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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
APFBOT
276
Amica Pension Fund Board of Trustees
Rhode Island
$738K – – –
JMPWA
277
JP Morgan Private Wealth Advisors
California
$734K -$563K -15,983 -42%
WMSA
278
Weiss Multi-Strategy Advisers
New York
$727K +$776K +22,037 New
Zurich Cantonal Bank
279
Zurich Cantonal Bank
Switzerland
$720K -$1.57M -44,490 -67%
PDN
280
Pensionfund DSM Netherlands
Netherlands
$716K – – –
CP
281
Camelot Portfolios
Ohio
$712K +$66.4K +1,884 +10%
BVDMP
282
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$695K – – –
LTFS
283
Ladenburg Thalmann Financial Services
Florida
$686K +$190K +5,393 +35%
Capstone Investment Advisors
284
Capstone Investment Advisors
New York
$659K +$705K +20,000 New
Massachusetts Financial Services
285
Massachusetts Financial Services
Massachusetts
$656K -$41.9K -1,190 -6%
American Century Companies
286
American Century Companies
Missouri
$630K +$6.76K +192 +1%
BSPF
287
British Steel Pension Fund
United Kingdom
$627K -$43.2K -1,226 -6%
SGH
288
Schonfeld Group Holdings
New York
$614K +$656K +18,608 New
MM
289
Midas Management
New York
$613K – – –
AIM
290
abrdn Investment Management
United Kingdom
$606K +$15.8K +449 +3%
Jane Street
291
Jane Street
New York
$602K +$643K +18,246 New
SEC
292
Seven Eight Capital
New York
$594K +$634K +18,000 New
PI
293
Placemark Investments
Illinois
$585K +$626K +17,765 New
NI
294
Nuance Investments
Missouri
$582K +$292K +8,275 +88%
CLOS
295
Compagnie Lombard Odier SCmA
Switzerland
$558K +$596K +16,917 New
FAAS
296
First Allied Advisory Services
California
$557K +$272K +7,734 +85%
DnB Asset Management
297
DnB Asset Management
Norway
$555K +$63.4K +1,800 +12%
ISL
298
Ingalls & Snyder LLC
New York
$554K -$52.9K -1,500 -8%
SRC
299
Stone Run Capital
New York
$552K -$740K -21,000 -56%
CA
300
Cullinan Associates
Kentucky
$538K -$393K -11,150 -41%
10 11
12
13 14

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.