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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
BGIM
51
Brandywine Global Investment Management
Pennsylvania
$43.6M -$2.52M -63,735 -5%
First Trust Advisors
52
First Trust Advisors
Illinois
$43.3M +$10.2M +258,509 +28%
DPIM
53
Duff & Phelps Investment Management
Illinois
$42.1M
WHRC
54
W.H. Reaves & Co
New Jersey
$39.2M +$2.33M +58,862 +6%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$35.2M +$863K +21,839 +2%
Jennison Associates
56
Jennison Associates
New York
$34.6M -$87.5K -2,214 -0.2%
Citigroup
57
Citigroup
New York
$34.5M -$1M -25,365 -3%
National Pension Service
58
National Pension Service
South Korea
$34.4M +$1.06M +26,762 +3%
VDI
59
Vaughan David Investments
Illinois
$34.3M +$332K +8,390 +0.9%
GL
60
Governors Lane
New York
$33.4M +$8.39M +212,229 +31%
COPPSERS
61
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$32.4M +$5.58M +141,101 +19%
State of Wisconsin Investment Board
62
State of Wisconsin Investment Board
Wisconsin
$31.9M -$2.76M -69,949 -7%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$31.8M -$498K -12,594 -1%
ZIM
64
Zacks Investment Management
Illinois
$31.7M +$33.3M +842,988 +6,394%
HSBC Holdings
65
HSBC Holdings
United Kingdom
$29.6M +$12.2M +308,688 +63%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$29.6M +$31.1M +786,706 +6,433%
Two Sigma Investments
67
Two Sigma Investments
New York
$29.6M +$31.6M +798,776 New
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$28.7M +$47.8K +1,210 +0.2%
BCM
69
Becker Capital Management
Oregon
$27.5M +$42.7K +1,081 +0.1%
CCM
70
Carronade Capital Management
Connecticut
$27.3M
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$27.2M -$355K -8,972 -1%
Renaissance Technologies
72
Renaissance Technologies
New York
$26.9M -$13.3M -337,000 -32%
Deutsche Bank
73
Deutsche Bank
Germany
$26.5M -$31M -784,907 -52%
Wells Fargo
74
Wells Fargo
California
$26.5M +$1.7M +43,040 +6%
APG Asset Management
75
APG Asset Management
Netherlands
$26.4M +$11.1M +280,665 +67%

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.