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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 %
TWD
651
True Wealth Design
Ohio
$274 – – –
KFI
652
Key Financial Inc
Pennsylvania
$273 – – –
TWP
653
TFO Wealth Partners
Ohio
$194 +$155 +4 +400%
CT
654
Cambridge Trust
Massachusetts
$137 – – –
EBA
655
Eagle Bay Advisors
New York
$63 +$32 +1 +100%
M
656
MOTCO
Texas
$34 – – –
JAM
657
Jupiter Asset Management
United Kingdom
– -$36.6M -941,793 Closed
Balyasny Asset Management
658
Balyasny Asset Management
Illinois
– -$32.5M -836,460 Closed
Adage Capital Partners
659
Adage Capital Partners
Massachusetts
– -$21.1M -542,200 Closed
MAM
660
Martingale Asset Management
Massachusetts
– -$17.2M -443,305 Closed
LIP
661
Lighthouse Investment Partners
Florida
– -$15.4M -396,575 Closed
AAF
662
Andra AP-fonden
Sweden
– -$6.78M -174,500 Closed
Marshall Wace
663
Marshall Wace
United Kingdom
– -$6.62M -170,349 Closed
GIA
664
Gateway Investment Advisers
Ohio
– -$6.37M -163,961 Closed
Massachusetts Financial Services
665
Massachusetts Financial Services
Massachusetts
– -$6.21M -159,781 Closed
Robeco Institutional Asset Management
666
Robeco Institutional Asset Management
Netherlands
– -$3.09M -79,521 Closed
GQG Partners
667
GQG Partners
Florida
– -$3.08M -79,097 Closed
PI
668
Putnam Investments
Massachusetts
– -$3.04M -78,220 Closed
DRP
669
Decade Renewable Partners
Texas
– -$2.35M -60,500 Closed
OIM
670
Opus Investment Management
Massachusetts
– -$2.35M -60,400 Closed
PSC
671
Portman Square Capital
United Kingdom
– -$1.65M -42,462 Closed
VIA
672
Vident Investment Advisory
Georgia
– -$1.65M -42,422 Closed
OTPPB
673
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$1.55M -39,919 Closed
QT
674
Quantbot Technologies
New York
– -$973K -25,036 Closed
QI
675
Qtron Investments
Massachusetts
– -$756K -19,453 Closed
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