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FirstEnergy
FE

Overview Fund Activity

710 hedge funds and large institutions have $18.5B invested in FirstEnergy in 2023 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 259 increasing their positions, 215 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-3
Holders Change %
-0.42%
% of All Funds
11.36%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
91
Increased
259
Reduced
215
Closed
77
Calls
$66.3M
Puts
$46.5M
Net Calls
+$19.9M
Net Calls Change
-$218K

Top Buyers

1
Capital World Investors
Capital World Investors
California
$1.2B
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$218M
3
ZP
Zimmer Partners
New York
$110M
4
Ameriprise
Ameriprise
Minnesota
$471M
5
Deutsche Bank
Deutsche Bank
Germany
$79.7M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$374M
2
Invesco
Invesco
Georgia
$407M
3
Citadel Advisors
Citadel Advisors
Florida
$1.57M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$322M
5
Cohen & Steers
Cohen & Steers
New York
$54.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAAS
751
Capital Asset Advisory Services
Michigan
– -$200K -4,502 Closed
CS
752
Comerica Securities
Michigan
– -$87.5K -2,086 Closed
OWA
753
One Wealth Advisors
California
– -$80.1K -1,911 Closed
CAS
754
Coppell Advisory Solutions
Texas
– -$79.9K -1,905 Closed
CASC
755
Coppell Advisory Solutions Corp
Texas
– -$79.9K -1,905 Closed
MS
756
Madden Securities
Texas
– -$61.9K -1,476 Closed
MCC
757
Money Concepts Capital
Florida
– -$58.9K -1,404 Closed
WOSD
758
WFA of San Diego
California
– -$48.2K -1,150 Closed
AS
759
Altshuler Shaham
Israel
– -$46.9K -1,119 Closed
RBC
760
Romano Brothers & Co
Illinois
– -$44.2K -1,054 Closed
ZIG
761
Zullo Investment Group
Pennsylvania
– -$44K -1,050 Closed
MSCM
762
McElhenny Sheffield Capital Management
Texas
– -$41.9K -1,000 Closed
FWA
763
Freedom Wealth Alliance
Wisconsin
– -$36K -858 Closed
RDFA
764
Ritter Daniher Financial Advisory
Ohio
– -$33.6K -800 Closed
LS
765
Leelyn Smith
Illinois
– -$30.6K -730 Closed
USCWA
766
U.S. Capital Wealth Advisors
Texas
– -$27.3K -651 Closed
GKIM
767
GW&K Investment Management
Massachusetts
– -$27K -635 Closed
VF
768
VitalStone Financial
Texas
– -$18K -441 Closed
OSNBOA
769
Old Second National Bank of Aurora
Illinois
– -$11.2K -266 Closed
CG
770
Cutler Group
California
– -$11K -265 Closed
MWM
771
Mascoma Wealth Management
New Hampshire
– -$8.39K -200 Closed
LTI
772
Laffer Tengler Investments
Tennessee
– -$8.39K -200 Closed
MUMSS
773
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$8K -180 Closed
CA
774
Centerpoint Advisors
Massachusetts
– -$6K -150 Closed
FA
775
Fiduciary Alliance
South Carolina
– -$4.95K -118 Closed
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