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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
RTIM
251
Round Table Investment Management
North Carolina
$936K +$1M +28,395 New
LCP
252
Longbow Capital Partners
New York
$925K +$989K +28,059 New
BOTW
253
Bank of the West
California
$916K +$12.1K +344 +1%
Janney Montgomery Scott
254
Janney Montgomery Scott
Pennsylvania
$902K -$172K -4,881 -15%
SCM
255
Shelton Capital Management
Colorado
$894K – – –
CB
256
Commerce Bank
Missouri
$880K -$10.6K -300 -1%
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$873K +$28.3K +804 +3%
WBC
258
Westpac Banking Corp
Australia
$871K -$49.3K -1,400 -5%
CCM
259
Cadence Capital Management
Massachusetts
$861K -$79.2K -2,248 -8%
HT
260
HAP Trading
New York
$840K +$898K +25,477 New
SB
261
Suntrust Banks
Georgia
$829K -$39.3K -1,115 -4%
Creative Planning
262
Creative Planning
Kansas
$829K +$89.2K +2,532 +11%
SIM
263
Sentry Investment Management
Wisconsin
$828K -$2.71M -77,000 -75%
RCM
264
Redwood Capital Management
New York
$825K +$881K +25,000 New
SCA
265
SAC Capital Advisors
Connecticut
$817K +$873K +24,765 New
Grantham, Mayo, Van Otterloo & Co (GMO)
266
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$808K +$299K +8,500 +53%
CI
267
Conning Inc
Connecticut
$801K +$76.8K +2,180 +10%
AA
268
Ancora Advisors
Ohio
$788K -$35.2K -1,000 -4%
Federated Hermes
269
Federated Hermes
Pennsylvania
$784K +$35.8K +1,016 +4%
DCM
270
Dynamic Capital Management
Jersey
$781K +$323K +9,158 +63%
N
271
Nuveen
North Carolina
$773K -$37.6K -1,068 -4%
BAM
272
Brave Asset Management
New Jersey
$771K +$824K +23,380 New
DCM
273
Dupont Capital Management
Delaware
$761K -$319K -9,049 -28%
WB
274
WesBanco Bank
West Virginia
$759K -$239K -6,792 -23%
CIA
275
Capital Investment Advisors
Georgia
$752K +$803K +22,800 New
9 10
11
12 13

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.