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FirstEnergy
FE

Overview Fund Activity

632 hedge funds and large institutions have $21.8B invested in FirstEnergy in 2019 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 269 increasing their positions, 204 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
-19
Holders Change %
-2.92%
% of All Funds
13.75%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.35%
New
57
Increased
269
Reduced
204
Closed
68
Calls
$67.1M
Puts
$80.8M
Net Calls
-$13.7M
Net Calls Change
-$871K

Top Buyers

1
Nuveen Asset Management
Nuveen Asset Management
Illinois
$628M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.2B
3
Barclays
Barclays
United Kingdom
$301M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$578M
5
MAM
Magellan Asset Management
Australia
$177M

Top Sellers

1
ZP
Zimmer Partners
New York
$1.11B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$377M
3
Millennium Management
Millennium Management
New York
$27M
4
LSV Asset Management
LSV Asset Management
Illinois
$344M
5
Renaissance Technologies
Renaissance Technologies
New York
$367M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCG
601
Private Capital Group
Connecticut
$4K -$58K -1,435 -94%
SBL
602
Sargent Bickham Lagudis
Colorado
$4K – – –
JFA
603
JNBA Financial Advisors
Minnesota
$4K – – –
FGAM
604
Financial Gravity Asset Management
Texas
$4K +$1.28K +29 +47%
EWA
605
Evolution Wealth Advisors
Florida
$4K +$4K +84 New
LWANC
606
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K +$4K +100 New
PWP
607
Personal Wealth Partners
Minnesota
$4K +$4K +104 New
M
608
MOTCO
Texas
$4K +$4K +105 New
BWL
609
Bogart Wealth LLC
Virginia
$3K – – –
CTC
610
Central Trust Company
Missouri
$3K – – –
OC
611
Oakworth Capital
Alabama
$3K – – –
GWS
612
Glassman Wealth Services
Virginia
$3K +$810 +17 +37%
CFN
613
Cordasco Financial Network
Florida
$2K -$20.5K -534 -91%
SFSIG
614
San Francisco Sentry Investment Group
California
$2K -$650 -13 -25%
MWC
615
MBM Wealth Consultants
Missouri
$2K – – –
RBC
616
Roble Belko & Company
Pennsylvania
$2K – – –
Fidelity International
617
Fidelity International
Bermuda
$2K +$178 +4 +10%
TFO
618
Tarbox Family Office
California
$2K +$1K +24 +100%
FBT
619
First Bank & Trust
South Dakota
$2K +$2K +41 New
PMFA
620
Plante Moran Financial Advisors
Michigan
$2K +$2K +45 New
BAM
621
Barrett Asset Management
New York
$2K +$2K +47 New
OSNBOA
622
Old Second National Bank of Aurora
Illinois
$2K +$2K +55 New
FPFS
623
First Personal Financial Services
North Carolina
$1K -$2.33K -63 -70%
AC
624
Avestar Capital
New York
$1K – – –
PCMK
625
Paragon Capital Management (Kansas)
Kansas
$1K – – –
23 24
25
26 27