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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 %
DJSG
601
D.J. St. Germain
Massachusetts
$9.46K -$367 -10 -4%
CAL
602
Capital Advisors Ltd
Ohio
$9K +$4.98K +134 +124%
GA
603
GoalVest Advisory
New York
$8.8K +$1.83K +50 +26%
TC
604
Trust Company
Kansas
$8.69K -$4.25K -116 -33%
NECFA
605
New England Capital Financial Advisors
Connecticut
$8.64K -$695 -19 -7%
BGAI
606
Bruce G. Allen Investments
Colorado
$8.47K +$8.47K +231 New
AFS
607
Annapolis Financial Services
Maryland
$8.32K – – –
WAS
608
Winch Advisory Services
Wisconsin
$8.04K +$73 +2 +0.9%
GKIM
609
GW&K Investment Management
Massachusetts
$8K -$195 -5 -2%
FMP
610
Financial Management Professionals
Texas
$8K +$4.1K +118 +105%
MHR
611
Matthew Hamilton Rosenberg
$7.85K +$7.85K +214 New
MSG
612
Main Street Group
Virginia
$7.63K +$7.63K +208 New
KFI
613
Key Financial Inc
Pennsylvania
$7.59K +$7.3K +199 +2,488%
EWA
614
EverSource Wealth Advisors
Alabama
$7.37K -$1.21K -33 -14%
OP
615
ORG Partners
Indiana
$7.33K – – –
WT
616
Washington Trust
Rhode Island
$7.33K – – –
PWMG
617
Private Wealth Management Group
New Jersey
$7.04K +$7.04K +192 New
VNA
618
Valley National Advisers
Pennsylvania
$7K +$341 +10 +5%
VCM
619
Versant Capital Management
Arizona
$6.01K -$806 -22 -12%
MCM
620
Manchester Capital Management
Vermont
$5.76K +$5.76K +157 New
CFD
621
Creative Financial Designs
Indiana
$5.6K +$73 +2 +1%
AF
622
Advisornet Financial
Minnesota
$5.54K +$4K +109 +260%
GPI
623
General Partner Inc
Pennsylvania
$5.5K – – –
AssetMark Inc
624
AssetMark Inc
California
$5.17K +$5.17K +141 New
RWM
625
Ruedi Wealth Management
Illinois
$4.88K – – –
23 24
25
26 27