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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 %
CWM
576
Cranbrook Wealth Management
Michigan
$14.7K – – –
TFIPS
577
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.7K +$14.7K +400 New
HCM
578
Highlander Capital Management
New Jersey
$14.4K – – –
WPA
579
West Paces Advisors
Georgia
$14.2K +$403 +11 +3%
C
580
Covestor
United Kingdom
$14K +$151 +4 +1%
ME
581
McIlrath & Eck
Washington
$13.9K – – –
FMII
582
Farmers & Merchants Investments Inc
Nebraska
$13.5K -$293 -8 -2%
BWAM
583
Boyd Watterson Asset Management
Ohio
$13.1K – – –
AA
584
AlphaMark Advisors
Kentucky
$13K – – –
WAM
585
WFA Asset Management
Wisconsin
$12.6K +$147 +4 +1%
WT
586
Whittier Trust
California
$12.5K -$2.16K -59 -15%
OA
587
Operose Advisors
Wisconsin
$11.4K – – –
SA
588
SRH Advisors
Kansas
$11.3K – – –
GEA
589
Glen Eagle Advisors
New Jersey
$11.3K -$1.03K -28 -8%
Loomis, Sayles & Company
590
Loomis, Sayles & Company
Massachusetts
$11K +$11K +294 New
FPFS
591
First Personal Financial Services
North Carolina
$11K – – –
KFS
592
Kelly Financial Services
Massachusetts
$11K – – –
TIM
593
Tortoise Investment Management
New York
$11K -$916 -25 -8%
MCM
594
MV Capital Management
Maryland
$10.9K +$1.03K +28 +10%
PGAM
595
Princeton Global Asset Management
New Jersey
$10.5K – – –
LWA
596
Lowe Wealth Advisors
Maryland
$10.4K – – –
PMAM
597
Picton Mahoney Asset Management
Ontario, Canada
$10K +$10K +300 New
SS
598
Sunbelt Securities
Texas
$9.91K – – –
OPTFSNA
599
Old Point Trust & Financial Services N A
Virginia
$9.64K +$9.64K +263 New
GWS
600
Glassman Wealth Services
Virginia
$9.53K -$7.04K -192 -42%
22 23
24
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