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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
DBT
451
Dubuque Bank & Trust
Iowa
$15K +$13.5K +382 +444%
ARMC
452
American Research & Management Company
Massachusetts
$14K +$14.8K +421 New
TAM
453
Tocqueville Asset Management
New York
$13K +$14.1K +400 New
CFG
454
CKW Financial Group
Hawaii
$13K +$14.3K +406 New
Envestnet Asset Management
455
Envestnet Asset Management
Illinois
$12K -$284K -8,054 -96%
PSUF
456
People's United Financial
Connecticut
$12K -$259K -7,359 -95%
BCMIO
457
Beacon Capital Management Inc (Ohio)
Ohio
$12K +$12.3K +350 New
WIC
458
Willis Investment Counsel
Georgia
$10.4K +$148K +4,200 +1%
IC
459
IKOS CIF
Cyprus
$10K -$892K -25,305 -99%
WAM
460
Wallington Asset Management
Indiana
$10K – – –
WTC
461
WhitTier Trust Company
Nevada
$10K – – –
FA
462
Financial Advantage
Maryland
$10K +$10.6K +300 New
PTCG
463
Pring Turner Capital Group
California
$10K +$10.6K +300 New
WEC
464
Winslow Evans & Crocker
Massachusetts
$8K +$8.56K +243 New
FPCG
465
Fort Pitt Capital Group
Pennsylvania
$7.01K -$10.3K -292 -58%
HPBT
466
High Point Bank & Trust
North Carolina
$7K – – –
RNS
467
Robert N. Shapiro
$7K – – –
SFPIA
468
Stevens First Principles Investment Advisors
California
$7K – – –
WRM
469
Westport Resources Management
Connecticut
$7K – – –
FAM
470
Formidable Asset Management
Ohio
$6K – – –
MIC
471
MU Investments Company
Japan
$6K – – –
PSI
472
Pinnacle Summer Investments
Virginia
$6K +$4.4K +125 +189%
MPWT
473
MassMutual Private Wealth & Trust
Connecticut
$5.77K +$6.17K +175 New
WF
474
WealthTrust Fairport
Ohio
$5K -$8.81K -250 -61%
M
475
MOTCO
Texas
$5K -$282 -8 -5%
17 18
19
20 21

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.