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FirstEnergy
FE

Overview Fund Activity

678 hedge funds and large institutions have $18.3B invested in FirstEnergy in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 238 increasing their positions, 246 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
-32
Holders Change %
-4.51%
% of All Funds
10.69%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
66
Increased
238
Reduced
246
Closed
93
Calls
$108M
Puts
$129M
Net Calls
-$20.9M
Net Calls Change
-$40.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$524M
2
Citadel Advisors
Citadel Advisors
Florida
+$123M
3
Invesco
Invesco
Georgia
+$117M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$106M
5
Jennison Associates
Jennison Associates
New York
+$49.6M

Top Sellers

1
IC
Icahn Carl
Florida
-$190M
2
BC
Brookfield Corp
Ontario, Canada
-$147M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$109M
4
ZP
Zimmer Partners
New York
-$68.3M
5
BlackRock
BlackRock
New York
-$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
426
Horizon Investments
North Carolina
$284K +$23.1K +600 +9%
BCM
427
Brookstone Capital Management
Illinois
$283K +$28.8K +744 +11%
BEAM
428
Baker Ellis Asset Management
Washington
$280K – – –
FMAEN1
429
Fund Management at Engine No 1
California
$276K +$19.2K +495 +8%
CA
430
Continuum Advisory
Idaho
$274K +$74.1K +1,907 +37%
RCAG
431
Rehmann Capital Advisory Group
Michigan
$274K -$176K -4,523 -39%
HSA
432
HBK Sorce Advisory
Pennsylvania
$272K -$37.4K -961 -12%
BSW
433
Buckingham Strategic Wealth
Missouri
$269K +$70.3K +1,807 +35%
MCM
434
MAI Capital Management
Ohio
$267K +$2.61K +67 +1%
FTDI
435
First Trust Direct Indexing
Massachusetts
$263K +$66.3K +1,706 +34%
CGL
436
Clarius Group LLC
Washington
$262K +$24.2K +623 +10%
AIP
437
Ameritas Investment Partners
Nebraska
$260K – – –
NPF
438
Norris Perne & French
Michigan
$259K – – –
CI
439
Cigna Investments
Connecticut
$255K – – –
PA
440
Prossimo Advisors
California
$255K +$255K +6,570 New
SW
441
SVB Wealth
Massachusetts
$250K -$17.6K -452 -7%
VCG
442
Vantage Consulting Group
Virginia
$246K -$13.7K -352 -5%
SA
443
Syntax Advisors
New York
$246K -$13.7K -352 -5%
MAM
444
Mystic Asset Management
Rhode Island
$246K -$38.9K -1,000 -14%
SEC
445
Seven Eight Capital
New York
$244K +$244K +6,272 New
BFA
446
Beacon Financial Advisory
Ohio
$243K +$3.07K +79 +1%
AI
447
Atom Investors
Texas
$242K -$71.9K -1,849 -23%
MOS
448
MGO One Seven
Ohio
$239K -$2.29K -59 -1%
CIBC Private Wealth Group
449
CIBC Private Wealth Group
Georgia
$238K +$39 +1 +0%
BC
450
Brookfield Corp
Ontario, Canada
$238K -$147M -3,784,304 -100%
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