FirstEnergy
680 hedge funds and large institutions have $18.3B invested in FirstEnergy in 2023 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 239 increasing their positions, 247 reducing their positions, and 93 closing their positions.
1.27% more ownership
Funds ownership: 80.92% → 82.19% (+1.3%)
1% less capital invested
Capital invested by funds: $18.5B → $18.3B (-$242M)
3% less repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 247
5% less funds holding
Funds holding: 714 → 680 (-34)
16% less call options, than puts
Call options by funds: $108M | Put options by funds: $129M
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
31% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 93
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$529M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$124M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$118M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$107M |
| 5 |
Jennison Associates
New York
|
+$50M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IC
Icahn Carl
Sunny Isles Beach,
Florida
|
-$191M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$148M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$110M |
| 4 |
ZP
Zimmer Partners
New York
|
-$68.9M |
| 5 |
BlackRock
New York
|
-$45M |
FE Hedge Fund Activity: Q2 2023 in Review
680 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q2 2023, worth a combined $18.3B — down 1.3% from $18.5B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of FE and 64 opened new positions — a net loss of 29 holders — while 247 trimmed existing stakes and 239 added.
The largest buyer was Capital World Investors, adding an estimated $529M. The largest seller was Icahn Carl, cutting an estimated $191M.
- 680 institutional investors held FirstEnergy (FE) as of Q2 2023, down from 714 in Q1 2023.
- Funds reported $18.3B of FirstEnergy stock for Q2 2023, down 1.3% quarter-over-quarter.
- 64 funds opened new FirstEnergy positions in Q2 2023 and 93 closed out, a net change of -29 holders.
- The largest FirstEnergy buyer in Q2 2023 was Capital World Investors, an estimated $529M added.
- The largest FirstEnergy seller in Q2 2023 was Icahn Carl, an estimated $191M sold.
Based on aggregated 13F filings for Q2 2023.