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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 %
NFSG
626
Newbridge Financial Services Group
Florida
$4.6K -$2.59K -71 -36%
PO
627
Private Ocean
California
$4.58K +$4.58K +125 New
BC
628
Barrett & Company
Rhode Island
$4.51K – – –
RCM
629
Raleigh Capital Management
North Carolina
$4.4K +$4.4K +120 New
TCWA
630
Turtle Creek Wealth Advisors
Texas
$4.18K +$4.18K +114 New
SSB
631
Sandy Spring Bank
Maryland
$4.11K – – –
TWM
632
Tradition Wealth Management
Minnesota
$4K -$105 -3 -3%
DAC
633
Dividend Assets Capital
South Carolina
$4K – – –
EC
634
EntryPoint Capital
New York
$3.96K +$3.96K +108 New
FFC
635
First Financial Corp
Indiana
$3.88K +$2.13K +58 +121%
Jones Financial Companies
636
Jones Financial Companies
Missouri
$3.85K – – –
MRCM
637
M&R Capital Management
New Jersey
$3.67K – – –
CHA
638
Carmichael Hill & Associates
Maryland
$3.67K +$3.67K +100 New
BHWM
639
Beaird Harris Wealth Management
Texas
$3.19K – – –
AGWCA
640
Annis Gardner Whiting Capital Advisors
Florida
$3.08K – – –
MLA
641
MB, Levis & Associates
Pennsylvania
$3.07K +$37 +1 +1%
FP
642
Financial Perspectives
Minnesota
$3.01K – – –
NRG
643
Nemes Rush Group
Michigan
$2.93K +$2.93K +80 New
AWM
644
Abound Wealth Management
Tennessee
$2.79K +$808 +22 +41%
RTL
645
Red Tortoise LLC
Georgia
$2.42K – – –
CTA
646
Colonial Trust Advisors
South Carolina
$2.2K -$293 -8 -12%
IFAM
647
Institutional & Family Asset Management
Colorado
$2.2K – – –
LF
648
Lee Financial
Texas
$2.13K +$2.13K +58 New
PPC
649
Park Place Capital
Alabama
$2.13K -$65K -1,772 -97%
ATC
650
Adirondack Trust Company
New York
$2.01K – – –
24 25
26
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