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FirstEnergy
FE

Overview Fund Activity

660 hedge funds and large institutions have $16.1B invested in FirstEnergy in 2023 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 190 increasing their positions, 271 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
660
Holders Change
-18
Holders Change %
-2.65%
% 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
76
Increased
190
Reduced
271
Closed
88
Calls
$57.6M
Puts
$79.2M
Net Calls
-$21.6M
Net Calls Change
-$700K

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.69B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$541M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$289M
4
MIM
Merewether Investment Management
Texas
$46.9M
5
ZP
Zimmer Partners
New York
$69.3M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$92.5M
2
State Street
State Street
Massachusetts
$1.39B
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.23B
4
Ameriprise
Ameriprise
Minnesota
$360M
5
BlackRock
BlackRock
New York
$1.38B
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
701
Kowal Investment Group
Wisconsin
– -$228K -5,869 Closed
FWP
702
Firethorn Wealth Partners
Georgia
– -$227K -5,827 Closed
PMAM
703
Penn Mutual Asset Management
Pennsylvania
– -$224K -5,760 Closed
CCA
704
Checchi Capital Advisers
California
– -$220K -5,663 Closed
BAM
705
Beaumont Asset Management
Texas
– -$219K -5,642 Closed
WG
706
Welch Group
Alabama
– -$218K -5,603 Closed
TI
707
TTP Investments
California
– -$218K -5,600 Closed
SB
708
Simmons Bank
Arkansas
– -$218K -5,596 Closed
MA
709
MKT Advisors
California
– -$214K -5,450 Closed
SWS
710
SYSTM Wealth Solutions
Illinois
– -$206K -5,311 Closed
LNWWM
711
Laird Norton Wetherby Wealth Management
California
– -$206K -5,305 Closed
MS
712
Maven Securities
Jersey
– -$206K -5,302 Closed
SFG
713
StrategIQ Financial Group
Indiana
– -$205K -5,264 Closed
JWCA
714
J.W. Cole Advisors
Florida
– -$204K -5,244 Closed
CIBC World Market
715
CIBC World Market
Ontario, Canada
– -$204K -5,236 Closed
LFAS
716
Level Four Advisory Services
Texas
– -$203K -5,211 Closed
AIMCA
717
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$202K -5,200 Closed
RFO
718
RiverGlades Family Offices
Florida
– -$202K -5,200 Closed
TFP
719
Tilia Fiduciary Partners
North Carolina
– -$134K -3,434 Closed
KC
720
Kepos Capital
New York
– -$120K -3,079 Closed
FAF
721
Fjarde Ap-fonden
Sweden
– -$105K -2,700 Closed
AIM
722
Achmea Investment Management
Netherlands
– -$47K -1,210 Closed
RI
723
Ridgewood Investments
New Jersey
– -$40.3K -1,036 Closed
HS
724
Horan Securities
United States
– -$39K -1,004 Closed
ODG
725
O'Dell Group
Ohio
– -$38.9K -1,000 Closed
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