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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
Mitsubishi UFJ Asset Management
101
Mitsubishi UFJ Asset Management
Japan
$12.9M +$995K +25,181 +8%
Chevy Chase Trust
102
Chevy Chase Trust
Maryland
$12.8M -$529K -13,379 -4%
CS
103
Credit Suisse
Switzerland
$12.6M -$921K -23,299 -6%
Asset Management One
104
Asset Management One
Japan
$12.4M -$1.24M -31,352 -9%
BF
105
BOK Financial
Oklahoma
$12.4M +$31.8K +805 +0.2%
Allianz Asset Management
106
Allianz Asset Management
Germany
$12.1M -$12M -304,097 -48%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$11.5M
LP
108
LMR Partners
United Kingdom
$11.2M +$12M +302,919 New
MSV
109
MN Services Vermogensbeheer
Netherlands
$11.1M -$664K -16,800 -5%
Macquarie Group
110
Macquarie Group
Australia
$10.9M -$637K -16,131 -5%
CPC
111
Cookson Peirce & Co
Pennsylvania
$10.7M +$59.6K +1,508 +0.5%
WM
112
WS Management
Florida
$10.3M
Ohio Public Employees Retirement System (OPERS)
113
Ohio Public Employees Retirement System (OPERS)
Ohio
$10.3M +$82.2K +2,079 +0.8%
D.E. Shaw & Co
114
D.E. Shaw & Co
New York
$10M -$2.4M -60,857 -18%
CC
115
Coann Capital
Connecticut
$9.97M +$10.6M +269,444 New
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
$9.94M -$10.1M -254,605 -49%
Canada Life
117
Canada Life
Manitoba, Canada
$9.87M -$138K -3,502 -1%
Calamos Advisors
118
Calamos Advisors
Illinois
$9.67M
LPL Financial
119
LPL Financial
California
$9.6M +$1.13M +28,717 +12%
AMG
120
Advisors Management Group
Wisconsin
$9.53M -$62.7K -1,586 -0.6%
BG
121
Bollard Group
Massachusetts
$9.37M +$83.1K +2,104 +0.8%
Schroder Investment Management Group
122
Schroder Investment Management Group
United Kingdom
$9.09M -$301K -7,629 -3%
AWM
123
AE Wealth Management
Kansas
$8.95M +$1.53M +38,824 +19%
Treasurer of the State of North Carolina
124
Treasurer of the State of North Carolina
North Carolina
$8.61M +$119K +3,000 +1%
Toronto Dominion Bank
125
Toronto Dominion Bank
Ontario, Canada
$8.45M -$1.61M -40,758 -15%

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.