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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 %
CPA
651
Clear Point Advisors
New York
$2.01K +$2.01K +55 New
BFEC
652
Benjamin F. Edwards & Company
Missouri
$2K – – –
AW
653
Avion Wealth
Texas
$2K +$1.56K +49 +350%
BIA
654
Bell Investment Advisors
California
$1.98K +$513 +14 +35%
FCA
655
FinTrust Capital Advisors
South Carolina
$1.94K -$44K -1,200 -96%
IWP
656
IAG Wealth Partners
Wisconsin
$1.94K – – –
PMFA
657
Plante Moran Financial Advisors
Michigan
$1.91K – – –
TAM
658
Tucker Asset Management
Colorado
$1.91K – – –
TIM
659
Thompson Investment Management
Wisconsin
$1.83K – – –
EWM
660
Evermay Wealth Management
Virginia
$1.58K – – –
JGIA
661
Jackson Grant Investment Advisers
Connecticut
$1.5K – – –
SIC
662
Salem Investment Counselors
North Carolina
$1.36K – – –
CAS
663
Coppell Advisory Solutions
Texas
$1.36K -$68.5K -1,868 -98%
DF
664
Dunhill Financial
United Kingdom
$1.3K +$1.3K +35 New
QC
665
Quent Capital
New York
$1.22K +$1.22K +33 New
FFO
666
Fortitude Family Office
Arizona
$1.21K +$1.21K +33 New
CWC
667
Carolinas Wealth Consulting
North Carolina
$1.14K – – –
SFA
668
Semmax Financial Advisors
North Carolina
$1.09K – – –
LIWM
669
Long Island Wealth Management
New York
$1K +$1K +15 New
DPW
670
DiNuzzo Private Wealth
Pennsylvania
$734 +$734 +20 New
Kayne Anderson Rudnick Investment Management
671
Kayne Anderson Rudnick Investment Management
California
$733 +$257 +7 +54%
SWA
672
SOA Wealth Advisors
New York
$689 – – –
AP
673
Aspect Partners
Virginia
$587 +$587 +16 New
AWM
674
Avior Wealth Management
Nebraska
$513 -$21.2K -578 -98%
TCM
675
Tradewinds Capital Management
Washington
$440 +$440 +12 New
25 26
27
28 29