We are live on ! Find out more
FE icon

FirstEnergy

630 hedge funds and large institutions have $15.4B invested in FirstEnergy in 2021 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 209 increasing their positions, 209 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 79

21% more call options, than puts

Call options by funds: $189M | Put options by funds: $156M

16% more capital invested

Capital invested by funds: $13.3B → $15.4B (+$2.1B)

3% more funds holding

Funds holding: 610630 (+20)

1.79% more ownership

Funds ownership: 80.21%81.99% (+1.8%)

0% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 209

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
630
Holders Change
+20
Holders Change %
+3.28%
% of All Funds
11.06%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.28%
New
105
Increased
209
Reduced
209
Closed
79
Calls
$189M
Puts
$156M
Net Calls
+$32.7M
Net Calls Change
+$52.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Asset Management One
101
Asset Management One
Japan
$15.9M +$260K +7,969 +2%
GF
102
Gabelli Funds
New York
$15.9M -$163K -5,000 -1%
MAM
103
Magellan Asset Management
Australia
$15.8M -$1.77M -54,038 -11%
DCP
104
Diameter Capital Partners
New York
$14M +$13.2M +403,000 New
ACI
105
AMP Capital Investors
Australia
$13.2M +$919K +28,150 +8%
Chevy Chase Trust
106
Chevy Chase Trust
Maryland
$13.1M -$849K -26,004 -6%
Point72 Asset Management
107
Point72 Asset Management
Connecticut
$13M +$12.3M +375,112 New
First Trust Advisors
108
First Trust Advisors
Illinois
$13M +$1.21M +36,990 +11%
SEI Investments
109
SEI Investments
Pennsylvania
$11.5M -$1.62M -49,510 -13%
Renaissance Technologies
110
Renaissance Technologies
New York
$11.1M -$40.5M -1,241,300 -79%
State of New Jersey Common Pension Fund D
111
State of New Jersey Common Pension Fund D
New Jersey
$10.9M -$506K -15,504 -5%
Verition Fund Management
112
Verition Fund Management
Connecticut
$10.8M +$7.26M +222,193 +253%
PP
113
Prudential plc
United Kingdom
$10.6M -$44.6M -1,365,800 -82%
BCM
114
Brigade Capital Management
New York
$10.1M
LSV Asset Management
115
LSV Asset Management
Illinois
$10M -$1.54M -47,000 -14%
Ohio Public Employees Retirement System (OPERS)
116
Ohio Public Employees Retirement System (OPERS)
Ohio
$9.99M +$704K +21,550 +8%
GLA
117
Great Lakes Advisors
Illinois
$9.95M +$9.37M +286,876 New
Balyasny Asset Management
118
Balyasny Asset Management
Illinois
$9.75M +$8.81M +269,700 +2,377%
WM
119
WS Management
Florida
$9.68M +$9.11M +278,962 New
Los Angeles Capital Management
120
Los Angeles Capital Management
California
$9.56M +$51.7K +1,582 +0.6%
Canada Life
121
Canada Life
Manitoba, Canada
$9.36M -$12.7M -388,396 -59%
COPPSERS
122
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.31M +$6.55M +200,679 +296%
MPM
123
Mountaineer Partners Management
New York
$9.16M +$719K +22,000 +9%
AMG
124
Advisors Management Group
Wisconsin
$9.14M +$105K +3,212 +1%
Schroder Investment Management Group
125
Schroder Investment Management Group
United Kingdom
$9.02M +$386K +11,807 +5%

FE Hedge Fund Activity: Q1 2021 in Review

630 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2021, worth a combined $15.4B — up 16% from $13.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new FE positions and 79 closed out — a net gain of 26 holders — while 209 added to existing stakes and 209 trimmed.

The largest buyer was Icahn Carl, opening a new position worth an estimated $620M. The largest seller was Nuveen, cutting an estimated $118M.

  • 630 institutional investors held FirstEnergy (FE) as of Q1 2021, up from 610 in Q4 2020.
  • Funds reported $15.4B of FirstEnergy stock for Q1 2021, up 16% quarter-over-quarter.
  • 105 funds opened new FirstEnergy positions in Q1 2021 and 79 closed out, a net change of +26 holders.
  • The largest FirstEnergy buyer in Q1 2021 was Icahn Carl, an estimated $620M added.
  • The largest FirstEnergy seller in Q1 2021 was Nuveen, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2021.