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
BG
151
Bollard Group
Massachusetts
$5.4M +$518K +15,849 +11%
EP
152
Edgestream Partners
New Jersey
$5.33M +$3.25M +99,402 +183%
EGM
153
Engineers Gate Manager
New York
$5.29M -$606K -18,540 -11%
TCM
154
Taal Capital Management
Massachusetts
$5.2M +$1.63M +50,000 +50%
Calamos Advisors
155
Calamos Advisors
Illinois
$5.18M +$151K +4,614 +3%
LPL Financial
156
LPL Financial
California
$5.17M +$1.2M +36,887 +33%
Stifel Financial
157
Stifel Financial
Missouri
$4.81M -$932K -28,549 -17%
Janney Montgomery Scott
158
Janney Montgomery Scott
Pennsylvania
$4.77M +$188K +5,763 +4%
Squarepoint
159
Squarepoint
New York
$4.74M +$3.99M +122,285 +855%
SOMRS
160
State of Michigan Retirement System
Michigan
$4.73M -$3.27K -100 -0.1%
Susquehanna International Group
161
Susquehanna International Group
Pennsylvania
$4.73M +$2.74M +83,998 +160%
JRCM
162
Jones Road Capital Management
New York
$4.72M +$1.08M +33,000 +32%
4WM
163
44 Wealth Management
Oregon
$4.69M +$4.42M +135,212 New
MIM
164
MetLife Investment Management
New Jersey
$4.49M -$75.9K -2,323 -2%
CB
165
Commerce Bank
Missouri
$4.44M -$99.4K -3,044 -2%
QT
166
Quantbot Technologies
New York
$4.34M +$55.7K +1,705 +1%
Truist Financial
167
Truist Financial
North Carolina
$4.32M -$735K -22,503 -15%
Wolverine Trading
168
Wolverine Trading
Illinois
$4.15M +$1.67M +51,280 +74%
Envestnet Asset Management
169
Envestnet Asset Management
Illinois
$4.11M +$870K +26,637 +29%
American Century Companies
170
American Century Companies
Missouri
$4.02M -$6.53K -200 -0.2%
TC
171
TwinBeech Capital
New York
$4.01M +$3.77M +115,500 New
MS
172
Madden Securities
Texas
$3.99M -$114K -3,495 -3%
TCM
173
Teza Capital Management
Illinois
$3.85M +$3.62M +110,875 New
RJFSA
174
Raymond James Financial Services Advisors
Florida
$3.71M +$520K +15,932 +17%
SG Americas Securities
175
SG Americas Securities
New York
$3.68M -$2.67M -81,635 -43%

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.