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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 %
PFA
551
Pathway Financial Advisers
Indiana
$27K +$73 +2 +0.3%
SL
552
Salomon & Ludwin
Virginia
$26.7K – – –
CPG
553
Cornerstone Planning Group
New Jersey
$26.3K – – –
S
554
Sachetta
Massachusetts
$25K +$25K +683 New
HBW
555
Hazlett, Burt & Watson
West Virginia
$25K – – –
RIL
556
Rothschild Investment LLC
Illinois
$23.8K +$23.8K +649 New
CFO
557
CVA Family Office
Colorado
$23.1K +$23.1K +630 New
LCM
558
Logan Capital Management
Pennsylvania
$21.6K -$6.97K -190 -24%
LFA
559
Livelsberger Financial Advisory
Ohio
$21.2K +$21.2K +577 New
CWP
560
Concord Wealth Partners
Virginia
$20.9K -$11.9K -325 -36%
CBT
561
CoreFirst Bank & Trust
Kansas
$20.2K -$16.5K -450 -45%
PWA
562
Provenance Wealth Advisors
Florida
$20.2K +$18.9K +515 +1,392%
SN
563
Sittner & Nelson
Oregon
$19.5K +$19.5K +532 New
GWSG
564
GPS Wealth Strategies Group
Colorado
$18.3K – – –
ADL
565
Asset Dedication LLC
California
$18K – – –
First Manhattan
566
First Manhattan
New York
$17.5K +$220 +6 +1%
SIS
567
Sound Income Strategies
Florida
$17.4K +$13.5K +367 +343%
AWM
568
Able Wealth Management
New Jersey
$17.2K +$17.2K +469 New
VWM
569
Venturi Wealth Management
Texas
$16.6K – – –
PA
570
PSI Advisors
Florida
$16.5K – – –
VF
571
VitalStone Financial
Texas
$16K – – –
TFGT
572
TS Financial Group (TSFG)
Illinois
$16K – – –
SIS
573
Strategic Investment Solutions
Illinois
$15.5K -$964K -26,288 -98%
AWM
574
Atticus Wealth Management
Florida
$14.8K – – –
IPW
575
Impact Partnership Wealth
Georgia
$14.7K – – –
21 22
23
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