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FirstEnergy
FE

Overview Fund Activity

450 hedge funds and large institutions have $10.7B invested in FirstEnergy in 2013 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 153 increasing their positions, 169 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
450
Holders Change
-23
Holders Change %
-4.86%
% of All Funds
14.6%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
35
Increased
153
Reduced
169
Closed
54
Calls
$137M
Puts
$55.9M
Net Calls
+$80.8M
Net Calls Change
+$103M

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$118M
2
PI
2
Putnam Investments
Massachusetts
$120M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$521M
4
CC
4
Carlson Capital
Texas
$22.9M
5
MWR
5
McAdams Wright Ragen
Washington
$25.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$243M
2
First Eagle Investment Management
2
First Eagle Investment Management
New York
$417M
3
Deutsche Bank
3
Deutsche Bank
Germany
$48.9M
4
Barclays
4
Barclays
United Kingdom
$27.2M
5
Invesco
5
Invesco
Georgia
$199M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
301
Johnson Investment Counsel
Ohio
$388K – – –
WTNA
302
Wilmington Trust National Association
Delaware
$384K -$40K -1,100 -9%
AB
303
Amalgamated Bank
New York
$382K -$9.01K -247 -2%
WFM
304
Wilmington Funds Management
Delaware
$376K – – –
ClearBridge Investments
305
ClearBridge Investments
New York
$376K – – –
MIS
306
Morningstar Investment Services
Illinois
$369K -$81.3K -2,194 -18%
CAN
307
Cetera Advisor Networks
California
$362K +$21.9K +600 +6%
Schroder Investment Management Group
308
Schroder Investment Management Group
United Kingdom
$359K -$3.36M -92,249 -90%
Thrivent Financial for Lutherans
309
Thrivent Financial for Lutherans
Minnesota
$355K -$170K -4,667 -32%
UR
310
USCA RIA
Texas
$354K +$136K +3,725 +62%
BC
311
Burney Company
Virginia
$350K -$7.18K -197 -2%
NI
312
Nuance Investments
Missouri
$342K +$342K +9,385 New
VAM
313
Visium Asset Management
New York
$340K -$406K -11,135 -54%
SACTSONJ
314
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$339K – – –
HW
315
Hancock Whitney
Mississippi
$336K -$8.46K -232 -2%
HSA
316
HBK Sorce Advisory
Pennsylvania
$333K -$338K -9,268 -50%
FAAS
317
First Allied Advisory Services
California
$333K +$15.4K +422 +5%
BBA
318
BLB&B Advisors
Pennsylvania
$332K -$45.5K -1,250 -12%
NC
319
NewSquare Capital
Pennsylvania
$327K +$54.8K +1,502 +20%
HighTower Advisors
320
HighTower Advisors
Illinois
$326K -$232K -6,364 -42%
AIP
321
Ameritas Investment Partners
Nebraska
$324K +$324K +8,893 New
RB
322
Rodgers Brothers
Pennsylvania
$322K – – –
V
323
Veritable
Delaware
$313K -$23.6K -648 -7%
CSIC
324
Clifford Swan Investment Counsel
California
$312K -$14.8K -405 -5%
Envestnet Asset Management
325
Envestnet Asset Management
Illinois
$307K +$8.74K +240 +3%
11 12
13
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