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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
Balyasny Asset Management
51
Balyasny Asset Management
Illinois
$46.5M +$12.1M +308,920 +39%
JAM
52
Jupiter Asset Management
United Kingdom
$43.4M +$38.2M +978,207 +1,717%
Millennium Management
53
Millennium Management
New York
$43M -$54.1M -1,384,442 -57%
COPPSERS
54
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$42M +$4.93M +126,043 +14%
AQR Capital Management
55
AQR Capital Management
Connecticut
$41.2M -$22M -562,048 -36%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$40.9M +$981K +25,086 +3%
VDI
57
Vaughan David Investments
Illinois
$39.5M +$586K +14,986 +2%
UBS Group
58
UBS Group
Switzerland
$39.1M +$15.7M +402,506 +76%
APG Asset Management
59
APG Asset Management
Netherlands
$38.7M +$8.74M +223,530 +32%
Citigroup
60
Citigroup
New York
$38M -$946K -24,195 -3%
National Pension Service
61
National Pension Service
South Korea
$38M -$768K -19,634 -2%
ZIM
62
Zacks Investment Management
Illinois
$37.7M +$1.71M +43,753 +5%
Deutsche Bank
63
Deutsche Bank
Germany
$37.5M +$7.01M +179,209 +25%
CCM
64
Carronade Capital Management
Connecticut
$37.4M +$6.03M +154,300 +21%
Allianz Asset Management
65
Allianz Asset Management
Germany
$37.2M +$21.9M +559,046 +171%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$36.5M +$378K +9,674 +1%
State of Wisconsin Investment Board
67
State of Wisconsin Investment Board
Wisconsin
$34.5M -$1.61M -41,220 -5%
AllianceBernstein
68
AllianceBernstein
Tennessee
$33.5M +$4.72M +120,709 +18%
Wells Fargo
69
Wells Fargo
California
$33.2M +$2.97M +76,010 +11%
Renaissance Technologies
70
Renaissance Technologies
New York
$32.4M +$1.83M +46,700 +6%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$31.5M +$18.8M +481,570 +179%
BCM
72
Becker Capital Management
Oregon
$31.4M +$217K +5,541 +0.7%
SC
73
Sasco Capital
Connecticut
$29.5M +$3.82M +97,810 +16%
M&T Bank
74
M&T Bank
New York
$28.6M -$95.7K -2,447 -0.4%
Aberdeen Group
75
Aberdeen Group
United Kingdom
$28.5M -$1.15M -29,413 -4%
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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.