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FirstEnergy
FE

501 hedge funds and large institutions have $9.67B invested in FirstEnergy in 2013 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 149 increasing their positions, 184 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

115% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 46

23% more call options, than puts

Call options by funds: $120M | Put options by funds: $97.6M

11% more funds holding

Funds holding: 450 → 501 (+51)

0.24% more ownership

Funds ownership: 70.38% → 70.62% (+0.24%)

9% less capital invested

Capital invested by funds: $10.7B → $9.67B (-$995M)

19% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 184

Holders
501
Holders Change
+51
Holders Change %
+11.33%
% of All Funds
14.54%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.15%
New
99
Increased
149
Reduced
184
Closed
46
Calls
$120M
Puts
$97.6M
Net Calls
+$22.3M
Net Calls Change
-$58.6M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$304M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$176M
3
Boston Partners
Boston Partners
Massachusetts
+$78.4M
4
Two Sigma Investments
Two Sigma Investments
New York
+$61.8M
5
HCM
Highbridge Capital Management
New York
+$56M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$432M
2
First Eagle Investment Management
First Eagle Investment Management
New York
-$251M
3
Franklin Resources
Franklin Resources
California
-$139M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$67.9M
5
Capital Research Global Investors
Capital Research Global Investors
California
-$54.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
226
Legacy Capital Partners
Wisconsin
$1.26M +$89K +2,525 +7%
SAM
227
Securian Asset Management
Minnesota
$1.24M -$1.45K -41 -0.1%
B
228
Barings
North Carolina
$1.24M -$66.9K -1,900 -5%
BA
229
BlackRock Advisors
Delaware
$1.18M -$1.98M -56,073 -61%
HK
230
Horizon Kinetics
New York
$1.15M +$413K +11,716 +51%
KRS
231
Kentucky Retirement Systems
Kentucky
$1.14M -$7.33K -208 -0.6%
GT
232
Glenmede Trust
Pennsylvania
$1.14M +$160K +4,528 +15%
Schroder Investment Management Group
233
Schroder Investment Management Group
United Kingdom
$1.13M +$856K +24,300 +247%
NG
234
NatWest Group
United Kingdom
$1.11M +$240K +6,800 +25%
LSERS
235
Louisiana State Employees Retirement System
Louisiana
$1.11M +$1.19M +33,700 New
NB
236
Norinchukin Bank
Japan
$1.1M -$3K -85 -0.3%
PA
237
Profund Advisors
Maryland
$1.1M +$14.6K +415 +1%
HNB
238
Huntington National Bank
Ohio
$1.06M +$124K +3,509 +12%
AWCI
239
Alpine Woods Capital Investors
New York
$1.05M -$31.7K -900 -3%
DMAM
240
Del Mar Asset Management
New York
$1.04M +$1.12M +31,700 New
VAM
241
Visionary Asset Management
Texas
$1.04M +$1.11M +31,426 New
Nisa Investment Advisors
242
Nisa Investment Advisors
Missouri
$1.03M +$339K +9,633 +44%
CC
243
Coastland Capital
California
$1.03M +$1.1M +31,100 New
SCM
244
Schneider Capital Management
Pennsylvania
$990K +$1.06M +30,021 New
PRCM
245
Pine River Capital Management
Minnesota
$987K +$1.05M +29,900 New
KBC Group
246
KBC Group
Belgium
$983K -$25.5K -724 -2%
FCAM
247
F&C Asset Management
United Kingdom
$976K +$120K +3,400 +13%
BFIM
248
Beese Fulmer Investment Management
Ohio
$967K -$143K -4,050 -12%
Connor, Clark & Lunn Investment Management (CC&L)
249
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$967K +$972K +27,592 New
GXMC
250
Global X Management Company
New York
$944K +$175K +4,956 +21%
8 9
10
11 12

FE Hedge Fund Activity: Q4 2013 in Review

501 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2013, worth a combined $9.67B — down 9.3% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new FE positions and 46 closed out — a net gain of 53 holders — while 149 added to existing stakes and 184 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $304M. The largest seller was Capital World Investors, cutting an estimated $432M.

  • 501 institutional investors held FirstEnergy (FE) as of Q4 2013, up from 450 in Q3 2013.
  • Funds reported $9.67B of FirstEnergy stock for Q4 2013, down 9.3% quarter-over-quarter.
  • 99 funds opened new FirstEnergy positions in Q4 2013 and 46 closed out, a net change of +53 holders.
  • The largest FirstEnergy buyer in Q4 2013 was Goldman Sachs, an estimated $304M added.
  • The largest FirstEnergy seller in Q4 2013 was Capital World Investors, an estimated $432M sold.

Based on aggregated 13F filings for Q4 2013.