FirstEnergy
477 hedge funds and large institutions have $12.9B invested in FirstEnergy in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 163 reducing their positions, and 49 closing their positions.
57% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 49
41% more call options, than puts
Call options by funds: $101M | Put options by funds: $71.9M
24% more capital invested
Capital invested by funds: $10.4B → $12.9B (+$2.45B)
4% more funds holding
Funds holding: 457 → 477 (+20)
0.84% more ownership
Funds ownership: 74.3% → 75.14% (+0.84%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
6% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 163
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$262M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$129M |
| 3 |
Goldman Sachs
New York
|
+$79.2M |
| 4 |
Axa
Paris,
France
|
+$68.6M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$49.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$266M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$88M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$84.4M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$80.8M |
| 5 |
T
TOBAM
Paris,
France
|
-$34.9M |
FE Hedge Fund Activity: Q4 2014 in Review
477 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2014, worth a combined $12.9B — up 24% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new FE positions and 49 closed out — a net gain of 28 holders — while 153 added to existing stakes and 163 trimmed.
The largest buyer was Jennison Associates, opening a new position worth an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $266M.
- 477 institutional investors held FirstEnergy (FE) as of Q4 2014, up from 457 in Q3 2014.
- Funds reported $12.9B of FirstEnergy stock for Q4 2014, up 24% quarter-over-quarter.
- 77 funds opened new FirstEnergy positions in Q4 2014 and 49 closed out, a net change of +28 holders.
- The largest FirstEnergy buyer in Q4 2014 was Jennison Associates, an estimated $262M added.
- The largest FirstEnergy seller in Q4 2014 was Capital World Investors, an estimated $266M sold.
Based on aggregated 13F filings for Q4 2014.