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FirstEnergy
FE

621 hedge funds and large institutions have $16.6B invested in FirstEnergy in 2021 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 243 increasing their positions, 186 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more call options, than puts

Call options by funds: $248M | Put options by funds: $92.6M

31% more repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 186

8% more capital invested

Capital invested by funds: $15.4B → $16.6B (+$1.2B)

0.35% more ownership

Funds ownership: 81.99% → 82.34% (+0.35%)

7% less first-time investments, than exits

New positions opened: 71 | Existing positions closed: 76

1% less funds holding

Funds holding: 630 → 621 (-9)

6% less funds holding in top 10

Funds holding in top 10: 16 → 15 (-1)

Holders
621
Holders Change
-9
Holders Change %
-1.43%
% of All Funds
10.81%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.26%
New
71
Increased
243
Reduced
186
Closed
76
Calls
$248M
Puts
$92.6M
Net Calls
+$155M
Net Calls Change
+$122M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$89.9M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$83.4M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
+$66.7M
4
JP Morgan Chase
JP Morgan Chase
New York
+$52M
5
Millennium Management
Millennium Management
New York
+$50.1M

Top Sellers

1
Two Sigma Advisers
Two Sigma Advisers
New York
-$76.7M
2
RCMU
Rokos Capital Management (UK)
United Kingdom
-$60.1M
3
Citigroup
Citigroup
New York
-$48.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$35.4M
5
Franklin Resources
Franklin Resources
California
-$34.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
676
Manchester Capital Management
Vermont
– -$17K -500 Closed
MRCM
677
M&R Capital Management
New Jersey
– -$17K -500 Closed
CAC
678
Certified Advisory Corp
Florida
– -$14K -413 Closed
VBCG
679
Valley Brook Capital Group
Pennsylvania
– -$13K -400 Closed
ETC
680
Exchange Traded Concepts
Oklahoma
– -$13K -368 Closed
MWP
681
Meridian Wealth Partners
Pennsylvania
– -$12K -342 Closed
CL
682
COWA LLC
Oklahoma
– -$10K -300 Closed
MLFP
683
MPS Loria Financial Planners
Illinois
– -$7K -202 Closed
MWM
684
Mascoma Wealth Management
New Hampshire
– -$7K -200 Closed
RWB
685
RMR Wealth Builders
New Jersey
– -$6K -187 Closed
AIC
686
Ameritas Investment Company
Nebraska
– -$6.35K -183 Closed
WB
687
Webster Bank
Connecticut
– -$5K -140 Closed
WCM
688
Wealthcare Capital Management
Virginia
– -$4K -124 Closed
ADIM
689
Alpha DNA Investment Management
Maryland
– -$3K -100 Closed
MF
690
Manchester Financial
California
– -$3K -79 Closed
24 25 26 27
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FE Hedge Fund Activity: Q2 2021 in Review

621 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q2 2021, worth a combined $16.6B — up 7.8% from $15.4B a quarter earlier.

Sellers outnumbered buyers: 76 funds closed out of FE and 71 opened new positions — a net loss of 5 holders — while 186 trimmed existing stakes and 243 added.

The largest buyer was Ameriprise, adding an estimated $89.9M. The largest seller was Two Sigma Advisers, cutting an estimated $76.7M.

  • 621 institutional investors held FirstEnergy (FE) as of Q2 2021, down from 630 in Q1 2021.
  • Funds reported $16.6B of FirstEnergy stock for Q2 2021, up 7.8% quarter-over-quarter.
  • 71 funds opened new FirstEnergy positions in Q2 2021 and 76 closed out, a net change of -5 holders.
  • The largest FirstEnergy buyer in Q2 2021 was Ameriprise, an estimated $89.9M added.
  • The largest FirstEnergy seller in Q2 2021 was Two Sigma Advisers, an estimated $76.7M sold.

Based on aggregated 13F filings for Q2 2021.