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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
Aberdeen Group
76
Aberdeen Group
United Kingdom
$26.2M +$1.99M +50,305 +8%
American Century Companies
77
American Century Companies
Missouri
$25.3M +$12M +304,260 +80%
M&T Bank
78
M&T Bank
New York
$25.3M +$1.59M +40,257 +6%
Adage Capital Partners
79
Adage Capital Partners
Massachusetts
$25.1M +$17.1M +433,400 +177%
AllianceBernstein
80
AllianceBernstein
Tennessee
$25.1M -$745K -18,848 -3%
Principal Financial Group
81
Principal Financial Group
Iowa
$25M -$1.57M -39,709 -6%
Envestnet Asset Management
82
Envestnet Asset Management
Illinois
$24.5M +$15M +378,668 +134%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$23.9M +$1.98M +50,017 +8%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$22.6M +$147K +3,712 +0.6%
State Board of Administration of Florida Retirement System
85
State Board of Administration of Florida Retirement System
Florida
$22.6M -$38.4K -971 -0.2%
SC
86
Sasco Capital
Connecticut
$22.4M
AA
87
ALPS Advisors
Colorado
$22M -$835K -21,118 -3%
FAF
88
Första AP-fonden
Sweden
$21.4M +$13M +328,700 +132%
HHAM
89
HITE Hedge Asset Management
Massachusetts
$19.9M +$17.2M +434,890 +421%
N
90
Natixis
France
$19.8M -$2.93M -74,049 -12%
UBS Group
91
UBS Group
Switzerland
$19.6M +$839K +21,226 +4%
SEI Investments
92
SEI Investments
Pennsylvania
$19.2M +$6.03M +152,633 +42%
GF
93
Gabelli Funds
New York
$16.8M -$83K -2,100 -0.5%
Janus Henderson Group
94
Janus Henderson Group
United Kingdom
$16.6M +$10.8M +272,656 +155%
IIM
95
INTECH Investment Management
Florida
$15.9M -$21.8M -551,607 -56%
MAM
96
Magellan Asset Management
Australia
$15.6M -$259K -6,553 -2%
RJA
97
Raymond James & Associates
Florida
$15.5M +$4.31M +109,012 +35%
Two Sigma Advisers
98
Two Sigma Advisers
New York
$15.1M +$8.5M +215,000 +111%
Goldman Sachs
99
Goldman Sachs
New York
$13.5M +$5.99M +151,568 +71%
GIA
100
Gateway Investment Advisers
Ohio
$13.2M -$35.3K -894 -0.2%

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.