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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 %
AF
526
Advisornet Financial
Minnesota
$105K +$11.2K +268 +12%
FPB
527
First PREMIER Bank
South Dakota
$105K – – –
LWCFA
528
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$94.9K – – –
JWA
529
JFS Wealth Advisors
Pennsylvania
$94.1K -$503 -12 -0.5%
CS
530
Comerica Securities
Michigan
$87.5K +$87.5K +2,086 New
Capstone Investment Advisors
531
Capstone Investment Advisors
New York
$86.9K -$591K -14,089 -87%
UB
532
UMB Bank
Missouri
$86K +$8.41K +200 +11%
FCA
533
FinTrust Capital Advisors
South Carolina
$85.5K – – –
VIA
534
Virtus Investment Advisers
Connecticut
$83.9K – – –
CA
535
Clearstead Advisors
Ohio
$82.3K -$3.78K -90 -4%
OWA
536
One Wealth Advisors
California
$80.1K +$80.1K +1,911 New
CAS
537
Coppell Advisory Solutions
Texas
$79.9K +$79.9K +1,905 New
CASC
538
Coppell Advisory Solutions Corp
Texas
$79.9K +$79.9K +1,905 New
Dimensional Fund Advisors
539
Dimensional Fund Advisors
Texas
$76.3K +$2.94K +70,171 +4%
HPC
540
HM Payson & Co
Maine
$75.5K – – –
AWM
541
Accel Wealth Management
Iowa
$70.9K +$294 +7 +0.4%
CMBA
542
C.M. Bidwell & Associates
Hawaii
$70.5K +$70.5K +1,680 New
KC
543
Kepos Capital
New York
$70K -$14K -335 -17%
FMTCOCP
544
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$70K +$5.82K +139 +9%
PPC
545
Park Place Capital
Alabama
$67K +$67K +1,600 New
CB
546
CNB Bank
Pennsylvania
$67K -$31.6K -753 -32%
CFFP
547
Center for Financial Planning
Michigan
$65.4K -$12.6K -300 -16%
CSB
548
City State Bank
Iowa
$65K – – –
CI Investments Inc
549
CI Investments Inc
Ontario, Canada
$64K +$33.5K +799 +110%
MS
550
Madden Securities
Texas
$61.9K -$180K -4,289 -74%
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