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FirstEnergy
FE

716 hedge funds and large institutions have $19.7B invested in FirstEnergy in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 275 increasing their positions, 211 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 65

37% more call options, than puts

Call options by funds: $73.7M | Put options by funds: $53.7M

30% more repeat investments, than reductions

Existing positions increased: 275 | Existing positions reduced: 211

14% more capital invested

Capital invested by funds: $17.2B → $19.7B (+$2.47B)

5% more funds holding

Funds holding: 683 → 716 (+33)

1.61% less ownership

Funds ownership: 81.96% → 80.35% (-1.6%)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

Holders
716
Holders Change
+33
Holders Change %
+4.83%
% of All Funds
11.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
112
Increased
275
Reduced
211
Closed
65
Calls
$73.7M
Puts
$53.7M
Net Calls
+$20.1M
Net Calls Change
-$3.29M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$228M
2
Capital World Investors
Capital World Investors
California
+$190M
3
Boston Partners
Boston Partners
Massachusetts
+$110M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$86.1M
5
BlackRock
BlackRock
New York
+$84.9M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$154M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$115M
3
Amundi
Amundi
France
-$107M
4
Citadel Advisors
Citadel Advisors
Florida
-$103M
5
JP Morgan Chase
JP Morgan Chase
New York
-$94.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HWMA
676
Heritage Wealth Management (Arizona)
Arizona
$3.52K +$1.64K +42 +100%
FP
677
Financial Perspectives
Minnesota
$3.44K – – –
MLA
678
MB, Levis & Associates
Pennsylvania
$3.37K +$3.13K +80 New
SC
679
Schubert & Co
Texas
$2.85K -$704 -18 -21%
RTL
680
Red Tortoise LLC
Georgia
$2.77K +$2.58K +66 New
IFAM
681
Institutional & Family Asset Management
Colorado
$2.52K – – –
SWM
682
Sugarloaf Wealth Management
Georgia
$2.52K +$2.35K +60 New
ATC
683
Adirondack Trust Company
New York
$2.31K – – –
AWM
684
Abound Wealth Management
Tennessee
$2.27K – – –
TC
685
Truvestments Capital
Florida
$2.27K +$2.11K +54 New
IWP
686
IAG Wealth Partners
Wisconsin
$2.22K – – –
TAM
687
Tucker Asset Management
Colorado
$2.2K – – –
BIA
688
Bell Investment Advisors
California
$2.18K -$1.52K -39 -43%
PMFA
689
Plante Moran Financial Advisors
Michigan
$2.18K – – –
BAAM
690
Baker Avenue Asset Management
California
$2.1K +$1.96K +50 New
RFG
691
RFP Financial Group
Georgia
$2.1K +$1.96K +50 New
SC
692
Sierra Capital
Florida
$2K – – –
TSW
693
Thompson Siegel & Walmsley
Virginia
$2K – – –
ST
694
Sageworth Trust
Pennsylvania
$2K +$2.19K +56 New
OC
695
Oakworth Capital
Alabama
$1.93K – – –
NFSG
696
Newbridge Financial Services Group
Florida
$1.72K +$1.6K +41 New
SIC
697
Salem Investment Counselors
North Carolina
$1.55K – – –
DI
698
Disciplined Investments
Oklahoma
$1.43K -$430 -11 -24%
MWM
699
MinichMacGregor Wealth Management
New York
$1.05K +$977 +25 New
CAL
700
Capital Advisors Ltd
Ohio
$1K -$100K -2,558 -99%
26 27
28
29 30

FE Hedge Fund Activity: Q4 2022 in Review

716 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2022, worth a combined $19.7B — up 14% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 112 funds opened new FE positions and 65 closed out — a net gain of 47 holders — while 275 added to existing stakes and 211 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $228M. The largest seller was Invesco, cutting an estimated $154M.

  • 716 institutional investors held FirstEnergy (FE) as of Q4 2022, up from 683 in Q3 2022.
  • Funds reported $19.7B of FirstEnergy stock for Q4 2022, up 14% quarter-over-quarter.
  • 112 funds opened new FirstEnergy positions in Q4 2022 and 65 closed out, a net change of +47 holders.
  • The largest FirstEnergy buyer in Q4 2022 was T. Rowe Price Associates, an estimated $228M added.
  • The largest FirstEnergy seller in Q4 2022 was Invesco, an estimated $154M sold.

Based on aggregated 13F filings for Q4 2022.