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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
$1.69B
2
Citadel Advisors
Citadel Advisors
Florida
$124M
3
Invesco
Invesco
Georgia
$512M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$469M
5
Jennison Associates
Jennison Associates
New York
$81.5M

Top Sellers

1
IC
Icahn Carl
Florida
$548M
2
BC
Brookfield Corp
Ontario, Canada
$238K
3
Wellington Management Group
Wellington Management Group
Massachusetts
$204M
4
ZP
Zimmer Partners
New York
$38M
5
BlackRock
BlackRock
New York
$1.62B
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
651
Plante Moran Financial Advisors
Michigan
$2.02K – – –
TAM
652
Tucker Asset Management
Colorado
$2.02K – – –
RFG
653
RFP Financial Group
Georgia
$1.94K – – –
FFC
654
First Financial Corp
Indiana
$1.87K -$1.91K -49 -51%
UFF
655
USA Financial Formulas
Michigan
$1.87K – – –
EWM
656
Evermay Wealth Management
Virginia
$1.67K +$1.67K +43 New
JGIA
657
Jackson Grant Investment Advisers
Connecticut
$1.59K – – –
DI
658
Disciplined Investments
Oklahoma
$1.52K -$117 -3 -7%
SIC
659
Salem Investment Counselors
North Carolina
$1.44K – – –
OC
660
Oakworth Capital
Alabama
$1.05K -$739 -19 -41%
CAL
661
Capital Advisors Ltd
Ohio
$1K -$2.83K -68 -74%
TFA
662
Transamerica Financial Advisors
Florida
$1K – – –
VNA
663
Valley National Advisers
Pennsylvania
$1K +$1K +20 New
TAIM
664
TD Ameritrade Investment Management
Nebraska
$1K +$1K +26 New
AW
665
Avion Wealth
Texas
$1K +$774 +41 +342%
SWA
666
SOA Wealth Advisors
New York
$722 +$38 +1 +6%
Kayne Anderson Rudnick Investment Management
667
Kayne Anderson Rudnick Investment Management
California
$505 +$505 +13 New
TWD
668
True Wealth Design
Ohio
$312 – – –
KFI
669
Key Financial Inc
Pennsylvania
$311 – – –
WWM
670
Wolff Wiese Magana
California
$195 +$195 +5 New
CT
671
Cambridge Trust
Massachusetts
$156 – – –
CA
672
Crewe Advisors
Utah
$156 +$156 +4 New
TWP
673
TFO Wealth Partners
Ohio
$39 – – –
M
674
MOTCO
Texas
$39 +$39 +1 New
EBA
675
Eagle Bay Advisors
New York
$35 – – –
25 26
27
28 29