FirstEnergy
663 hedge funds and large institutions have $16.1B invested in FirstEnergy in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 190 increasing their positions, 274 reducing their positions, and 88 closing their positions.
0.04% less ownership
Funds ownership: 82.19% → 82.15% (-0.04%)
3% less funds holding
Funds holding: 681 → 663 (-18)
12% less capital invested
Capital invested by funds: $18.3B → $16.1B (-$2.2B)
14% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 88
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
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: 190 | 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 |
N
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
663 of the 6,301 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: 88 funds closed out of FE and 76 opened new positions — a net loss of 12 holders — while 274 trimmed existing stakes and 190 added.
The largest buyer was Capital World Investors, adding an estimated $218M. The largest seller was Wellington Management Group, cutting an estimated $94.8M.
- 663 institutional investors held FirstEnergy (FE) as of Q3 2023, down from 681 in Q2 2023.
- Funds reported $16.1B of FirstEnergy stock for Q3 2023, down 12% quarter-over-quarter.
- 76 funds opened new FirstEnergy positions in Q3 2023 and 88 closed out, a net change of -12 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.