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FirstEnergy

683 hedge funds and large institutions have $17.2B invested in FirstEnergy in 2022 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 241 increasing their positions, 217 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $56.6M | Put options by funds: $33.3M

11% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 217

9% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 88

0.34% more ownership

Funds ownership: 81.62%81.96% (+0.34%)

0% more funds holding

Funds holding: 683683 (0)

3% less capital invested

Capital invested by funds: $17.8B → $17.2B (-$571M)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
683
Holders Change
Holders Change %
0%
% of All Funds
11.77%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
96
Increased
241
Reduced
217
Closed
88
Calls
$56.6M
Puts
$33.3M
Net Calls
+$23.4M
Net Calls Change
-$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.45B -$44.4M -1,124,234 -2%
State Street
2
State Street
Massachusetts
$1.66B -$10.6M -268,792 -0.6%
BlackRock
3
BlackRock
New York
$1.57B -$99.7M -2,523,010 -6%
Blackstone Inc
4
Blackstone Inc
New York
$1.07B
IC
5
Icahn Carl
Florida
$702M
Invesco
6
Invesco
Georgia
$624M -$30.6M -774,937 -4%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$548M -$144M -3,655,218 -20%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$513M +$91.5M +2,315,790 +20%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$408M -$6.77M -171,192 -2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$399M -$30.8M -778,821 -7%
Ameriprise
11
Ameriprise
Minnesota
$387M -$8.77M -222,010 -2%
Boston Partners
12
Boston Partners
Massachusetts
$326M +$348M +8,800,892 New
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$309M -$3.12M -78,954 -0.9%
Morgan Stanley
14
Morgan Stanley
New York
$271M +$7.23M +182,862 +3%
Mitsubishi UFJ Trust & Banking
15
Mitsubishi UFJ Trust & Banking
Japan
$237M -$23M -582,296 -8%
Legal & General Group
16
Legal & General Group
United Kingdom
$214M -$9.94M -251,466 -4%
JP Morgan Chase
17
JP Morgan Chase
New York
$196M -$35.6M -901,525 -15%
Citadel Advisors
18
Citadel Advisors
Florida
$194M +$21.8M +552,472 +12%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$192M +$529K +13,382 +0.3%
Northern Trust
20
Northern Trust
Illinois
$184M -$5.01M -126,846 -2%
BC
21
Brookfield Corp
Ontario, Canada
$160M -$4.92M -124,504 -3%
N
22
Nuveen
North Carolina
$159M +$6.75M +170,732 +4%
Cohen & Steers
23
Cohen & Steers
New York
$141M +$76.3M +1,930,832 +103%
FPA
24
First Pacific Advisors
California
$134M +$1.09M +27,648 +0.8%
ZP
25
Zimmer Partners
New York
$132M +$82.2M +2,080,596 +140%

FE Hedge Fund Activity: Q3 2022 in Review

683 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2022, worth a combined $17.2B — down 3.2% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new FE positions and 88 closed out — a net gain of 8 holders — while 241 added to existing stakes and 217 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $348M. The largest seller was GQG Partners, cutting an estimated $205M.

  • 683 institutional investors held FirstEnergy (FE) as of Q3 2022, unchanged from Q2 2022.
  • Funds reported $17.2B of FirstEnergy stock for Q3 2022, down 3.2% quarter-over-quarter.
  • 96 funds opened new FirstEnergy positions in Q3 2022 and 88 closed out, a net change of +8 holders.
  • The largest FirstEnergy buyer in Q3 2022 was Boston Partners, an estimated $348M added.
  • The largest FirstEnergy seller in Q3 2022 was GQG Partners, an estimated $205M sold.

Based on aggregated 13F filings for Q3 2022.