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FirstEnergy
FE

Overview Fund Activity

680 hedge funds and large institutions have $17.2B invested in FirstEnergy in 2022 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 240 increasing their positions, 216 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
–
Holders Change %
0%
% of All Funds
11.76%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
96
Increased
240
Reduced
216
Closed
88
Calls
$56.6M
Puts
$33.3M
Net Calls
+$23.4M
Net Calls Change
-$5.44M

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$326M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$513M
3
Amundi
Amundi
France
$120M
4
ZP
Zimmer Partners
New York
$132M
5
Cohen & Steers
Cohen & Steers
New York
$141M

Top Sellers

1
GQG Partners
GQG Partners
Florida
$2.62M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$548M
3
BlackRock
BlackRock
New York
$1.57B
4
PAMS
Pictet Asset Management (Switzerland)
Switzerland
$53.9M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
651
Abound Wealth Management
Tennessee
$2K +$2K +54 New
TSW
652
Thompson Siegel & Walmsley
Virginia
$2K -$3.25K -78 -62%
VCM
653
Versant Capital Management
Arizona
$2K -$35 -1 -2%
IWP
654
IAG Wealth Partners
Wisconsin
$2K – – –
OC
655
Oakworth Capital
Alabama
$2K – – –
CCM
656
Covington Capital Management
California
$2K – – –
PMFA
657
Plante Moran Financial Advisors
Michigan
$2K – – –
LF
658
Lee Financial
Texas
$2K – – –
SC
659
Sierra Capital
Florida
$2K – – –
IFAM
660
Institutional & Family Asset Management
Colorado
$2K – – –
ATC
661
Adirondack Trust Company
New York
$2K – – –
AAP
662
Arax Advisory Partners
Colorado
$2K +$537 +11 +37%
DI
663
Disciplined Investments
Oklahoma
$2K +$533 +12 +36%
UFF
664
USA Financial Formulas
Michigan
$2K +$1.64K +41 +456%
HWMA
665
Heritage Wealth Management (Arizona)
Arizona
$2K +$2K +42 New
HR
666
Howe & Rusling
New York
$2K +$2K +55 New
TAM
667
Tucker Asset Management
Colorado
$1.96K – – –
SIC
668
Salem Investment Counselors
North Carolina
$1K -$3.35K -124 -77%
Lazard Asset Management
669
Lazard Asset Management
New York
$1K – – –
S
670
Surevest
California
$1K – – –
AWMS
671
Advocacy Wealth Management Services
Georgia
$1K – – –
TFA
672
Transamerica Financial Advisors
Florida
$1K – – –
PSAMP
673
P. Schoenfeld Asset Management (PSAM)
New York
– -$38.4M -1,000,282 Closed
Marshall Wace
674
Marshall Wace
United Kingdom
– -$14.6M -380,756 Closed
ADEF
675
Adams Diversified Equity Fund
Maryland
– -$12.4M -323,900 Closed
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