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FirstEnergy
FE

Overview Fund Activity

608 hedge funds and large institutions have $13.3B invested in FirstEnergy in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 188 increasing their positions, 213 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
10.79%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.3%
New
115
Increased
188
Reduced
213
Closed
112
Calls
$222M
Puts
$242M
Net Calls
-$19.5M
Net Calls Change
-$23.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$241M
2
Invesco
Invesco
Georgia
$390M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$152M
4
FPA
First Pacific Advisors
California
$129M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$451M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$91.5M
3
ZP
Zimmer Partners
New York
$40.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$453M
5
Millennium Management
Millennium Management
New York
$7.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
451
Graves Light Lenhart Wealth
Virginia
$87K +$87K +2,841 New
ONST
452
Old North State Trust
North Carolina
$86K +$86K +2,794 New
PFO
453
Pathstone Family Office
New Jersey
$85K +$85K +2,771 New
Rockefeller Capital Management
454
Rockefeller Capital Management
New York
$79K -$92K -3,047 -54%
CWC
455
Carolinas Wealth Consulting
North Carolina
$72K +$71.7K +2,335 +25,944%
APA
456
American Portfolios Advisors
New York
$71.9K -$4.44K -145 -6%
VFA
457
Valeo Financial Advisors
Indiana
$70K -$4.62K -151 -6%
CG
458
Cutler Group
California
$67K -$297K -9,748 -82%
CWP
459
Concord Wealth Partners
Virginia
$64K +$64K +2,095 New
MAM
460
Meeder Asset Management
Ohio
$63K -$18.9K -615 -23%
MIFH
461
Migdal Insurance & Financial Holdings
Israel
$58K -$3.34K -110 -5%
PMFA
462
Plante Moran Financial Advisors
Michigan
$58K +$58K +1,900 New
CFFP
463
Center for Financial Planning
Michigan
$57K – – –
CAAS
464
Capital Asset Advisory Services
Michigan
$57K +$57K +1,874 New
FTDI
465
First Trust Direct Indexing
Massachusetts
$56K +$56K +1,831 New
HPC
466
HM Payson & Co
Maine
$55K – – –
PFGIA
467
Patriot Financial Group Insurance Agency
Massachusetts
$55K +$4.5K +147 +9%
Carson Wealth (CWM LLC)
468
Carson Wealth (CWM LLC)
Nebraska
$53K – – –
NSIM
469
North Star Investment Management
Illinois
$51K -$6.1K -200 -11%
JWA
470
JFS Wealth Advisors
Pennsylvania
$51K +$518 +17 +1%
AIM
471
Anchor Investment Management
South Carolina
$50.1K -$7.5K -245 -13%
CBT
472
CoreFirst Bank & Trust
Kansas
$50K +$50K +1,642 New
AWM
473
Accel Wealth Management
Iowa
$49K +$49K +1,593 New
ED
474
Exane Derivatives
France
$48.4K +$23.3K +760 +92%
HI
475
Hudock Inc
Pennsylvania
$39K +$478 +16 +1%
17 18
19
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