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FirstEnergy
FE

773 hedge funds and large institutions have $21.4B invested in FirstEnergy in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 295 increasing their positions, 221 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $116M | Put options by funds: $56M

90% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 58

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

33% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 221

16% more capital invested

Capital invested by funds: $18.5B → $21.4B (+$2.91B)

6% more funds holding

Funds holding: 727 → 773 (+46)

0.09% less ownership

Funds ownership: 83.86% → 83.76% (-0.09%)

Holders
773
Holders Change
+46
Holders Change %
+6.33%
% of All Funds
11.1%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
110
Increased
295
Reduced
221
Closed
58
Calls
$116M
Puts
$56M
Net Calls
+$59.7M
Net Calls Change
+$20.7M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$56.6M
2
Goldman Sachs
Goldman Sachs
New York
+$45.9M
3
Millennium Management
Millennium Management
New York
+$35.1M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
+$31.9M
5
Renaissance Technologies
Renaissance Technologies
New York
+$31.6M

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$153M
2
FPA
First Pacific Advisors
California
-$136M
3
ZP
Zimmer Partners
New York
-$80.9M
4
Ameriprise
Ameriprise
Minnesota
-$74.1M
5
APG Asset Management
APG Asset Management
Netherlands
-$32.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
726
Leonteq Securities AG
Switzerland
$4.17K – – –
AGWCA
727
Annis Gardner Whiting Capital Advisors
Florida
$3.86K – – –
MLA
728
MB, Levis & Associates
Pennsylvania
$3.83K – – –
PFG
729
Peterson Financial Group
Iowa
$3.69K +$3.49K +83 New
FP
730
Financial Perspectives
Minnesota
$3.64K – – –
AWM
731
Abound Wealth Management
Tennessee
$3.24K +$210 +5 +7%
N
732
Natixis
France
$3.1K +$2.95K +70 New
NRG
733
Nemes Rush Group
Michigan
$3.09K – – –
AIC
734
Archer Investment Corporation
Indiana
$2.93K – – –
RTL
735
Red Tortoise LLC
Georgia
$2.93K – – –
FFO
736
Fortitude Family Office
Arizona
$2.71K +$2.4K +57 +1,425%
SWC
737
Spectrum Wealth Counsel
Indiana
$2.66K +$2.52K +60 New
CPA
738
Clear Point Advisors
New York
$2.5K – – –
ATC
739
Adirondack Trust Company
New York
$2.44K – – –
BIA
740
Bell Investment Advisors
California
$2.4K -$547 -13 -19%
IWP
741
IAG Wealth Partners
Wisconsin
$2.35K – – –
BCMLT
742
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.22K – – –
TIM
743
Thompson Investment Management
Wisconsin
$2.22K – – –
CWC
744
Carolinas Wealth Consulting
North Carolina
$2.04K +$421 +10 +28%
AW
745
Avion Wealth
Texas
$2K – – –
PCM
746
Penserra Capital Management
California
$2K – – –
HWP
747
Highline Wealth Partners
California
$1.95K +$800 +19 +76%
EWM
748
Evermay Wealth Management
Virginia
$1.91K – – –
GFPC
749
Global Financial Private Client
Florida
$1.91K +$1.81K +43 New
BWP
750
Baldwin Wealth Partners
Massachusetts
$1.6K +$1.51K +36 New
28 29
30
31 32

FE Hedge Fund Activity: Q3 2024 in Review

773 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2024, worth a combined $21.4B — up 16% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new FE positions and 58 closed out — a net gain of 52 holders — while 295 added to existing stakes and 221 trimmed.

The largest buyer was BlackRock, adding an estimated $56.6M. The largest seller was Nuveen, cutting an estimated $153M.

  • 773 institutional investors held FirstEnergy (FE) as of Q3 2024, up from 727 in Q2 2024.
  • Funds reported $21.4B of FirstEnergy stock for Q3 2024, up 16% quarter-over-quarter.
  • 110 funds opened new FirstEnergy positions in Q3 2024 and 58 closed out, a net change of +52 holders.
  • The largest FirstEnergy buyer in Q3 2024 was BlackRock, an estimated $56.6M added.
  • The largest FirstEnergy seller in Q3 2024 was Nuveen, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2024.