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FirstEnergy

801 hedge funds and large institutions have $19.7B invested in FirstEnergy in 2024 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 313 increasing their positions, 243 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more call options, than puts

Call options by funds: $81.9M | Put options by funds: $46.6M

54% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 80

29% more repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 243

4% more funds holding

Funds holding: 773801 (+28)

2.12% more ownership

Funds ownership: 83.76%85.88% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

8% less capital invested

Capital invested by funds: $21.4B → $19.7B (-$1.69B)

Holders
801
Holders Change
+28
Holders Change %
+3.62%
% of All Funds
10.55%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
123
Increased
313
Reduced
243
Closed
80
Calls
$81.9M
Puts
$46.6M
Net Calls
+$35.3M
Net Calls Change
-$24.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
676
Sound Income Strategies
Florida
$15.5K +$1.34K +32 +9%
ME
677
McIlrath & Eck
Washington
$15.1K
FMII
678
Farmers & Merchants Investments Inc
Nebraska
$14.6K
MCM
679
MV Capital Management
Maryland
$14.5K +$1.34K +32 +10%
EC
680
Elequin Capital
New York
$14.4K -$12.1K -289 -44%
BWAM
681
Boyd Watterson Asset Management
Ohio
$14.2K
AA
682
AlphaMark Advisors
Kentucky
$14K
GXJ
683
Global X Japan
Japan
$13.6K +$14.3K +343 New
ADL
684
Asset Dedication LLC
California
$13.5K -$2.09K -50 -13%
RTC
685
Riverview Trust Company
Washington
$13.5K
PGAM
686
Princeton Global Asset Management
New Jersey
$13.1K
GK
687
Graney & King
New York
$12.8K +$13.5K +323 New
SA
688
SRH Advisors
Kansas
$12.3K
CFD
689
Creative Financial Designs
Indiana
$12.1K +$6.73K +161 +113%
CAL
690
Capital Advisors Ltd
Ohio
$12K +$2.51K +60 +25%
PMIM
691
Prudent Man Investment Management
Colorado
$11.9K +$12.5K +300 New
FDW
692
Fourth Dimension Wealth
Ohio
$11.7K +$12.3K +295 New
GIA
693
GHP Investment Advisors
Colorado
$11.7K +$12.3K +295 New
RPA
694
Redwood Park Advisors
California
$11.6K +$12.2K +291 New
LWA
695
Lowe Wealth Advisors
Maryland
$11.3K
PWMG
696
Private Wealth Management Group
New Jersey
$11.2K
TIM
697
Tortoise Investment Management
New York
$11.2K
BGAI
698
Bruce G. Allen Investments
Colorado
$11.1K -$125 -3 -1%
GKIM
699
GW&K Investment Management
Massachusetts
$11K
FFC
700
First Financial Corp
Indiana
$10.9K

FE Hedge Fund Activity: Q4 2024 in Review

801 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2024, worth a combined $19.7B — down 7.9% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new FE positions and 80 closed out — a net gain of 43 holders — while 313 added to existing stakes and 243 trimmed.

The largest buyer was Boston Partners, adding an estimated $292M. The largest seller was T. Rowe Price Associates, cutting an estimated $72.6M.

  • 801 institutional investors held FirstEnergy (FE) as of Q4 2024, up from 773 in Q3 2024.
  • Funds reported $19.7B of FirstEnergy stock for Q4 2024, down 7.9% quarter-over-quarter.
  • 123 funds opened new FirstEnergy positions in Q4 2024 and 80 closed out, a net change of +43 holders.
  • The largest FirstEnergy buyer in Q4 2024 was Boston Partners, an estimated $292M added.
  • The largest FirstEnergy seller in Q4 2024 was T. Rowe Price Associates, an estimated $72.6M sold.

Based on aggregated 13F filings for Q4 2024.