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FirstEnergy
FE

695 hedge funds and large institutions have $21.7B invested in FirstEnergy in 2022 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 265 increasing their positions, 208 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

219% more call options, than puts

Call options by funds: $94.9M | Put options by funds: $29.7M

27% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 208

11% more capital invested

Capital invested by funds: $19.5B → $21.7B (+$2.18B)

7% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 88

0% less funds holding

Funds holding: 697 → 695 (-2)

3.61% less ownership

Funds ownership: 86.74% → 83.13% (-3.6%)

46% less funds holding in top 10

Funds holding in top 10: 13 → 7 (-6)

Holders
695
Holders Change
-2
Holders Change %
-0.29%
% of All Funds
10.96%
Holding in Top 10
7
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-46.15%
% of All Funds
0.11%
New
94
Increased
265
Reduced
208
Closed
88
Calls
$94.9M
Puts
$29.7M
Net Calls
+$65.2M
Net Calls Change
-$57.3M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$394M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$328M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$188M
4
State Street
State Street
Massachusetts
+$145M
5
Invesco
Invesco
Georgia
+$136M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$235M
2
6CM
683 Capital Management
New York
-$93.6M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$85.4M
4
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
-$74M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$66.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
151
TownSquare Capital
Utah
$6.63M +$178K +4,197 +3%
SOMRS
152
State of Michigan Retirement System
Michigan
$6.6M +$287K +6,774 +5%
GC
153
Guggenheim Capital
Illinois
$6.55M +$279K +6,595 +5%
Stifel Financial
154
Stifel Financial
Missouri
$6.53M -$620K -14,651 -9%
AB
155
Amalgamated Bank
New York
$6.32M -$250K -5,899 -4%
AF
156
Amalgamated Financial
New York
$6.32M +$5.83M +137,744 New
AWM
157
AE Wealth Management
Kansas
$6.22M +$781K +18,468 +16%
ProShare Advisors
158
ProShare Advisors
Maryland
$6.13M +$139K +3,288 +3%
Commonwealth Equity Services
159
Commonwealth Equity Services
Massachusetts
$6.12M -$894K -21,132 -14%
CM
160
Caption Management
Oklahoma
$5.88M +$4.11M +97,134 +314%
KOCAA
161
Knights of Columbus Asset Advisors
Connecticut
$5.84M +$119K +2,802 +2%
National Bank of Canada
162
National Bank of Canada
Quebec, Canada
$5.62M +$1.01M +23,904 +25%
HA
163
Heartland Advisors
Wisconsin
$5.6M -$6.6M -156,078 -56%
AAM
164
Advisors Asset Management
Colorado
$5.42M -$3.24M -76,712 -39%
Mercer Global Advisors
165
Mercer Global Advisors
Colorado
$5.33M +$1.26M +29,904 +35%
YCM
166
Yousif Capital Management
Michigan
$5.14M +$938K +22,180 +25%
FAF
167
Första AP-fonden
Sweden
$5.07M -$575K -13,600 -11%
MS
168
Madden Securities
Texas
$4.96M -$216K -5,100 -5%
Assenagon Asset Management
169
Assenagon Asset Management
Luxembourg
$4.93M +$2.08M +49,185 +84%
PI
170
Putnam Investments
Massachusetts
$4.84M -$318K -7,529 -7%
APG Asset Management
171
APG Asset Management
Netherlands
$4.83M +$334K +7,900 +7%
VanEck Associates
172
VanEck Associates
New York
$4.82M +$327K +7,740 +8%
YCM
173
Yaupon Capital Management
New York
$4.78M +$4.41M +104,200 New
CPO
174
Cerity Partners OCIO
New York
$4.74M -$259K -6,128 -6%
RJFSA
175
Raymond James Financial Services Advisors
Florida
$4.7M -$91.8K -2,171 -2%
5 6
7
8 9

FE Hedge Fund Activity: Q1 2022 in Review

695 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2022, worth a combined $21.7B — up 11% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new FE positions and 88 closed out — a net gain of 6 holders — while 265 added to existing stakes and 208 trimmed.

The largest buyer was GQG Partners, opening a new position worth an estimated $394M. The largest seller was Bank of America, cutting an estimated $235M.

  • 695 institutional investors held FirstEnergy (FE) as of Q1 2022, down from 697 in Q4 2021.
  • Funds reported $21.7B of FirstEnergy stock for Q1 2022, up 11% quarter-over-quarter.
  • 94 funds opened new FirstEnergy positions in Q1 2022 and 88 closed out, a net change of +6 holders.
  • The largest FirstEnergy buyer in Q1 2022 was GQG Partners, an estimated $394M added.
  • The largest FirstEnergy seller in Q1 2022 was Bank of America, an estimated $235M sold.

Based on aggregated 13F filings for Q1 2022.