FirstEnergy
664 hedge funds and large institutions have $16.1B invested in FirstEnergy in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 189 increasing their positions, 274 reducing their positions, and 87 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.04% less ownership
Funds ownership: 82.19% → 82.15% (-0.04%)
2% less funds holding
Funds holding: 680 → 664 (-16)
11% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 87
12% less capital invested
Capital invested by funds: $18.3B → $16.1B (-$2.19B)
27% less call options, than puts
Call options by funds: $57.6M | Put options by funds: $79.2M
31% less repeat investments, than reductions
Existing positions increased: 189 | Existing positions reduced: 274
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$218M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$140M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
+$88.2M |
| 4 |
MIM
Merewether Investment Management
Dallas,
Texas
|
+$51M |
| 5 |
ZP
Zimmer Partners
New York
|
+$39.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$94.8M |
| 2 |
State Street
Boston,
Massachusetts
|
-$80M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$54.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$51.3M |
| 5 |
BlackRock
New York
|
-$48.4M |
FE Hedge Fund Activity: Q3 2023 in Review
664 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2023, worth a combined $16.1B — down 12% from $18.3B a quarter earlier.
Sellers outnumbered buyers: 87 funds closed out of FE and 77 opened new positions — a net loss of 10 holders — while 274 trimmed existing stakes and 189 added.
The largest buyer was Capital World Investors, adding an estimated $218M. The largest seller was Wellington Management Group, cutting an estimated $94.8M.
- 664 institutional investors held FirstEnergy (FE) as of Q3 2023, down from 680 in Q2 2023.
- Funds reported $16.1B of FirstEnergy stock for Q3 2023, down 12% quarter-over-quarter.
- 77 funds opened new FirstEnergy positions in Q3 2023 and 87 closed out, a net change of -10 holders.
- The largest FirstEnergy buyer in Q3 2023 was Capital World Investors, an estimated $218M added.
- The largest FirstEnergy seller in Q3 2023 was Wellington Management Group, an estimated $94.8M sold.
Based on aggregated 13F filings for Q3 2023.