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FirstEnergy
FE

Overview Fund Activity

713 hedge funds and large institutions have $19.7B invested in FirstEnergy in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 272 increasing their positions, 211 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+33
Holders Change %
+4.85%
% of All Funds
11.5%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
112
Increased
272
Reduced
211
Closed
65
Calls
$73.7M
Puts
$53.7M
Net Calls
+$20.1M
Net Calls Change
-$3.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$244M
2
Capital World Investors
Capital World Investors
California
+$204M
3
AWA
Arete Wealth Advisors
Illinois
+$139M
4
Boston Partners
Boston Partners
Massachusetts
+$118M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$92.3M

Top Sellers

1
Invesco
Invesco
Georgia
-$165M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$123M
3
Amundi
Amundi
France
-$117M
4
Citadel Advisors
Citadel Advisors
Florida
-$110M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$101M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
501
Montag & Associates
Georgia
$205K – – –
AWM
502
Accurate Wealth Management
Florida
$205K +$205K +4,802 New
RFN
503
RDA Financial Network
Iowa
$202K +$202K +4,822 New
JGUA
504
John G. Ullman & Associates
New York
$201K +$201K +4,800 New
RFC
505
Regions Financial Corp
Alabama
$201K +$201K +4,809 New
CAAS
506
Capital Asset Advisory Services
Michigan
$200K -$86.3K -1,939 -30%
CIP
507
Convergence Investment Partners
Florida
$200K +$200K +4,758 New
BAM
508
Belpointe Asset Management
Nevada
$196K +$28.2K +672 +17%
QCG
509
Quadrant Capital Group
Ohio
$191K +$96.2K +2,294 +101%
BBHC
510
Brown Brothers Harriman & Co
New York
$189K -$94.4K -2,251 -33%
TSWM
511
Tyler-Stone Wealth Management
Ohio
$186K – – –
TFP
512
Tilia Fiduciary Partners
North Carolina
$176K – – –
GRP
513
Global Retirement Partners
California
$172K +$6.42K +153 +4%
TF
514
Tompkins Financial
New York
$165K – – –
BEI
515
Benjamin Edwards Inc
Missouri
$165K +$12.8K +306 +8%
AF
516
Allworth Financial
California
$158K +$43.6K +1,040 +38%
CWC
517
Carolinas Wealth Consulting
North Carolina
$132K +$10.2K +243 +8%
CTC
518
Central Trust Company
Missouri
$132K +$755 +18 +0.6%
FWM
519
Focused Wealth Management
New York
$122K +$294 +7 +0.2%
S
520
SignatureFD
Georgia
$120K +$38.8K +926 +48%
ONST
521
Old North State Trust
North Carolina
$117K – – –
SOW
522
State of Wyoming
Wyoming
$111K +$111K +2,652 New
WTC
523
WhitTier Trust Company
Nevada
$111K -$7K -167 -6%
CA
524
CoreCap Advisors
Michigan
$109K +$109K +2,592 New
CBT
525
CoreFirst Bank & Trust
Kansas
$108K – – –
19 20
21
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