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FirstEnergy
FE

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 %
SC
676
Schubert & Co
Texas
$2.85K -$755 -18 -21%
RTL
677
Red Tortoise LLC
Georgia
$2.77K +$2.77K +66 New
IFAM
678
Institutional & Family Asset Management
Colorado
$2.52K – – –
SWM
679
Sugarloaf Wealth Management
Georgia
$2.52K +$2.52K +60 New
ATC
680
Adirondack Trust Company
New York
$2.31K – – –
AWM
681
Abound Wealth Management
Tennessee
$2.27K – – –
TC
682
Truvestments Capital
Florida
$2.27K +$2.27K +54 New
IWP
683
IAG Wealth Partners
Wisconsin
$2.22K – – –
TAM
684
Tucker Asset Management
Colorado
$2.2K – – –
BIA
685
Bell Investment Advisors
California
$2.18K -$1.64K -39 -43%
PMFA
686
Plante Moran Financial Advisors
Michigan
$2.18K – – –
BAAM
687
Baker Avenue Asset Management
California
$2.1K +$2.1K +50 New
RFG
688
RFP Financial Group
Georgia
$2.1K +$2.1K +50 New
TSW
689
Thompson Siegel & Walmsley
Virginia
$2K – – –
SC
690
Sierra Capital
Florida
$2K – – –
ST
691
Sageworth Trust
Pennsylvania
$2K +$2K +56 New
OC
692
Oakworth Capital
Alabama
$1.93K – – –
NFSG
693
Newbridge Financial Services Group
Florida
$1.72K +$1.72K +41 New
SIC
694
Salem Investment Counselors
North Carolina
$1.55K – – –
DI
695
Disciplined Investments
Oklahoma
$1.43K -$461 -11 -24%
MWM
696
MinichMacGregor Wealth Management
New York
$1.05K +$1.05K +25 New
CAL
697
Capital Advisors Ltd
Ohio
$1K -$183K -2,558 -99%
TFA
698
Transamerica Financial Advisors
Florida
$1K – – –
AWM
699
Avior Wealth Management
Nebraska
$796 – – –
SWA
700
SOA Wealth Advisors
New York
$771 – – –
26 27
28
29 30