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FirstEnergy
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Overview Fund Activity

713 hedge funds and large institutions have $19.7B invested in FirstEnergy in 2022 Q4 according to their latest regulatory filings, with 112 funds opening new positions, 272 increasing their positions, 211 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
713
Holders Change
+33
Holders Change %
+4.85%
% of All Funds
11.5%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
112
Increased
272
Reduced
211
Closed
65
Calls
$73.7M
Puts
$53.7M
Net Calls
+$20.1M
Net Calls Change
-$3.3M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$826M
2
Capital World Investors
Capital World Investors
California
$204M
3
AWA
Arete Wealth Advisors
Illinois
$487M
4
Boston Partners
Boston Partners
Massachusetts
$487M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$713M

Top Sellers

1
Invesco
Invesco
Georgia
$542M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
$4.51M
3
Amundi
Amundi
France
$19.5M
4
Citadel Advisors
Citadel Advisors
Florida
$110M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTA
651
Colonial Trust Advisors
South Carolina
$7.05K +$7.05K +168 New
ADL
652
Asset Dedication LLC
California
$7K +$299 +7 +4%
GTAM
653
Global Trust Asset Management
Florida
$6.96K -$6.92K -165 -50%
FFA
654
Farther Finance Advisors
California
$6.54K +$6.54K +156 New
APP
655
Alpha Paradigm Partners
Illinois
$6K -$86.2K -2,140 -93%
CA
656
Centerpoint Advisors
Massachusetts
$6K – – –
AAP
657
Arax Advisory Partners
Colorado
$5.73K +$4.02K +96 +234%
RWM
658
Ruedi Wealth Management
Illinois
$5.58K +$5.58K +133 New
SWA
659
Sutton Wealth Advisors
Florida
$5.54K – – –
BC
660
Barrett & Company
Rhode Island
$5.16K – – –
SFA
661
Semmax Financial Advisors
North Carolina
$5K -$570 -13 -10%
TWM
662
Tradition Wealth Management
Minnesota
$5K – – –
FA
663
Fiduciary Alliance
South Carolina
$4.95K +$4.95K +118 New
SSB
664
Sandy Spring Bank
Maryland
$4.7K -$1.43K -34 -23%
BHWM
665
Beaird Harris Wealth Management
Texas
$4.28K +$629 +15 +17%
JFA
666
JNBA Financial Advisors
Minnesota
$4.19K – – –
CFO
667
CVA Family Office
Colorado
$4.19K – – –
VCM
668
Versant Capital Management
Arizona
$4.07K +$1.68K +40 +70%
FFC
669
First Financial Corp
Indiana
$4.07K – – –
DAC
670
Dividend Assets Capital
South Carolina
$4K – – –
AAMA
671
Advanced Asset Management Advisors
Ohio
$3.86K +$3.86K +92 New
CA
672
Crewe Advisors
Utah
$3.82K -$28.9K -689 -88%
HWMA
673
Heritage Wealth Management (Arizona)
Arizona
$3.52K +$1.76K +42 +100%
FP
674
Financial Perspectives
Minnesota
$3.44K – – –
MLA
675
MB, Levis & Associates
Pennsylvania
$3.37K +$3.37K +80 New
25 26
27
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