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FirstEnergy
FE

690 hedge funds and large institutions have $17.7B invested in FirstEnergy in 2023 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 209 increasing their positions, 242 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 76

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

10% more capital invested

Capital invested by funds: $16.1B → $17.7B (+$1.63B)

4% more funds holding

Funds holding: 663 → 690 (+27)

2.19% more ownership

Funds ownership: 82.15% → 84.34% (+2.2%)

14% less repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 242

33% less call options, than puts

Call options by funds: $51.6M | Put options by funds: $76.9M

Holders
690
Holders Change
+27
Holders Change %
+4.07%
% of All Funds
10.06%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
111
Increased
209
Reduced
242
Closed
76
Calls
$51.6M
Puts
$76.9M
Net Calls
-$25.3M
Net Calls Change
-$3.68M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$683M
2
Morgan Stanley
Morgan Stanley
New York
+$265M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$89.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$62.7M
5
ZP
Zimmer Partners
New York
+$59.7M

Top Sellers

Rank Fund Capital Flow
1
IC
Icahn Carl
Florida
-$297M
2
Citadel Advisors
Citadel Advisors
Florida
-$125M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$73.8M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$51.3M
5
Boston Partners
Boston Partners
Massachusetts
-$48.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
DGAM
751
Desjardins Global Asset Management
Quebec, Canada
– -$7.9K -231 Closed
FAM
752
Flaharty Asset Management
Florida
– -$6.84K -200 Closed
CSPIA
753
Cary Street Partners Investment Advisory
Virginia
– -$4.96K -145 Closed
SIA
754
SkyView Investment Advisors
New Jersey
– -$3K -82 Closed
SC
755
SouthState Corp
Florida
– -$2.05K -60 Closed
JFA
756
JNBA Financial Advisors
Minnesota
– -$1.71K -50 Closed
RFG
757
RFP Financial Group
Georgia
– -$1.71K -50 Closed
AAP
758
Arax Advisory Partners
Colorado
– -$1.49K -44 Closed
BAAM
759
Baker Avenue Asset Management
California
– -$923 -27 Closed
Federated Hermes
760
Federated Hermes
Pennsylvania
– -$786 -23 Closed
LFA
761
LGT Financial Advisors
Texas
– -$718 -21 Closed
PCTC
762
Perkins Coie Trust Company
Washington
– -$717 -21 Closed
TFM
763
TFC Financial Management
Massachusetts
– -$650 -19 Closed
PVH
764
Psagot Value Holdings
Israel
– -$72 -2 -40%
TFA
765
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
27 28 29 30
31

FE Hedge Fund Activity: Q4 2023 in Review

690 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2023, worth a combined $17.7B — up 10% from $16.1B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new FE positions and 76 closed out — a net gain of 35 holders — while 209 added to existing stakes and 242 trimmed.

The largest buyer was Capital World Investors, adding an estimated $683M. The largest seller was Icahn Carl, cutting an estimated $297M.

  • 690 institutional investors held FirstEnergy (FE) as of Q4 2023, up from 663 in Q3 2023.
  • Funds reported $17.7B of FirstEnergy stock for Q4 2023, up 10% quarter-over-quarter.
  • 111 funds opened new FirstEnergy positions in Q4 2023 and 76 closed out, a net change of +35 holders.
  • The largest FirstEnergy buyer in Q4 2023 was Capital World Investors, an estimated $683M added.
  • The largest FirstEnergy seller in Q4 2023 was Icahn Carl, an estimated $297M sold.

Based on aggregated 13F filings for Q4 2023.