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FirstEnergy

683 hedge funds and large institutions have $17.2B invested in FirstEnergy in 2022 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 241 increasing their positions, 217 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $56.6M | Put options by funds: $33.3M

11% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 217

9% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 88

0.34% more ownership

Funds ownership: 81.62%81.96% (+0.34%)

0% more funds holding

Funds holding: 683683 (0)

3% less capital invested

Capital invested by funds: $17.8B → $17.2B (-$571M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
683
Holders Change
Holders Change %
0%
% of All Funds
11.77%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
96
Increased
241
Reduced
217
Closed
88
Calls
$56.6M
Puts
$33.3M
Net Calls
+$23.4M
Net Calls Change
-$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
MS
701
Maven Securities
Jersey
-$628K -15,893 Closed
FRM
702
Fox Run Management
Connecticut
-$593K -15,445 Closed
HT
703
HighTower Trust
Texas
-$171 -14,300 Closed
BL
704
Balentine LLC
Georgia
-$524K -13,647 Closed
FC
705
FORA Capital
Florida
-$517K -13,455 Closed
CAC
706
Cowen and Company
New York
-$481K -12,537 Closed
MC
707
Machina Capital
France
-$457K -11,900 Closed
Capital Fund Management (CFM)
708
Capital Fund Management (CFM)
France
-$446K -11,295 Closed
ACM
709
Aquatic Capital Management
Illinois
-$395K -10,300 Closed
ACI
710
Alpha Cubed Investments
California
-$384K -10,000 Closed
EP
711
Edgestream Partners
New Jersey
-$359K -9,352 Closed
BFA
712
Beacon Financial Advisory
Ohio
-$351K -9,153 Closed
OTL
713
Oak Thistle LLC
New York
-$346K -9,016 Closed
EWA
714
EP Wealth Advisors
California
-$311K -8,088 Closed
TWM
715
TriaGen Wealth Management
California
-$297K -7,744 Closed
VF
716
Virtu Financial
New York
-$285K -7,431 Closed
EP
717
Eudaimonia Partners
Tennessee
-$282K -7,334 Closed
MM
718
MQS Management
New York
-$272K -7,074 Closed
WCA
719
Westover Capital Advisors
Delaware
-$252K -6,565 Closed
CC
720
Centiva Capital
New York
-$237K -6,183 Closed
SCM
721
Stevens Capital Management
Pennsylvania
-$237K -6,168 Closed
RIA
722
Regal Investment Advisors
Michigan
-$231K -6,027 Closed
FMAEN1
723
Fund Management at Engine No 1
California
-$221K -5,762 Closed
PFGIA
724
Patriot Financial Group Insurance Agency
Massachusetts
-$218K -5,681 Closed
TSS
725
Two Sigma Securities
New York
-$224K -5,661 Closed

FE Hedge Fund Activity: Q3 2022 in Review

683 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2022, worth a combined $17.2B — down 3.2% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new FE positions and 88 closed out — a net gain of 8 holders — while 241 added to existing stakes and 217 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $348M. The largest seller was GQG Partners, cutting an estimated $205M.

  • 683 institutional investors held FirstEnergy (FE) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $17.2B of FirstEnergy stock for Q3 2022, down 3.2% quarter-over-quarter.
  • 96 funds opened new FirstEnergy positions in Q3 2022 and 88 closed out, a net change of +8 holders.
  • The largest FirstEnergy buyer in Q3 2022 was Boston Partners, an estimated $348M added.
  • The largest FirstEnergy seller in Q3 2022 was GQG Partners, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2022.