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FirstEnergy
FE

697 hedge funds and large institutions have $19.5B invested in FirstEnergy in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 228 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $176M | Put options by funds: $53.2M

121% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 57

24% more capital invested

Capital invested by funds: $15.7B → $19.5B (+$3.8B)

9% more funds holding

Funds holding: 639 → 697 (+58)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

5.52% more ownership

Funds ownership: 81.22% → 86.74% (+5.5%)

0% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 227

Holders
697
Holders Change
+58
Holders Change %
+9.08%
% of All Funds
10.73%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.2%
New
126
Increased
228
Reduced
227
Closed
57
Calls
$176M
Puts
$53.2M
Net Calls
+$123M
Net Calls Change
-$58.5M

Top Buyers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
+$987M
2
JP Morgan Chase
JP Morgan Chase
New York
+$276M
3
Jennison Associates
Jennison Associates
New York
+$103M
4
BlackRock
BlackRock
New York
+$85.4M
5
N
Nuveen
North Carolina
+$80.8M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$226M
2
Bank of America
Bank of America
North Carolina
-$156M
3
DKCM
Davidson Kempner Capital Management
New York
-$117M
4
ECP
Empyrean Capital Partners
California
-$104M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$77.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMU
701
Lombard Odier Asset Management (USA)
New York
– -$1.6M -45,000 Closed
OFA
702
Oak Family Advisors
Illinois
– -$1.19M -33,524 Closed
CCP
703
Cassia Capital Partners
North Carolina
– -$1.14M -32,035 Closed
UFF
704
USA Financial Formulas
Michigan
– -$1.15M -29,741 -100%
LF
705
Lee Financial
Texas
– -$997K -27,994 Closed
BI
706
Bramshill Investments
Florida
– -$966K -27,108 Closed
TI
707
Trexquant Investment
Connecticut
– -$954K -26,775 Closed
BAM
708
Blueshift Asset Management
New Jersey
– -$895K -25,113 Closed
AM
709
Ares Management
California
– -$712K -20,000 Closed
JF
710
Jump Financial
Illinois
– -$589K -16,535 Closed
MAM
711
Martingale Asset Management
Massachusetts
– -$501K -14,020 Closed
NICM
712
Neo Ivy Capital Management
New York
– -$491K -12,657 Closed
SSG
713
Summit Securities Group
New York
– -$431K -12,100 Closed
NP
714
NorthRock Partners
Minnesota
– -$423K -11,870 Closed
GRP
715
Global Retirement Partners
California
– -$413K -11,597 Closed
SW
716
SVB Wealth
Massachusetts
– -$402K -11,294 Closed
GCP
717
GSA Capital Partners
United Kingdom
– -$368K -10,342 Closed
NIM
718
NuWave Investment Management
New Jersey
– -$358K -10,060 Closed
LCM
719
Laurion Capital Management
New York
– -$313K -8,800 Closed
BC
720
Bridgefront Capital
Texas
– -$275K -7,733 Closed
CPIG
721
Chicago Partners Investment Group
Illinois
– -$236K -6,048 Closed
Fisher Asset Management
722
Fisher Asset Management
Washington
– -$213K -5,969 Closed
SW
723
SteelPeak Wealth
California
– -$206K -5,786 Closed
PI
724
PEAK6 Investments
Illinois
– -$202K -5,241 Closed
CAC
725
Cowen and Company
New York
– -$145K -3,763 Closed
27 28
29
30 31

FE Hedge Fund Activity: Q4 2021 in Review

697 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2021, worth a combined $19.5B — up 24% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FE positions and 57 closed out — a net gain of 69 holders — while 228 added to existing stakes and 227 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $987M. The largest seller was Wells Fargo, cutting an estimated $226M.

  • 697 institutional investors held FirstEnergy (FE) as of Q4 2021, up from 639 in Q3 2021.
  • Funds reported $19.5B of FirstEnergy stock for Q4 2021, up 24% quarter-over-quarter.
  • 126 funds opened new FirstEnergy positions in Q4 2021 and 57 closed out, a net change of +69 holders.
  • The largest FirstEnergy buyer in Q4 2021 was Blackstone Inc, an estimated $987M added.
  • The largest FirstEnergy seller in Q4 2021 was Wells Fargo, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2021.