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FirstEnergy
FE

Overview Fund Activity

710 hedge funds and large institutions have $18.5B invested in FirstEnergy in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 259 increasing their positions, 215 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.36%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
91
Increased
259
Reduced
215
Closed
77
Calls
$66.3M
Puts
$46.5M
Net Calls
+$19.9M
Net Calls Change
-$218K

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.2B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$218M
3
ZP
Zimmer Partners
New York
$110M
4
Ameriprise
Ameriprise
Minnesota
$471M
5
Deutsche Bank
Deutsche Bank
Germany
$79.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$374M
2
Invesco
Invesco
Georgia
$407M
3
Citadel Advisors
Citadel Advisors
Florida
$1.57M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$322M
5
Cohen & Steers
Cohen & Steers
New York
$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
326
Moors & Cabot
Massachusetts
$726K -$302K -7,541 -29%
Capital Fund Management (CFM)
327
Capital Fund Management (CFM)
France
$721K +$721K +17,986 New
CPIA
328
Cornell Pochily Investment Advisors
New York
$701K -$8.41K -210 -1%
PMG
329
ProVise Management Group
Florida
$699K -$157K -3,931 -18%
NMIMC
330
Northwestern Mutual Investment Management Company
Wisconsin
$684K +$2K +50 +0.3%
SWP
331
Stratos Wealth Partners
Ohio
$683K -$27.4K -683 -4%
MGP
332
Metis Global Partners
California
$682K +$232K +5,788 +52%
SC
333
Scotia Capital
Ontario, Canada
$680K +$10.3K +257 +2%
LFA
334
Legacy Financial Advisors
Kentucky
$672K -$22.2K -553 -3%
BCM
335
Bayesian Capital Management
New York
$669K -$926K -23,127 -58%
NL
336
Navalign LLC
California
$658K -$3.65K -91 -0.6%
LWMM
337
Legacy Wealth Management (Mississippi)
Mississippi
$657K – – –
ETC
338
Exchange Traded Concepts
Oklahoma
$657K +$13.4K +335 +2%
IFU
339
iSAM Funds (UK)
United Kingdom
$653K +$653K +16,298 New
TPCW
340
TD Private Client Wealth
New York
$639K +$58.9K +1,470 +10%
EWA
341
EP Wealth Advisors
California
$633K -$1.74M -7,624 -73%
AWS
342
Atria Wealth Solutions
New York
$629K +$230K +5,733 +58%
HHAM
343
HITE Hedge Asset Management
Massachusetts
$628K -$22.9M -572,042 -97%
Rockefeller Capital Management
344
Rockefeller Capital Management
New York
$610K +$7.45K +186 +1%
ASN
345
Advisory Services Network
Georgia
$608K -$89.1K -2,224 -13%
TAM
346
Titleist Asset Management
Texas
$607K +$607K +15,161 New
PFA
347
Pure Financial Advisors
California
$604K – – –
SCM
348
Spreng Capital Management
Ohio
$601K -$148K -3,700 -20%
EF
349
Empirical Finance
Pennsylvania
$600K +$29.8K +745 +5%
BBVA
350
Banco Bilbao Vizcaya Argentaria
Spain
$598K +$121K +3,009 +25%
12 13
14
15 16