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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 %
FFA
576
Freedman Financial Associates
Massachusetts
$3K +$3K +100 New
ADIM
577
Alpha DNA Investment Management
Maryland
$3K +$3K +100 New
DAC
578
Dividend Assets Capital
South Carolina
$3K +$3K +100 New
TWM
579
Tradition Wealth Management
Minnesota
$3K +$3K +109 New
AssetMark Inc
580
AssetMark Inc
California
$3K +$3K +111 New
MPWT
581
MassMutual Private Wealth & Trust
Connecticut
$2K -$11.6K -417 -85%
CFD
582
Creative Financial Designs
Indiana
$2K – – –
MF
583
Manchester Financial
California
$2K – – –
ATC
584
Adirondack Trust Company
New York
$2K – – –
FMP
585
Financial Management Professionals
Texas
$2K – – –
CFN
586
Cordasco Financial Network
Florida
$2K – – –
GWS
587
Glassman Wealth Services
Virginia
$2K – – –
PK
588
Pflug Koory
Nebraska
$2K – – –
LC
589
Lindbrook Capital
California
$2K +$213 +8 +12%
IWP
590
IAG Wealth Partners
Wisconsin
$2K +$2K +53 New
BC
591
Bartlett & Co
Ohio
$2K +$2K +56 New
BWM
592
BerganKDV Wealth Management
Minnesota
$2K +$2K +73 New
BCWM
593
Bartlett & Co Wealth Management
Ohio
$1.71K +$1.71K +56 New
OSAM
594
O'Shaughnessy Asset Management
Connecticut
$1K -$15.5K -295 -94%
Bank Julius Baer & Co
595
Bank Julius Baer & Co
Switzerland
$1K -$212 -7 -18%
PGAM
596
Princeton Global Asset Management
New Jersey
$1K – – –
PP
597
Pacifica Partners
Canada
$1K – – –
BAM
598
Barrett Asset Management
New York
$1K – – –
M
599
MOTCO
Texas
$1K – – –
UFF
600
USA Financial Formulas
Michigan
$1K – – –
22 23
24
25 26