We are live on ! Find out more
FE icon

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
DTL
326
Dynamic Technology Lab
Singapore
$375K +$136K +3,862 +51%
MYAM
327
Meiji Yasuda Asset Management
Japan
$359K -$14.1K -400 -4%
LIA
328
LS Investment Advisors
Michigan
$357K +$265K +7,518 +227%
EOJOAM
329
E. Ohman J:or Asset Management
Sweden
$355K – – –
Allianz Asset Management
330
Allianz Asset Management
Germany
$352K -$39.4K -1,119 -9%
JHIU
331
Janus Henderson Investors US
Colorado
$350K -$24.7K -700 -6%
HW
332
Hancock Whitney
Mississippi
$347K +$46.1K +1,309 +14%
GJIC
333
Gamble Jones Investment Counsel
California
$343K -$45.6K -1,295 -11%
AB
334
Amalgamated Bank
New York
$342K -$3.56K -101 -1%
WFM
335
Wilmington Funds Management
Delaware
$341K – – –
JIC
336
Johnson Investment Counsel
Ohio
$338K -$14.1K -400 -4%
Pacer Advisors
337
Pacer Advisors
Pennsylvania
$337K +$305K +8,650 New
Parallax Volatility Advisers
338
Parallax Volatility Advisers
California
$336K +$276K +7,831 +333%
NC
339
NewSquare Capital
Pennsylvania
$333K +$39.7K +1,127 +13%
PAM
340
PartnerRe Asset Management
Connecticut
$332K -$20.8K -591 -6%
ACM
341
Argentus Capital Management
Texas
$332K +$355K +10,063 New
Thrivent Financial for Lutherans
342
Thrivent Financial for Lutherans
Minnesota
$321K – – –
SC
343
Sumit Capital
New York
$308K +$329K +9,340 New
SACTSONJ
344
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$307K – – –
LIM
345
Leavell Investment Management
Alabama
$300K -$289K -8,200 -47%
AIP
346
Ameritas Investment Partners
Nebraska
$293K – – –
BAM
347
Berkshire Asset Management
Pennsylvania
$282K -$91.6K -2,600 -23%
CSIC
348
Clifford Swan Investment Counsel
California
$282K – – –
CAN
349
Cetera Advisor Networks
California
$281K -$51.6K -1,465 -15%
PVWM
350
Point View Wealth Management
New Jersey
$277K +$296K +8,406 New
12 13
14
15 16

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.