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FirstEnergy
FE

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
477
Holders Change
+20
Holders Change %
+4.38%
% of All Funds
12.72%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
77
Increased
153
Reduced
163
Closed
49
Calls
$101M
Puts
$71.9M
Net Calls
+$29.2M
Net Calls Change
+$30.6M

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$262M
2
LSV Asset Management
LSV Asset Management
Illinois
+$129M
3
Goldman Sachs
Goldman Sachs
New York
+$79.2M
4
Axa
Axa
France
+$68.6M
5
BFA
BlackRock Fund Advisors
California
+$49.1M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$266M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$88M
3
Franklin Resources
Franklin Resources
California
-$84.4M
4
CC
Carlson Capital
Texas
-$80.8M
5
T
TOBAM
France
-$34.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
WF
451
WealthTrust Fairport
Ohio
$5K – – –
PSI
452
Pinnacle Summer Investments
Virginia
$5K +$37 +1 +0.8%
CWM
453
Cranbrook Wealth Management
Michigan
$4K – – –
OFS
454
Orrstown Financial Services
Pennsylvania
$4K – – –
S
455
SignatureFD
Georgia
$4K +$2.97K +81 +675%
RC
456
RegentAtlantic Capital
New Jersey
$3.55K +$3.34K +91 New
CAM
457
ClariVest Asset Management
California
$3K +$697 +19 +41%
MPWT
458
MassMutual Private Wealth & Trust
Connecticut
$2.92K -$3.67K -100 -57%
CAL
459
Capital Analysts LLC
Pennsylvania
$2.18K – – –
CAW
460
Cornerstone Advisors (Washington)
Washington
$2K +$1.58K +43 New
CFN
461
Cordasco Financial Network
Florida
$2K +$1.91K +52 New
WIL
462
Winifred I. Li
$2K +$2.02K +55 New
FMP
463
Financial Management Professionals
Texas
$1K – – –
HR
464
Howe & Rusling
New York
$1K – – –
JFGIW
465
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
TWA
466
TCI Wealth Advisors
Arizona
$1K – – –
BWA
467
Burt Wealth Advisors
Maryland
$1K +$37 +1 New
KCM
468
Karp Capital Management
California
$1K +$623 +17 New
Acadian Asset Management
469
Acadian Asset Management
Massachusetts
$1K +$697 +19 New
ASN
470
Advisory Services Network
Georgia
$1K +$1.32K +36 New
FTC
471
Farmers Trust Company
Ohio
$275 -$259K -7,062 -100%
BRWA
472
B. Riley Wealth Advisors
Florida
$56 +$52.7K +1,438 New
CC
473
Carlson Capital
Texas
– -$80.8M -2,405,800 Closed
SO
474
STRS Ohio
Ohio
– -$34.5M -1,029,000 Closed
GP
475
GLG Partners
United Kingdom
– -$22.2M -661,767 Closed
17 18
19
20 21

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.