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

Top Sellers

1
IC
Icahn Carl
Florida
$216M
2
Citadel Advisors
Citadel Advisors
Florida
$20.7M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$29.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$47.3M
5
Boston Partners
Boston Partners
Massachusetts
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
326
Steward Partners Investment Advisory
New York
$527K -$68.9K -1,878 -12%
ZIM
327
Zacks Investment Management
Illinois
$522K -$84.5K -2,305 -14%
CAG
328
Csenge Advisory Group
Florida
$506K +$91.2K +2,487 +22%
DPAM
329
Degroof Petercam Asset Management
Belgium
$495K +$495K +13,500 New
SIA
330
Schechter Investment Advisors
Michigan
$480K +$29K +791 +6%
OSAM
331
O'Shaughnessy Asset Management
Connecticut
$478K +$240K +6,555 +101%
Capstone Investment Advisors
332
Capstone Investment Advisors
New York
$475K -$290K -7,909 -38%
WAG
333
Wallace Advisory Group
California
$472K -$43K -1,259 -8%
BMSSC
334
B. Metzler seel. Sohn & Co
Germany
$470K – – –
IMCOOI
335
Investment Management Corp of Ontario (IMCO)
Canada
$467K +$467K +12,747 New
USAA
336
United Services Automobile Association
Texas
$467K – – –
OIA
337
OneDigital Investment Advisors
Kansas
$457K +$457K +12,467 New
Cetera Investment Advisers
338
Cetera Investment Advisers
Illinois
$456K +$16.1K +438 +4%
SCA
339
Snowden Capital Advisors
New York
$452K -$16.5K -450 -4%
SOAMC
340
Spirit of America Management Corp
New York
$451K – – –
TMAM
341
Tokio Marine Asset Management
Japan
$448K – – –
BAMF
342
BI Asset Management Fondsmaeglerselskab
Denmark
$448K +$90.1K +2,458 +25%
MCM
343
MAI Capital Management
Ohio
$443K +$178K +4,854 +67%
TI
344
Tidal Investments
Wisconsin
$442K +$23.6K +643 +6%
HNB
345
Huntington National Bank
Ohio
$442K -$1.25M -33,972 -74%
N
346
Natixis
France
$430K -$402K -10,968 -48%
WI
347
Wintrust Investments
Illinois
$430K -$7.05K -192 -2%
HAG
348
HighPoint Advisor Group
Illinois
$428K +$428K +11,156 New
KeyBank National Association
349
KeyBank National Association
Ohio
$427K +$39.9K +1,088 +10%
EH
350
Equitable Holdings
New York
$426K +$12.3K +335 +3%
12 13
14
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