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FirstEnergy
FE

Overview Fund Activity

686 hedge funds and large institutions have $18.7B invested in FirstEnergy in 2024 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 250 increasing their positions, 227 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
686
Holders Change
-1
Holders Change %
-0.15%
% of All Funds
9.94%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
79
Increased
250
Reduced
227
Closed
73
Calls
$62.5M
Puts
$56.8M
Net Calls
+$5.72M
Net Calls Change
+$31M

Top Buyers

1
Capital World Investors
Capital World Investors
California
$3.01B
2
Neuberger Berman Group
Neuberger Berman Group
New York
$329M
3
SCP
Soroban Capital Partners
New York
$131M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$745M
5
Millennium Management
Millennium Management
New York
$67.2M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$306M
2
IC
Icahn Carl
Florida
$0
3
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$16.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$579M
5
State Street
State Street
Massachusetts
$1.51B
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
651
Red Tortoise LLC
Georgia
$2.55K – – –
IFAM
652
Institutional & Family Asset Management
Colorado
$2.32K – – –
CPA
653
Clear Point Advisors
New York
$2.14K – – –
ATC
654
Adirondack Trust Company
New York
$2.12K – – –
BIA
655
Bell Investment Advisors
California
$2.09K – – –
DJSG
656
D.J. St. Germain
Massachusetts
$2.09K -$7.88K -204 -79%
IWP
657
IAG Wealth Partners
Wisconsin
$2.05K – – –
PMFA
658
Plante Moran Financial Advisors
Michigan
$2.01K – – –
BCMLT
659
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.93K -$40.6K -1,050 -95%
TIM
660
Thompson Investment Management
Wisconsin
$1.93K – – –
NFSG
661
Newbridge Financial Services Group
Florida
$1.67K -$3.22K -83 -66%
EWM
662
Evermay Wealth Management
Virginia
$1.66K – – –
DF
663
Dunhill Financial
United Kingdom
$1.64K +$273 +7 +20%
JGIA
664
Jackson Grant Investment Advisers
Connecticut
$1.58K – – –
CWC
665
Carolinas Wealth Consulting
North Carolina
$1.39K +$193 +5 +16%
PCM
666
Penserra Capital Management
California
$1K -$48.9K -2,348 -98%
DPW
667
DiNuzzo Private Wealth
Pennsylvania
$812 +$39 +1 +5%
CWP
668
Concord Wealth Partners
Virginia
$772 -$21.3K -551 -96%
Kayne Anderson Rudnick Investment Management
669
Kayne Anderson Rudnick Investment Management
California
$772 – – –
SWA
670
SOA Wealth Advisors
New York
$730 – – –
AP
671
Aspect Partners
Virginia
$618 – – –
TWD
672
True Wealth Design
Ohio
$541 +$232 +6 +75%
TCM
673
Tradewinds Capital Management
Washington
$464 – – –
MA
674
MCF Advisors
Kentucky
$464 +$464 +12 New
CAM
675
ClariVest Asset Management
California
$423 – – –
25 26
27
28 29