FE icon

FirstEnergy
FE

Overview Fund Activity

723 hedge funds and large institutions have $18.5B invested in FirstEnergy in 2024 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 270 increasing their positions, 229 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
723
Holders Change
+37
Holders Change %
+5.39%
% 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
90
Increased
270
Reduced
229
Closed
44
Calls
$73.6M
Puts
$34.7M
Net Calls
+$39M
Net Calls Change
+$33.2M

Top Buyers

1
SCP
1
Soroban Capital Partners
New York
$224M
2
ZP
2
Zimmer Partners
New York
$215M
3
BlackRock
3
BlackRock
New York
$1.65B
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$29.5M
5
Barclays
5
Barclays
United Kingdom
$63.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$494M
2
Millennium Management
2
Millennium Management
New York
$7.85M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$680M
4
State Street
4
State Street
Massachusetts
$1.45B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$1.25M
Name Holding Trade Value Shares
Change 		Shares
Change %
PMFA
676
Plante Moran Financial Advisors
Michigan
$3.6K +$1.61K +42 +81%
VWM
677
Valley Wealth Managers
New Jersey
$3.44K +$3.44K +90 New
BHWM
678
Beaird Harris Wealth Management
Texas
$3.33K – – –
AGWCA
679
Annis Gardner Whiting Capital Advisors
Florida
$3.33K – – –
MLA
680
MB, Levis & Associates
Pennsylvania
$3.28K +$38 +1 +1%
FP
681
Financial Perspectives
Minnesota
$3.14K – – –
NRG
682
Nemes Rush Group
Michigan
$3.06K – – –
BFEC
683
Benjamin F. Edwards & Company
Missouri
$3K – – –
AWM
684
Abound Wealth Management
Tennessee
$2.61K – – –
BIA
685
Bell Investment Advisors
California
$2.57K +$498 +13 +24%
RTL
686
Red Tortoise LLC
Georgia
$2.53K – – –
AIC
687
Archer Investment Corporation
Indiana
$2.53K +$2.53K +66 New
ANBT
688
American National Bank & Trust
Texas
$2.49K +$2.49K +65 New
IFAM
689
Institutional & Family Asset Management
Colorado
$2.3K – – –
CPA
690
Clear Point Advisors
New York
$2.14K +$38 +1 +2%
ATC
691
Adirondack Trust Company
New York
$2.1K – – –
IWP
692
IAG Wealth Partners
Wisconsin
$2.03K – – –
DF
693
Dunhill Financial
United Kingdom
$2.02K +$418 +11 +26%
PCM
694
Penserra Capital Management
California
$2K – – –
AW
695
Avion Wealth
Texas
$2K – – –
BCMLT
696
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.91K – – –
TIM
697
Thompson Investment Management
Wisconsin
$1.91K – – –
NFSG
698
Newbridge Financial Services Group
Florida
$1.67K +$38 +1 +2%
EWM
699
Evermay Wealth Management
Virginia
$1.65K – – –
FW
700
Fairway Wealth
Ohio
$1.57K +$1.57K +41 New
26 27
28
29 30