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FirstEnergy
FE

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: 773 → 801 (+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: 6 → 6 (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

Top Buyers

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$292M
2
SCP
Soroban Capital Partners
New York
+$131M
3
BlackRock
BlackRock
New York
+$69.6M
4
ZP
Zimmer Partners
New York
+$51.5M
5
Amundi
Amundi
France
+$39.3M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$72.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.8M
3
N
Nuveen
North Carolina
-$53.3M
4
JP Morgan Chase
JP Morgan Chase
New York
-$51.8M
5
Ameriprise
Ameriprise
Minnesota
-$46.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Kayne Anderson Rudnick Investment Management
751
Kayne Anderson Rudnick Investment Management
California
$2.43K +$1.8K +43 +239%
SWC
752
Spectrum Wealth Counsel
Indiana
$2.39K – – –
RJA
753
Ross\Johnson & Associates
Minnesota
$2.39K +$2.51K +60 New
AWM
754
Atticus Wealth Management
Florida
$2.35K -$5.48K -131 -69%
BFPW
755
BOK Financial Private Wealth
Colorado
$2.23K -$2.42K -58 -51%
GFPC
756
Global Financial Private Client
Florida
$2.19K +$502 +12 +28%
ATC
757
Adirondack Trust Company
New York
$2.19K – – –
IWP
758
IAG Wealth Partners
Wisconsin
$2.11K – – –
BCMLT
759
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.99K – – –
TIM
760
Thompson Investment Management
Wisconsin
$1.99K – – –
CWC
761
Carolinas Wealth Consulting
North Carolina
$1.83K – – –
NFSG
762
Newbridge Financial Services Group
Florida
$1.77K +$1.88K +45 New
AGWCA
763
Annis Gardner Whiting Capital Advisors
Florida
$1.71K -$1.84K -44 -51%
CIAM
764
Caitong International Asset Management
Hong Kong
$1.35K +$1.42K +34 New
HWP
765
Highline Wealth Partners
California
$1.27K -$502 -12 -27%
HWA
766
HHM Wealth Advisors
Tennessee
$1.23K +$1.3K +31 New
DPW
767
DiNuzzo Private Wealth
Pennsylvania
$1.15K -$8.4K -201 -87%
CWP
768
Clark Wealth Partners
Illinois
$1.15K +$1.21K +29 New
APW
769
Aventura Private Wealth
Florida
$1.11K +$1.17K +28 New
OC
770
Oarsman Capital
Wisconsin
$995 – – –
FMP
771
Financial Management Professionals
Texas
$915 – – –
VWA
772
Valued Wealth Advisors
Utah
$836 – – –
CWP
773
Concord Wealth Partners
Virginia
$796 -$4.18K -100 -83%
SWA
774
SOA Wealth Advisors
New York
$764 – – –
AP
775
Aspect Partners
Virginia
$636 – – –
29 30
31
32 33

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.