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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 %
WIA
526
Wetzel Investment Advisors
Indiana
$40K +$40K +1,080 New
CSS
527
Cubist Systematic Strategies
Connecticut
$39.7K +$39.7K +1,082 New
BFPW
528
BOK Financial Private Wealth
Colorado
$39.2K +$4.18K +114 +12%
BCMLT
529
Beacon Capital Management LLC (Tennessee)
Tennessee
$37.6K – – –
DMBA
530
Deseret Mutual Benefit Administrators
Utah
$37.4K -$9.86K -269 -21%
AA
531
Ancora Advisors
Ohio
$37.4K – – –
HSA
532
Hussman Strategic Advisors
Maryland
$36.7K – – –
NSIM
533
North Star Investment Management
Illinois
$36.7K – – –
ODG
534
O'Dell Group
Ohio
$36.7K +$36.7K +1,000 New
DAM
535
Delta Asset Management
Tennessee
$36.6K – – –
SIC
536
SJS Investment Consulting
Ohio
$36.6K – – –
RA
537
Rise Advisors
New York
$36.5K +$403 +11 +1%
CT
538
Colonial Trust
South Carolina
$35.3K -$4.03K -110 -10%
BTI
539
Blue Trust Inc
Georgia
$35K +$26.8K +792 +327%
MPWT
540
MassMutual Private Wealth & Trust
Connecticut
$33.5K -$3.92K -107 -10%
OLVIG
541
Oliver Lagore Vanvalin Investment Group
Michigan
$33.3K -$73.1K -1,993 -69%
WTC
542
WhitTier Trust Company
Nevada
$33.3K -$5.13K -140 -13%
TCOV
543
Trust Company of Vermont
Vermont
$31.2K – – –
NS
544
NBC Securities
Alabama
$31K -$16.7K -462 -35%
SA
545
Scarborough Advisors
Maryland
$30.8K +$30.8K +840 New
PTC
546
Private Trust Company
Ohio
$30.8K – – –
AF
547
Arrow Financial
New York
$29.4K – – –
SWM
548
Sugarloaf Wealth Management
Georgia
$28.8K +$28.8K +786 New
PCMC
549
Planning Capital Management Corporation
Pennsylvania
$27.2K +$27.2K +743 New
HGERS
550
Householder Group Estate & Retirement Specialist
Arizona
$27K – – –
20 21
22
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