FirstEnergy
695 hedge funds and large institutions have $21.8B invested in FirstEnergy in 2022 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 265 increasing their positions, 208 reducing their positions, and 88 closing their positions.
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: $19.6B → $21.8B (+$2.12B)
6% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 88
0% less funds holding
Funds holding: 698 → 695 (-3)
3.62% less ownership
Funds ownership: 86.74% → 83.12% (-3.6%)
46% less funds holding in top 10
Funds holding in top 10: 13 → 7 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GQG Partners
Ft. Lauderdale,
Florida
|
+$394M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$328M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$188M |
| 4 |
State Street
Boston,
Massachusetts
|
+$145M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$136M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$235M |
| 2 |
6CM
683 Capital Management
New York
|
-$93.6M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$85.4M |
| 4 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
-$74M |
| 5 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$66.1M |
FE Hedge Fund Activity: Q1 2022 in Review
695 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q1 2022, worth a combined $21.8B — up 11% from $19.6B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new FE positions and 88 closed out — a net gain of 5 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 698 in Q4 2021.
- Funds reported $21.8B of FirstEnergy stock for Q1 2022, up 11% quarter-over-quarter.
- 93 funds opened new FirstEnergy positions in Q1 2022 and 88 closed out, a net change of +5 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.