FE icon

FirstEnergy
FE

Overview Fund Activity

793 hedge funds and large institutions have $19.7B invested in FirstEnergy in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 311 increasing their positions, 243 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
793
Holders Change
+26
Holders Change %
+3.39%
% of All Funds
10.56%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
120
Increased
311
Reduced
243
Closed
79
Calls
$81.9M
Puts
$46.6M
Net Calls
+$35.3M
Net Calls Change
-$24.4M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$656M
2
SCP
2
Soroban Capital Partners
New York
$332M
3
BlackRock
3
BlackRock
New York
$1.83B
4
ZP
4
Zimmer Partners
New York
$196M
5
Amundi
5
Amundi
France
$73.3M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$422M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$674M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$143M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$81.7M
5
Ameriprise
5
Ameriprise
Minnesota
$281M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
776
Principia Wealth Advisory
Texas
$358 +$358 +9 New
YP
777
YANKCOM Partnership
South Dakota
$358 +$358 +9 New
CAWM
778
Capital A Wealth Management
Pennsylvania
$358 +$358 +9 New
OSNBOA
779
Old Second National Bank of Aurora
Illinois
$358 +$358 +9 New
MSFP
780
Mark Sheptoff Financial Planning
Connecticut
$300 +$38 +1 +14%
AWM
781
Activest Wealth Management
Florida
$239 +$239 +6 New
FFO
782
Fortitude Family Office
Arizona
$199 -$2.23K -56 -92%
WCM
783
WealthTrak Capital Management
Virginia
$199 +$199 +5 New
NL
784
NVWM LLC
Pennsylvania
$199 +$199 +5 New
TFM
785
TFC Financial Management
Massachusetts
$160 – – –
EB
786
Eastern Bank
Massachusetts
$159 – – –
CSWM
787
Cassady Schiller Wealth Management
Ohio
$119 +$119 +3 New
SFA
788
Semmax Financial Advisors
North Carolina
$70 – – –
NS
789
NBC Securities
Alabama
$51 -$94.8K -1,859 -100%
EBA
790
Eagle Bay Advisors
New York
$38 – – –
SC
791
Sasco Capital
Connecticut
– -$22.6M -509,915 Closed
CM
792
Crestline Management
Texas
– -$9.46M -213,307 Closed
WHRC
793
W.H. Reaves & Co
New Jersey
– -$8.43M -190,000 Closed
Connor, Clark & Lunn Investment Management (CC&L)
794
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$4.43M -99,808 Closed
PAM
795
Panagora Asset Management
Massachusetts
– -$2.91M -65,528 Closed
AIMCA
796
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$2.24M -50,600 Closed
NICM
797
Neo Ivy Capital Management
New York
– -$2.05M -46,224 Closed
NRD
798
Nebula Research & Development
New York
– -$1.29M -29,131 Closed
BOSSRA
799
B.O.S.S. Retirement Advisors
Utah
– -$1.27M -28,744 Closed
DS
800
DRW Securities
Illinois
– -$1.15M -26,012 Closed
30 31
32
33 34