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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
DA
726
Duality Advisers
Florida
-$213K -5,555 Closed
RA
727
RFG Advisory
Alabama
-$209K -5,459 Closed
QCM
728
Quantinno Capital Management
New York
-$207K -5,402 Closed
FAIM
729
Financial Advocates Investment Management
Washington
-$207K -5,396 Closed
GLA
730
Good Life Advisors
Pennsylvania
-$205K -5,350 Closed
NGA
731
Naples Global Advisors
Florida
-$204K -5,313 Closed
BCA
732
Bay Colony Advisors
Massachusetts
-$215K -5,225 Closed
NIM
733
NuWave Investment Management
New Jersey
-$174K -4,522 Closed
MIFH
734
Migdal Insurance & Financial Holdings
Israel
-$120K -3,138 Closed
GLLW
735
Graves Light Lenhart Wealth
Virginia
-$106K -2,756 Closed
Skandinaviska Enskilda Banken (SEB)
736
Skandinaviska Enskilda Banken (SEB)
Sweden
-$100K -2,592 Closed
VVP
737
Venture Visionary Partners
Ohio
-$80K -2,083 Closed
CA
738
CoreCap Advisors
Michigan
-$70K -1,833 Closed
CWP
739
Concord Wealth Partners
Virginia
-$57K -1,492 Closed
CI
740
CX Institutional
Indiana
-$45K -1,180 Closed
SN
741
Sittner & Nelson
Oregon
-$40K -1,044 Closed
VRM
742
Vectors Research Management
New York
-$40K -1,035 Closed
AIL
743
AGF Investments LLC
Ontario, Canada
-$38K -1,002 Closed
CWM
744
Curi Wealth Management
North Carolina
-$38K -1,000 Closed
WB
745
West Bancorporation
Iowa
-$38K -1,000 Closed
RTC
746
Riverview Trust Company
Washington
-$27K -707 Closed
TCWM
747
Total Clarity Wealth Management
Illinois
-$17K -451 Closed
COCM
748
Charter Oak Capital Management
New Hampshire
-$17K -434 Closed
JPLA
749
Joseph P. Lucia & Associates
New York
-$16K -413 Closed
BWA
750
BDO Wealth Advisors
Florida
-$16K -405 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.