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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
1
Capital World Investors
California
$2.5B
2
Morgan Stanley
2
Morgan Stanley
New York
$560M
3
Neuberger Berman Group
3
Neuberger Berman Group
New York
$135M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$644M
5
ZP
5
Zimmer Partners
New York
$135M

Top Sellers

1
IC
1
Icahn Carl
Florida
$216M
2
Citadel Advisors
2
Citadel Advisors
Florida
$20.7M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$29.2M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$47.3M
5
Boston Partners
5
Boston Partners
Massachusetts
$341M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
476
SignatureFD
Georgia
$144K +$51.5K +1,406 +56%
GIS
477
Grayhawk Investment Strategies
Alberta, Canada
$143K +$143K +3,897 New
A
478
AJOVista
Massachusetts
$141K +$141K +3,846 New
AF
479
Allworth Financial
California
$137K +$11.7K +318 +9%
SAI
480
Systematic Alpha Investments
New Jersey
$128K – – –
AIM
481
Anchor Investment Management
South Carolina
$121K – – –
SWM
482
Spire Wealth Management
Virginia
$119K +$31.9K +861 +36%
GRP
483
Global Retirement Partners
California
$113K -$2.16K -57 -2%
CTC
484
Central Trust Company
Missouri
$113K – – –
OC
485
Oakworth Capital
Alabama
$111K +$110K +3,000 +11,111%
QCG
486
Quadrant Capital Group
Ohio
$109K +$46.6K +1,270 +75%
FWM
487
Focused Wealth Management
New York
$107K +$293 +8 +0.3%
PS
488
Principal Securities
Iowa
$101K +$101K +2,759 New
UFF
489
USA Financial Formulas
Michigan
$101K +$99.5K +2,713 +6,956%
SIM
490
Sentry Investment Management
Wisconsin
$98K -$10.5K -287 -10%
CG
491
Cutler Group
California
$93K +$93K +2,554 New
FPB
492
First PREMIER Bank
South Dakota
$92K – – –
CB
493
CNB Bank
Pennsylvania
$87.3K +$5.5K +150 +7%
PCM
494
Penserra Capital Management
California
$87K -$18.2K -500 -17%
JWA
495
JFS Wealth Advisors
Pennsylvania
$85.2K -$3.3K -90 -4%
DZ Bank
496
DZ Bank
Germany
$83.9K – – –
BWM
497
BKM Wealth Management
Wisconsin
$81.7K +$81.7K +2,228 New
IBOK
498
Independence Bank of Kentucky
Kentucky
$78.4K – – –
SHIM
499
Stone House Investment Management
Pennsylvania
$75.6K +$806 +22 +1%
CA
500
Clearstead Advisors
Ohio
$72.8K -$175K -4,773 -71%
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