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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 %
CA
426
Continuum Advisory
Idaho
$242K -$40.6K -1,107 -14%
SWP
427
Strategic Wealth Partners
Ohio
$241K -$1.34M -36,463 -85%
SP
428
Symmetry Partners
Connecticut
$238K -$61.9K -1,689 -21%
BCG
429
Breakwater Capital Group
New Jersey
$237K -$58.9K -1,604 -20%
WG
430
Welch Group
Alabama
$235K +$235K +6,406 New
FDCDDQ
431
Federation des caisses Desjardins du Quebec
Quebec, Canada
$233K -$149K -4,059 -39%
FTDI
432
First Trust Direct Indexing
Massachusetts
$232K +$232K +6,318 New
VCG
433
Vantage Consulting Group
Virginia
$232K -$22K -599 -9%
MYAM
434
Meiji Yasuda Asset Management
Japan
$230K +$9.53K +260 +4%
BFA
435
Beacon Financial Advisory
Ohio
$229K -$843 -23 -0.4%
NRD
436
Nebula Research & Development
New York
$224K +$224K +6,106 New
TC
437
Trilogy Capital
California
$223K -$45.8K -1,250 -17%
KI
438
Kapitalo Investimentos
Brazil
$221K +$221K +6,038 New
CSIC
439
Clifford Swan Investment Counsel
California
$221K +$221K +6,037 New
IIM
440
INTECH Investment Management
Florida
$220K -$628K -17,126 -74%
IWC
441
Integrated Wealth Concepts
Massachusetts
$219K +$2.57K +70 +1%
AIP
442
Ameritas Investment Partners
Nebraska
$218K – – –
FFA
443
First Foundation Advisors
California
$217K -$246K -6,723 -53%
CWM
444
Cedar Wealth Management
California
$216K – – –
SFI
445
Siemens Fonds Invest
Germany
$216K +$216K +5,887 New
DWT
446
Dorsey & Whitney Trust
South Dakota
$215K -$216K -5,881 -50%
Allianz Asset Management
447
Allianz Asset Management
Germany
$213K -$86.9K -2,370 -29%
IAIM
448
International Assets Investment Management
Florida
$213K -$73.2K -1,996 -26%
EF
449
Empowered Funds
Pennsylvania
$211K +$211K +5,762 New
PMAM
450
Penn Mutual Asset Management
Pennsylvania
$211K +$211K +5,760 New
16 17
18
19 20