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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
MOACM
201
Mutual of America Capital Management
New York
$3.49M +$178K +4,210 +6%
MWM
202
Meridian Wealth Management
Kentucky
$3.46M -$12.9K -304 -0.4%
NLGIA
203
Nippon Life Global Investors Americas
New York
$3.45M +$335K +7,920 +12%
TPSF
204
Texas Permanent School Fund
Texas
$3.39M -$47.9K -1,133 -2%
HW
205
Hancock Whitney
Mississippi
$3.38M +$64.8K +1,531 +2%
AAIM
206
American Assets Investment Management
California
$3.21M – – –
SO
207
STRS Ohio
Ohio
$3.15M -$319K -7,550 -10%
OC
208
Oppenheimer & Co
New York
$3.13M +$385K +9,109 +15%
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$3.12M -$257K -6,066 -8%
BA
210
Bridgewater Associates
Connecticut
$3.11M +$1.65M +39,025 +136%
TI
211
Trexquant Investment
Connecticut
$3.08M +$2.85M +67,264 New
SAM
212
Securian Asset Management
Minnesota
$3.07M -$14.1K -334 -0.5%
Zurich Cantonal Bank
213
Zurich Cantonal Bank
Switzerland
$3.07M – – –
BCM
214
Bayesian Capital Management
New York
$2.92M +$2.7M +63,727 New
SSA
215
Schonfeld Strategic Advisors
New York
$2.9M +$1.1M +26,118 +70%
S
216
Seeyond
France
$2.82M +$88.3K +2,087 +4%
FHA
217
First Horizon Advisors
Tennessee
$2.78M -$1.32M -31,091 -34%
OIM
218
Opus Investment Management
Massachusetts
$2.77M – – –
PMG
219
ProVise Management Group
Florida
$2.76M +$213K +5,025 +9%
NA
220
NewEdge Advisors
Louisiana
$2.75M +$1.59M +37,498 +166%
Tudor Investment Corp
221
Tudor Investment Corp
Connecticut
$2.75M +$1.91M +45,075 +301%
Nisa Investment Advisors
222
Nisa Investment Advisors
Missouri
$2.71M -$292K -6,910 -10%
FCI
223
Financial Counselors Inc
Kansas
$2.71M -$28.9K -683 -1%
SF
224
Summit Financial
New Jersey
$2.7M +$33.3K +787 +15%
6CM
225
683 Capital Management
New York
$2.68M -$93.6M -2,214,000 -97%
7 8
9
10 11

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.