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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
CMBA
376
C.M. Bidwell & Associates
Hawaii
$199K -$7.22K -205 -3%
PL
377
Parkwood LLC
Ohio
$191K +$204K +5,804 New
EWM
378
Edge Wealth Management
New York
$181K +$194K +5,500 New
DVM
379
Dreman Value Management
Florida
$180K +$193K +5,467 New
CHC
380
City Holding Co
West Virginia
$171K +$182K +5,179 New
USGIU
381
U.S. Global Investors (USGI)
Texas
$168K – – –
UGIF
382
US Global Investors Funds
Maine
$168K +$180K +5,100 New
H
383
Hexavest
Quebec, Canada
$161K – – –
FMP
384
Financial Management Professionals
Texas
$160K – – –
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$153K -$7.22K -205 -4%
IMS
386
Index Management Solutions
Pennsylvania
$150K +$67.9K +1,927 +73%
MCM
387
Manchester Capital Management
Vermont
$145K -$7.4K -210 -5%
CFS
388
Community Financial System
New York
$142K – – –
MA
389
MUFG Americas
New York
$140K -$44.2K -1,255 -23%
TCOV
390
Trust Company of Vermont
Vermont
$140K – – –
NTCOC
391
Northern Trust Company of Connecticut
Connecticut
$137K – – –
SF
392
Synovus Financial
Georgia
$134K +$47.7K +1,355 +50%
SMU
393
Signet Management USA
Virginia
$132K +$141K +4,000 New
1IC
394
1919 Investment Counsel
Maryland
$129K – – –
WCM
395
Windsor Capital Management
Arizona
$122K +$10.6K +300 +9%
ARMT
396
Amica Retiree Medical Trust
Rhode Island
$119K +$127K +3,610 New
GCT
397
Galaxy Capital Trading
British Virgin Islands
$115K +$123K +3,500 New
GIS
398
Guardian Investor Services
New York
$111K – – –
SCG
399
Strategic Capital Group
Washington
$110K -$18K -510 -13%
BC
400
Bartlett & Co
Ohio
$86K – – –
14 15
16
17 18

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.