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FirstEnergy

773 hedge funds and large institutions have $21.4B invested in FirstEnergy in 2024 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 295 increasing their positions, 221 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more call options, than puts

Call options by funds: $116M | Put options by funds: $56M

90% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 58

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

33% more repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 221

16% more capital invested

Capital invested by funds: $18.5B → $21.4B (+$2.91B)

6% more funds holding

Funds holding: 727773 (+46)

0.09% less ownership

Funds ownership: 83.86%83.76% (-0.09%)

Holders
773
Holders Change
+46
Holders Change %
+6.33%
% of All Funds
11.1%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
110
Increased
295
Reduced
221
Closed
58
Calls
$116M
Puts
$56M
Net Calls
+$59.7M
Net Calls Change
+$20.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital World Investors
1
Capital World Investors
California
$3.46B +$1.04M +24,765 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.9B +$19.3M +458,713 +0.7%
BlackRock
3
BlackRock
New York
$1.97B +$56.6M +1,345,237 +3%
State Street
4
State Street
Massachusetts
$1.68B +$2.97M +70,520 +0.2%
Blackstone Inc
5
Blackstone Inc
New York
$1.28B
Fidelity Investments
6
Fidelity Investments
Massachusetts
$821M +$31.3M +744,358 +4%
Invesco
7
Invesco
Georgia
$568M +$1.55M +36,762 +0.3%
T. Rowe Price Associates
8
T. Rowe Price Associates
Maryland
$547M -$23.3M -553,850 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$539M +$849K +20,183 +0.2%
Boston Partners
10
Boston Partners
Massachusetts
$422M +$1.3M +30,887 +0.3%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$421M +$23.5M +558,302 +6%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$404M +$19.2M +457,231 +5%
Morgan Stanley
13
Morgan Stanley
New York
$367M +$16.6M +393,894 +5%
Ameriprise
14
Ameriprise
Minnesota
$363M -$74.1M -1,761,686 -18%
SCP
15
Soroban Capital Partners
New York
$231M -$27.1M -642,965 -11%
N
16
Nuveen
North Carolina
$216M -$153M -3,632,644 -43%
Legal & General Group
17
Legal & General Group
United Kingdom
$197M -$1.2M -28,497 -0.6%
Northern Trust
18
Northern Trust
Illinois
$192M -$7.66M -182,071 -4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$167M -$1.79M -42,527 -1%
ZP
20
Zimmer Partners
New York
$164M -$80.9M -1,921,176 -34%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$160M +$413K +9,822 +0.3%
Franklin Resources
22
Franklin Resources
California
$153M +$1.44M +34,151 +1%
Charles Schwab
23
Charles Schwab
California
$146M +$240K +5,692 +0.2%
Bank of America
24
Bank of America
North Carolina
$146M +$23.9M +568,265 +21%
JP Morgan Chase
25
JP Morgan Chase
New York
$146M +$30.5M +725,563 +28%

FE Hedge Fund Activity: Q3 2024 in Review

773 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q3 2024, worth a combined $21.4B — up 16% from $18.5B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new FE positions and 58 closed out — a net gain of 52 holders — while 295 added to existing stakes and 221 trimmed.

The largest buyer was BlackRock, adding an estimated $56.6M. The largest seller was Nuveen, cutting an estimated $153M.

  • 773 institutional investors held FirstEnergy (FE) as of Q3 2024, up from 727 in Q2 2024.
  • Funds reported $21.4B of FirstEnergy stock for Q3 2024, up 16% quarter-over-quarter.
  • 110 funds opened new FirstEnergy positions in Q3 2024 and 58 closed out, a net change of +52 holders.
  • The largest FirstEnergy buyer in Q3 2024 was BlackRock, an estimated $56.6M added.
  • The largest FirstEnergy seller in Q3 2024 was Nuveen, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2024.