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FirstEnergy
FE

Overview Fund Activity

687 hedge funds and large institutions have $17.7B invested in FirstEnergy in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 208 increasing their positions, 241 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
687
Holders Change
+27
Holders Change %
+4.09%
% of All Funds
10.07%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
111
Increased
208
Reduced
241
Closed
76
Calls
$51.6M
Puts
$76.9M
Net Calls
-$25.3M
Net Calls Change
-$3.68M

Top Buyers

1
Capital World Investors
1
Capital World Investors
California
$2.5B
2
Morgan Stanley
2
Morgan Stanley
New York
$560M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$135M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$644M
5
ZP
5
Zimmer Partners
New York
$135M

Top Sellers

1
IC
1
Icahn Carl
Florida
$216M
2
Citadel Advisors
2
Citadel Advisors
Florida
$20.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$29.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$47.3M
5
Boston Partners
5
Boston Partners
Massachusetts
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
QWM
251
Quadcap Wealth Management
Texas
$1.13M +$1.13M +30,707 New
KBC Group
252
KBC Group
Belgium
$1.11M – – –
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$1.11M +$111K +3,027 +11%
BRWA
254
B. Riley Wealth Advisors
Florida
$1.1M +$51.5K +1,405 +5%
AQR Capital Management
255
AQR Capital Management
Connecticut
$1.09M +$288K +7,903 +36%
PAS
256
Park Avenue Securities
New York
$1.06M +$86.2K +2,351 +9%
Pathstone Holdings
257
Pathstone Holdings
New Jersey
$1.06M +$1.06M +28,884 New
Creative Planning
258
Creative Planning
Kansas
$1.05M -$105K -2,866 -9%
NMERB
259
New Mexico Educational Retirement Board
New Mexico
$1.04M – – –
VPIM
260
Vanguard Personalized Indexing Management
California
$1.01M +$86.2K +2,352 +9%
MML Investors Services
261
MML Investors Services
Massachusetts
$1M -$271K -7,381 -21%
HCM
262
Huber Capital Management
California
$982K – – –
VI
263
Vestcor Inc
New Brunswick, Canada
$972K -$6.05K -165 -0.6%
Nordea Investment Management
264
Nordea Investment Management
Sweden
$954K – – –
GT
265
Glenview Trust
Kentucky
$948K +$87.3K +2,382 +10%
BTWM
266
Baker Tilly Wealth Management
Wisconsin
$947K +$76.9K +2,099 +9%
RPI
267
Railway Pension Investments
United Kingdom
$935K – – –
CFGS
268
Concourse Financial Group Securities
Alabama
$922K +$31.3K +855 +4%
Teacher Retirement System of Texas
269
Teacher Retirement System of Texas
Texas
$917K -$629K -17,148 -41%
CGH
270
Crossmark Global Holdings
Texas
$881K – – –
EP
271
Edgestream Partners
New Jersey
$869K -$646K -17,612 -43%
DI
272
DFPG Investments
Utah
$860K +$43.3K +1,147 +5%
Wealth Enhancement Advisory Services
273
Wealth Enhancement Advisory Services
Minnesota
$858K -$2.29M -62,472 -73%
SWP
274
Stratos Wealth Partners
Ohio
$834K +$73.9K +2,016 +10%
QCM
275
QRG Capital Management
Illinois
$818K -$194K -5,303 -19%
9 10
11
12 13