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FirstEnergy
FE

Overview Fund Activity

660 hedge funds and large institutions have $16.1B invested in FirstEnergy in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 190 increasing their positions, 271 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-18
Holders Change %
-2.65%
% of All Funds
10.52%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
76
Increased
190
Reduced
271
Closed
88
Calls
$57.6M
Puts
$79.2M
Net Calls
-$21.6M
Net Calls Change
-$700K

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.69B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$541M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$289M
4
MIM
Merewether Investment Management
Texas
$46.9M
5
ZP
Zimmer Partners
New York
$69.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$92.5M
2
State Street
State Street
Massachusetts
$1.39B
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.23B
4
Ameriprise
Ameriprise
Minnesota
$360M
5
BlackRock
BlackRock
New York
$1.38B
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
626
JNBA Financial Advisors
Minnesota
$1.71K -$1.71K -50 -50%
RFG
627
RFP Financial Group
Georgia
$1.71K – – –
TIM
628
Thompson Investment Management
Wisconsin
$1.71K +$1.71K +50 New
FFC
629
First Financial Corp
Indiana
$1.64K – – –
JWM
630
Janiczek Wealth Management
Colorado
$1.5K +$1.5K +44 New
AAP
631
Arax Advisory Partners
Colorado
$1.49K -$2.61K -77 -64%
EWM
632
Evermay Wealth Management
Virginia
$1.47K – – –
AF
633
Advisornet Financial
Minnesota
$1.44K -$3.86K -113 -73%
JGIA
634
Jackson Grant Investment Advisers
Connecticut
$1.4K – – –
BIA
635
Bell Investment Advisors
California
$1.37K -$889 -26 -39%
UFF
636
USA Financial Formulas
Michigan
$1.33K -$308 -9 -19%
SIC
637
Salem Investment Counselors
North Carolina
$1.27K – – –
PWA
638
Provenance Wealth Advisors
Florida
$1.27K +$1.27K +37 New
CWC
639
Carolinas Wealth Consulting
North Carolina
$1.1K -$104K -2,930 -99%
SFA
640
Semmax Financial Advisors
North Carolina
$1.03K +$1.03K +29 New
TFA
641
Transamerica Financial Advisors
Florida
$1K – – –
BAAM
642
Baker Avenue Asset Management
California
$923 -$1.64K -48 -64%
OC
643
Oakworth Capital
Alabama
$923 – – –
Federated Hermes
644
Federated Hermes
Pennsylvania
$786 -$636K -18,606 -100%
LFA
645
LGT Financial Advisors
Texas
$718 +$718 +21 New
PCTC
646
Perkins Coie Trust Company
Washington
$717 +$717 +21 New
TFM
647
TFC Financial Management
Massachusetts
$650 +$650 +19 New
SWA
648
SOA Wealth Advisors
New York
$638 – – –
WA
649
WestEnd Advisors
North Carolina
$479 +$479 +14 New
Kayne Anderson Rudnick Investment Management
650
Kayne Anderson Rudnick Investment Management
California
$444 – – –
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