida
-$10K -352 Closed
PO
687
Private Ocean
California
-$7K -220 Closed
ICP
688
Interchange Capital Partners
Pennsylvania
-$6K -204 Closed
AF
689
Advisornet Financial
Minnesota
-$6K -200 Closed
AWM
690
Avior Wealth Management
Nebraska
-$5.29K -162 -92%
PWPS
691
Pinnacle Wealth Planning Services
Ohio
-$4K -126 Closed
AssetMark Inc
692
AssetMark Inc
California
-$3K -111 Closed
BAMG
693
Brand Asset Management Group
Missouri
-$3K -111 Closed
TWM
694
Tradition Wealth Management
Minnesota
-$3K -109 Closed
FFA
695
Freedman Financial Associates
Massachusetts
-$3K -100 Closed
AWG
696
Altus Wealth Group
Colorado
-$3K -86 Closed
BC
697
Bartlett & Co
Ohio
-$2K -56 Closed
BCWM
698
Bartlett & Co Wealth Management
Ohio
-$1.71K -56 Closed
APWM
699
Atlas Private Wealth Management
New York
-$1K -37 Closed
Bank Julius Baer & Co
700
Bank Julius Baer & Co
Switzerland
-$1K -33 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.