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FirstEnergy
FE

Overview Fund Activity

678 hedge funds and large institutions have $18.3B invested in FirstEnergy in 2023 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 238 increasing their positions, 246 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
678
Holders Change
-32
Holders Change %
-4.51%
% of All Funds
10.69%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
66
Increased
238
Reduced
246
Closed
93
Calls
$108M
Puts
$129M
Net Calls
-$20.9M
Net Calls Change
-$40.8M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$524M
2
Citadel Advisors
Citadel Advisors
Florida
+$123M
3
Invesco
Invesco
Georgia
+$117M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$106M
5
Jennison Associates
Jennison Associates
New York
+$49.6M

Top Sellers

1
IC
Icahn Carl
Florida
-$190M
2
BC
Brookfield Corp
Ontario, Canada
-$147M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$109M
4
ZP
Zimmer Partners
New York
-$68.3M
5
BlackRock
BlackRock
New York
-$44.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFSG
626
Newbridge Financial Services Group
Florida
$4.78K +$3.18K +82 +200%
AAP
627
Arax Advisory Partners
Colorado
$4.69K -$620 -16 -12%
FA
628
Fiduciary Alliance
South Carolina
$4.59K +$4.59K +118 New
LIA
629
Luken Investment Analytics
Tennessee
$4.47K +$4.47K +115 New
GBT
630
Grove Bank & Trust
Florida
$4.43K – – –
SSB
631
Sandy Spring Bank
Maryland
$4.36K – – –
CFO
632
CVA Family Office
Colorado
$4.28K +$389 +10 +10%
SIS
633
Sound Income Strategies
Florida
$4.17K – – –
DAC
634
Dividend Assets Capital
South Carolina
$4K – – –
FCB
635
First Command Bank
Texas
$3.97K +$3.97K +102 New
FCFS
636
First Command Financial Services
Texas
$3.97K +$3.97K +102 New
JFA
637
JNBA Financial Advisors
Minnesota
$3.89K – – –
BHWM
638
Beaird Harris Wealth Management
Texas
$3.38K – – –
FP
639
Financial Perspectives
Minnesota
$3.19K – – –
MLA
640
MB, Levis & Associates
Pennsylvania
$3.19K +$39 +1 +1%
BFEC
641
Benjamin F. Edwards & Company
Missouri
$3K -$5.14K -113 -63%
SIA
642
SkyView Investment Advisors
New Jersey
$3K +$1.5K +41 +100%
AWM
643
Abound Wealth Management
Tennessee
$2.96K +$858 +22 +41%
BAAM
644
Baker Avenue Asset Management
California
$2.92K +$972 +25 +50%
TWC
645
TD Waterhouse Canada
Ontario, Canada
$2.57K – – –
BIA
646
Bell Investment Advisors
California
$2.57K +$506 +13 +25%
RTL
647
Red Tortoise LLC
Georgia
$2.57K – – –
IFAM
648
Institutional & Family Asset Management
Colorado
$2.33K – – –
ATC
649
Adirondack Trust Company
New York
$2.17K – – –
IWP
650
IAG Wealth Partners
Wisconsin
$2.06K – – –
24 25
26
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