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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 %
LWCFA
501
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$70.8K – – –
FFA
502
Farther Finance Advisors
California
$69.2K +$28K +765 +68%
HPC
503
HM Payson & Co
Maine
$66K – – –
BWM
504
Baystate Wealth Management
Massachusetts
$63.5K -$587 -16 -0.9%
GWM
505
Geneos Wealth Management
Colorado
$61.6K -$27.9K -762 -31%
FFA
506
Frazier Financial Advisors
Ohio
$59.6K +$59.6K +1,625 New
AAG
507
Armstrong Advisory Group
Massachusetts
$59.1K -$2.79K -76 -5%
CFFP
508
Center for Financial Planning
Michigan
$57.2K – – –
CSB
509
City State Bank
Iowa
$57K – – –
CMBA
510
C.M. Bidwell & Associates
Hawaii
$56.3K – – –
FMTCOCP
511
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K -$6.06K -166 -10%
FUBT
512
First United Bank & Trust
Maryland
$54.2K +$54.2K +1,479 New
BMC
513
Bear Mountain Capital
Washington
$53K +$53K +1,400 New
SAM
514
Smartleaf Asset Management
Massachusetts
$51.9K +$51.9K +1,415 New
PFBT
515
Parkside Financial Bank & Trust
Missouri
$51.8K -$5.13K -140 -9%
PA
516
Parallel Advisors
California
$50.8K +$9.24K +252 +22%
GJIA
517
Glass Jacobson Investment Advisors
Maryland
$50.1K – – –
RIM
518
Rakuten Investment Management
Japan
$47.5K +$47.5K +1,298 New
SC
519
Stephens Consulting
Michigan
$45.7K – – –
BC
520
Bartlett & Co
Ohio
$45K – – –
BCWM
521
Bartlett & Co Wealth Management
Ohio
$44.7K – – –
UB
522
UMB Bank
Missouri
$43.9K – – –
CHC
523
City Holding Co
West Virginia
$43.8K – – –
PB
524
Pinnacle Bancorp
Nebraska
$43.3K – – –
WTG
525
West Tower Group
Virginia
$41.7K +$41.7K +1,138 New
19 20
21
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