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FirstEnergy
FE

Overview Fund Activity

608 hedge funds and large institutions have $13.3B invested in FirstEnergy in 2020 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 188 increasing their positions, 213 reducing their positions, and 112 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
608
Holders Change
-3
Holders Change %
-0.49%
% of All Funds
10.79%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.3%
New
115
Increased
188
Reduced
213
Closed
112
Calls
$222M
Puts
$242M
Net Calls
-$19.5M
Net Calls Change
-$23.7M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$241M
2
Invesco
Invesco
Georgia
$390M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
$152M
4
FPA
First Pacific Advisors
California
$129M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$451M

Top Sellers

1
Boston Partners
Boston Partners
Massachusetts
$0
2
PAMU
Pictet Asset Management (UK)
United Kingdom
$91.5M
3
ZP
Zimmer Partners
New York
$40.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$453M
5
Millennium Management
Millennium Management
New York
$7.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
551
Advisornet Financial
Minnesota
$6K +$4.47K +149 +292%
JPLA
552
Joseph P. Lucia & Associates
New York
$6K +$6K +200 New
ICP
553
Interchange Capital Partners
Pennsylvania
$6K +$6K +204 New
GEA
554
Glen Eagle Advisors
New Jersey
$5.2K – – –
TF
555
Tompkins Financial
New York
$5K -$5.3K -160 -51%
JCM
556
Jacobi Capital Management
Pennsylvania
$5K – – –
APWA
557
Atlas Private Wealth Advisors
New Jersey
$5K +$5K +155 New
AWM
558
Avior Wealth Management
Nebraska
$5K +$4.6K +162 +1,157%
AL
559
ADE LLC
Maryland
$5K +$5K +164 New
SWA
560
Sutton Wealth Advisors
Florida
$4.65K +$1.1K +36 +31%
WB
561
Webster Bank
Connecticut
$4K – – –
CTC
562
Central Trust Company
Missouri
$4K – – –
GAM
563
Gemmer Asset Management
California
$4K – – –
SIS
564
Sound Income Strategies
Florida
$4K – – –
WAS
565
Winch Advisory Services
Wisconsin
$4K +$62 +2 +2%
DOA
566
D'Orazio & Associates
Virginia
$4K +$57 +2 +1%
PWPS
567
Pinnacle Wealth Planning Services
Ohio
$4K +$4K +126 New
NFG
568
Next Financial Group
Texas
$3K -$17.7K -578 -86%
JFA
569
JNBA Financial Advisors
Minnesota
$3K – – –
OC
570
Oakworth Capital
Alabama
$3K – – –
SBL
571
Sargent Bickham Lagudis
Colorado
$3K – – –
SWM
572
Selective Wealth Management
Virginia
$3K – – –
CFO
573
CVA Family Office
Colorado
$3K – – –
BAMG
574
Brand Asset Management Group
Missouri
$3K – – –
AWG
575
Altus Wealth Group
Colorado
$3K +$3K +86 New
21 22
23
24 25