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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
BAM
176
Bruderman Asset Management
New York
$3.66M +$135K +4,120 +4%
Nomura Asset Management
177
Nomura Asset Management
Japan
$3.65M +$77.5K +2,373 +2%
KBC Group
178
KBC Group
Belgium
$3.63M
URS
179
Utah Retirement Systems
Utah
$3.61M -$147K -4,500 -4%
RIM
180
Redpoint Investment Management
Australia
$3.57M +$478K +14,638 +17%
GIBU
181
Gulf International Bank (UK)
United Kingdom
$3.57M -$372K -11,380 -10%
Comerica Bank
182
Comerica Bank
Texas
$3.56M -$181K -5,541 -5%
KOCAA
183
Knights of Columbus Asset Advisors
Connecticut
$3.52M +$159K +4,883 +5%
GCM
184
Granby Capital Management
Florida
$3.47M
AAP
185
Ardsley Advisory Partners
Connecticut
$3.47M -$327K -10,000 -9%
DILIC
186
Dai-ichi Life Insurance Company
Japan
$3.46M -$289K -8,847 -8%
MSL
187
Mackay Shields LLC
New York
$3.41M -$4.22M -129,101 -57%
SOADOR
188
State of Alaska Department of Revenue
Alaska
$3.41M -$131K -4,007 -4%
HP
189
Hartree Partners
New York
$3.36M +$3.17M +97,000 New
State of Tennessee, Department of Treasury
190
State of Tennessee, Department of Treasury
Tennessee
$3.35M -$25.7K -787 -0.8%
Zurich Cantonal Bank
191
Zurich Cantonal Bank
Switzerland
$3.31M -$155K -4,743 -5%
Macquarie Group
192
Macquarie Group
Australia
$3.29M -$370K -11,339 -11%
AAF
193
Andra AP-fonden
Sweden
$3.26M +$16.3K +500 +0.5%
FHA
194
First Horizon Advisors
Tennessee
$3.25M +$156K +4,771 +5%
Cambridge Investment Research Advisors
195
Cambridge Investment Research Advisors
Iowa
$3.2M +$452K +13,842 +18%
ProShare Advisors
196
ProShare Advisors
Maryland
$3.15M -$725K -22,204 -20%
TPSF
197
Texas Permanent School Fund
Texas
$3.15M -$52.6K -1,610 -2%
WBC
198
Westpac Banking Corp
Australia
$3.1M +$499K +15,289 +21%
BCIM
199
British Columbia Investment Management
British Columbia, Canada
$3.08M -$82.2K -2,516 -3%
Osaic Holdings
200
Osaic Holdings
Arizona
$3.08M +$241K +7,385 +9%

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.