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FirstEnergy
FE

697 hedge funds and large institutions have $19.5B invested in FirstEnergy in 2021 Q4 according to their latest regulatory filings, with 126 funds opening new positions, 228 increasing their positions, 227 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

230% more call options, than puts

Call options by funds: $176M | Put options by funds: $53.2M

121% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 57

24% more capital invested

Capital invested by funds: $15.7B → $19.5B (+$3.8B)

9% more funds holding

Funds holding: 639 → 697 (+58)

8% more funds holding in top 10

Funds holding in top 10: 12 → 13 (+1)

5.52% more ownership

Funds ownership: 81.22% → 86.74% (+5.5%)

0% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 227

Holders
697
Holders Change
+58
Holders Change %
+9.08%
% of All Funds
10.73%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.2%
New
126
Increased
228
Reduced
227
Closed
57
Calls
$176M
Puts
$53.2M
Net Calls
+$123M
Net Calls Change
-$58.5M

Top Buyers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
+$987M
2
JP Morgan Chase
JP Morgan Chase
New York
+$276M
3
Jennison Associates
Jennison Associates
New York
+$103M
4
BlackRock
BlackRock
New York
+$85.4M
5
N
Nuveen
North Carolina
+$80.8M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$226M
2
Bank of America
Bank of America
North Carolina
-$156M
3
DKCM
Davidson Kempner Capital Management
New York
-$117M
4
ECP
Empyrean Capital Partners
California
-$104M
5
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$77.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
176
AMP Capital Investors
Australia
$5.01M -$8.81M -228,576 -65%
Nomura Asset Management
177
Nomura Asset Management
Japan
$5.01M +$359K +9,301 +8%
Neuberger Berman Group
178
Neuberger Berman Group
New York
$5M +$5.16M +133,927 New
MIM
179
MetLife Investment Management
New Jersey
$5M -$101K -2,628 -2%
UIM
180
USS Investment Management
United Kingdom
$4.99M – – –
RIM
181
Redpoint Investment Management
Australia
$4.88M – – –
AWM
182
AE Wealth Management
Kansas
$4.88M +$436K +11,308 +11%
Los Angeles Capital Management
183
Los Angeles Capital Management
California
$4.73M -$63K -1,635 -1%
PI
184
Putnam Investments
Massachusetts
$4.71M -$295K -7,664 -6%
MS
185
Madden Securities
Texas
$4.71M -$46.3K -1,200 -1%
CPO
186
Cerity Partners OCIO
New York
$4.55M +$3.88M +100,739 +1,166%
RJFSA
187
Raymond James Financial Services Advisors
Florida
$4.35M +$84.7K +2,197 +2%
TCM
188
Trilantic Capital Management
New York
$4.3M +$3.99M +103,382 New
Balyasny Asset Management
189
Balyasny Asset Management
Illinois
$4.17M +$2.32M +60,137 +150%
SOADOR
190
State of Alaska Department of Revenue
Alaska
$4.13M +$607K +15,745 +19%
URS
191
Utah Retirement Systems
Utah
$4.1M +$11.6K +300 +0.3%
VanEck Associates
192
VanEck Associates
New York
$4.05M +$421K +10,917 +13%
National Bank of Canada
193
National Bank of Canada
Quebec, Canada
$4.02M +$3.74M +97,012 New
Man Group
194
Man Group
United Kingdom
$4.01M +$1.74M +45,127 +88%
APG Asset Management
195
APG Asset Management
Netherlands
$4M +$1.32M +34,200 +45%
BCIM
196
British Columbia Investment Management
British Columbia, Canada
$3.97M -$189K -4,904 -5%
JRCM
197
Jones Road Capital Management
New York
$3.95M +$3.66M +95,000 New
Public Sector Pension Investment Board (PSP Investments)
198
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.93M – – –
DekaBank Deutsche Girozentrale
199
DekaBank Deutsche Girozentrale
Germany
$3.92M +$175K +4,550 +5%
Cambridge Investment Research Advisors
200
Cambridge Investment Research Advisors
Iowa
$3.9M -$260K -6,743 -7%
6 7
8
9 10

FE Hedge Fund Activity: Q4 2021 in Review

697 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2021, worth a combined $19.5B — up 24% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new FE positions and 57 closed out — a net gain of 69 holders — while 228 added to existing stakes and 227 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $987M. The largest seller was Wells Fargo, cutting an estimated $226M.

  • 697 institutional investors held FirstEnergy (FE) as of Q4 2021, up from 639 in Q3 2021.
  • Funds reported $19.5B of FirstEnergy stock for Q4 2021, up 24% quarter-over-quarter.
  • 126 funds opened new FirstEnergy positions in Q4 2021 and 57 closed out, a net change of +69 holders.
  • The largest FirstEnergy buyer in Q4 2021 was Blackstone Inc, an estimated $987M added.
  • The largest FirstEnergy seller in Q4 2021 was Wells Fargo, an estimated $226M sold.

Based on aggregated 13F filings for Q4 2021.