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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
FPS
676
Fieldpoint Private Securities
Connecticut
$2K – – –
IWP
677
IAG Wealth Partners
Wisconsin
$2K – – –
SIC
678
Salem Investment Counselors
North Carolina
$2K – – –
SC
679
Sierra Capital
Florida
$2K – – –
TFO
680
Tarbox Family Office
California
$2K – – –
SC
681
Schubert & Co
Texas
$2K +$423 +10 +33%
VCM
682
Versant Capital Management
Arizona
$2K +$1.44K +34 New
CSIA
683
Conrad Siegel Investment Advisors
Pennsylvania
$2K +$1.61K +38 New
DI
684
Disciplined Investments
Oklahoma
$2K +$1.65K +39 New
RBC
685
Roble Belko & Company
Pennsylvania
$1K -$973 -23 -62%
PP
686
Pacifica Partners
Canada
$1K -$508 -12 -27%
AWMS
687
Advocacy Wealth Management Services
Georgia
$1K – – –
S
688
Surevest
California
$1K – – –
CIAS
689
CFS Investment Advisory Services
New Jersey
$1K +$2.01M +47,419 New
Canada Pension Plan Investment Board
690
Canada Pension Plan Investment Board
Ontario, Canada
– -$66.1M -1,588,527 Closed
VAS
691
VR Advisory Services
Cayman Islands
– -$60.5M -1,470,333 Closed
1SP
692
140 Summer Partners
New York
– -$55.1M -1,325,505 Closed
Point72 Asset Management
693
Point72 Asset Management
Connecticut
– -$32.2M -773,830 Closed
HCM
694
Hawkeye Capital Management
Florida
– -$29.1M -700,818 Closed
FTCM
695
Fir Tree Capital Management
New York
– -$27.7M -664,838 Closed
Jacobs Levy Equity Management
696
Jacobs Levy Equity Management
New Jersey
– -$24.3M -583,339 Closed
CA
697
Capitolis Advisors
New York
– -$23.1M -556,082 Closed
LIA
698
LSP Investment Advisors
New York
– -$20.8M -500,000 Closed
DKCM
699
Davidson Kempner Capital Management
New York
– -$14.1M -338,466 Closed
BHMP
700
Bardin Hill Management Partners
New York
– -$13.7M -329,041 Closed
26 27
28
29 30

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.