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FirstEnergy
FE

Overview Fund Activity

637 hedge funds and large institutions have $15.7B invested in FirstEnergy in 2021 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 264 increasing their positions, 165 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
637
Holders Change
+18
Holders Change %
+2.91%
% of All Funds
11.19%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.21%
New
78
Increased
264
Reduced
165
Closed
49
Calls
$259M
Puts
$78.4M
Net Calls
+$181M
Net Calls Change
+$25.9M

Top Buyers

1
Canada Pension Plan Investment Board
1
Canada Pension Plan Investment Board
Ontario, Canada
$58.8M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$48.5M
3
Macquarie Group
3
Macquarie Group
Australia
$47M
4
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$216M
5
Bank of Nova Scotia
5
Bank of Nova Scotia
Ontario, Canada
$69.9M

Top Sellers

1
Invesco
1
Invesco
Georgia
$556M
2
Franklin Resources
2
Franklin Resources
California
$92.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$41.6M
4
Millennium Management
4
Millennium Management
New York
$1.95M
5
Bank of America
5
Bank of America
North Carolina
$443M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
601
Sandy Spring Bank
Maryland
$4K – – –
JFA
602
JNBA Financial Advisors
Minnesota
$4K – – –
LPWM
603
Lake Point Wealth Management
Texas
$4K – – –
MAM
604
McCarthy Asset Management
California
$4K – – –
TWM
605
Tradition Wealth Management
Minnesota
$4K – – –
NFSG
606
Newbridge Financial Services Group
Florida
$4K +$4K +100 New
DFCM
607
Dark Forest Capital Management
Puerto Rico
$4K +$4K +106 New
SBL
608
Sargent Bickham Lagudis
Colorado
$3K – – –
BWM
609
BerganKDV Wealth Management
Minnesota
$3K – – –
LC
610
Lindbrook Capital
California
$3K – – –
CFO
611
CVA Family Office
Colorado
$3K – – –
FMP
612
Financial Management Professionals
Texas
$3K – – –
CPC
613
Consolidated Planning Corp
Georgia
$3K +$3K +96 New
CFD
614
Creative Financial Designs
Indiana
$2K – – –
OC
615
Oakworth Capital
Alabama
$2K – – –
IFAM
616
Institutional & Family Asset Management
Colorado
$2K – – –
PP
617
Pacifica Partners
Canada
$2K – – –
IWP
618
IAG Wealth Partners
Wisconsin
$2K – – –
CFN
619
Cordasco Financial Network
Florida
$2K – – –
ATC
620
Adirondack Trust Company
New York
$2K – – –
TFO
621
Tarbox Family Office
California
$2K +$1.88K +48 +1,600%
RTL
622
Red Tortoise LLC
Georgia
$2K +$2K +66 New
CI Investments Inc
623
CI Investments Inc
Ontario, Canada
$2K +$2K +67 New
CPFP
624
Clear Perspectives Financial Planning
Ohio
$2K +$2K +70 New
Nisa Investment Advisors
625
Nisa Investment Advisors
Missouri
$1.45K +$249 +7,000 +21%
23 24
25
26 27