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FirstEnergy
FE

Overview Fund Activity

611 hedge funds and large institutions have $12.4B invested in FirstEnergy in 2020 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 198 increasing their positions, 223 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-31
Holders Change %
-4.83%
% of All Funds
12.36%
Holding in Top 10
21
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+75%
% of All Funds
0.42%
New
119
Increased
198
Reduced
223
Closed
146
Calls
$120M
Puts
$116M
Net Calls
+$4.28M
Net Calls Change
-$30.2M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$540M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$378M
3
DKCM
Davidson Kempner Capital Management
New York
$153M
4
FTCM
Fir Tree Capital Management
New York
$125M
5
EC
ECP ControlCo
New Jersey
$107M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$85.8M
2
BlackRock
BlackRock
New York
$1.1B
3
Renaissance Technologies
Renaissance Technologies
New York
$0
4
Deutsche Bank
Deutsche Bank
Germany
$21.8M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFM
701
Royal Fund Management
Florida
– -$214K -5,526 Closed
WCA
702
Westover Capital Advisors
Delaware
– -$214K -5,510 Closed
FI
703
FormulaFolio Investments
Michigan
– -$213K -5,485 Closed
BSW
704
Buckingham Strategic Wealth
Missouri
– -$209K -5,397 Closed
GIA
705
Gateway Investment Advisers
Ohio
– -$209K -5,377 Closed
FAAS
706
First Allied Advisory Services
California
– -$208K -5,364 Closed
GHA
707
GW Henssler & Associates
Georgia
– -$202K -5,201 Closed
MSAM
708
Moloney Securities Asset Management
Missouri
– -$201K -5,186 Closed
LNWWM
709
Laird Norton Wetherby Wealth Management
California
– -$201K -5,183 Closed
IAS
710
IMA Advisory Services
Colorado
– -$194K -5,000 Closed
PA
711
Procyon Advisors
Connecticut
– -$175K -4,505 Closed
OPS
712
Orion Portfolio Solutions
Nebraska
– -$165K -4,263 Closed
BAM
713
Belpointe Asset Management
Nevada
– -$159K -4,074 Closed
KPW
714
Kore Private Wealth
New York
– -$129K -3,335 Closed
SNT
715
Security National Trust
West Virginia
– -$114K -2,939 Closed
RWB
716
RMR Wealth Builders
New Jersey
– -$82K -2,115 Closed
NIT
717
NumerixS Investment Technologies
British Columbia, Canada
– -$62K -1,600 Closed
THWM
718
Taylor Hoffman Wealth Management
Virginia
– -$48K -1,240 Closed
CIM
719
Contravisory Investment Management
Massachusetts
– -$31K -771 Closed
HFM
720
Harvest Fund Management
China
– -$29K -735 Closed
TFGT
721
TS Financial Group (TSFG)
Illinois
– -$26K -671 Closed
HFA
722
HC Financial Advisors
California
– -$26K -670 Closed
HWA
723
HHM Wealth Advisors
Tennessee
– -$25K -656 Closed
SFPG
724
Stonebridge Financial Planning Group
Florida
– -$24K -600 Closed
CFG
725
Citizens Financial Group
Rhode Island
– -$20K -526 Closed
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