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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
Toronto Dominion Bank
126
Toronto Dominion Bank
Ontario, Canada
$8.46M -$12.6M -384,715 -61%
Goldman Sachs
127
Goldman Sachs
New York
$7.85M -$1.17M -35,683 -14%
AAM
128
Advisors Asset Management
Colorado
$7.8M +$2.52M +77,036 +52%
SSA
129
Schonfeld Strategic Advisors
New York
$7.74M +$7.29M +223,100 New
VOYA Investment Management
130
VOYA Investment Management
Georgia
$7.55M -$475K -14,557 -6%
CCMD
131
Cypress Capital Management (Delaware)
Delaware
$7.32M -$898K -27,500 -12%
TD Asset Management
132
TD Asset Management
Ontario, Canada
$7.04M +$32.4K +992 +0.5%
Retirement Systems of Alabama
133
Retirement Systems of Alabama
Alabama
$7.03M -$497K -15,207 -7%
RJA
134
Raymond James & Associates
Florida
$7M +$1.28M +39,177 +24%
Royal London Asset Management
135
Royal London Asset Management
United Kingdom
$6.93M +$194K +5,939 +3%
DA
136
Duality Advisers
Florida
$6.92M +$6.51M +199,438 New
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$6.9M -$16.3K -500 -0.3%
HighTower Advisors
138
HighTower Advisors
Illinois
$6.84M -$152K -4,647 -2%
PAM
139
Panagora Asset Management
Massachusetts
$6.5M +$256K +7,840 +4%
Aviva
140
Aviva
United Kingdom
$6.18M -$18.7K -573 -0.3%
Mitsubishi UFJ Asset Management
141
Mitsubishi UFJ Asset Management
Japan
$6.16M +$696K +21,297 +14%
Commonwealth Equity Services
142
Commonwealth Equity Services
Massachusetts
$6.11M -$1.35M -41,402 -19%
GCMG
143
Gyroscope Capital Management Group
Florida
$6.1M -$37.5K -1,148 -0.6%
BHMP
144
Bardin Hill Management Partners
New York
$5.91M -$4.38M -134,174 -44%
CP
145
Centerbridge Partners
New York
$5.87M -$6.73M -205,900 -55%
HA
146
Heartland Advisors
Wisconsin
$5.81M -$64.7K -1,981 -1%
MYIA
147
Mount Yale Investment Advisors
Colorado
$5.81M -$104K -3,174 -2%
OAM
148
Oppenheimer Asset Management
New York
$5.79M +$2.04M +62,329 +60%
GC
149
Guggenheim Capital
Illinois
$5.53M +$285K +8,736 +6%
ASRS
150
Arizona State Retirement System
Arizona
$5.43M +$849 +26 +0%

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.