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
TCIM
26
TIAA CREF Investment Management
New York
$45.2M +$108K +3,068 +0.2%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$43.6M -$10.6M -301,554 -19%
New York State Common Retirement Fund
28
New York State Common Retirement Fund
New York
$39.8M -$1.03M -29,200 -2%
Millennium Management
29
Millennium Management
New York
$38.2M +$40.8M +1,157,408 New
BlackRock
30
BlackRock
New York
$37.1M +$8.96M +254,407 +29%
Citadel Advisors
31
Citadel Advisors
Florida
$36M +$28.5M +809,077 +287%
Barclays
32
Barclays
United Kingdom
$35.4M +$12.3M +349,849 +46%
Sumitomo Mitsui Trust Group
33
Sumitomo Mitsui Trust Group
Japan
$34.6M -$1.94M -55,145 -5%
Morgan Stanley
34
Morgan Stanley
New York
$31.7M -$1.44M -41,001 -4%
Charles Schwab
35
Charles Schwab
California
$31.3M +$1.32M +37,426 +4%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$30.8M +$28.3M +804,244 +625%
Prudential Financial
37
Prudential Financial
New Jersey
$29M -$898K -25,500 -3%
AAM
38
Advisors Asset Management
Colorado
$28.6M +$2.88M +81,818 +10%
CS
39
Credit Suisse
Switzerland
$28.5M -$163K -4,616 -0.5%
Deutsche Bank
40
Deutsche Bank
Germany
$28.3M -$17M -483,070 -36%
O
41
OppenheimerFunds
New York
$28.1M +$7.4M +210,050 +33%
JP Morgan Chase
42
JP Morgan Chase
New York
$27.8M -$10.2M -288,549 -26%
GF
43
Gabelli Funds
New York
$27.7M -$511K -14,500 -2%
New York State Teachers Retirement System (NYSTRS)
44
New York State Teachers Retirement System (NYSTRS)
New York
$26.5M -$1.94M -55,132 -6%
Mitsubishi UFJ Trust & Banking
45
Mitsubishi UFJ Trust & Banking
Japan
$26.1M -$545K -15,466 -2%
LM
46
Luminus Management
Texas
$26M +$25.3M +718,127 +1,030%
AllianceBernstein
47
AllianceBernstein
Tennessee
$26M -$737K -20,924 -3%
PP
48
Prospector Partners
Connecticut
$25.5M +$9.48M +269,000 +53%
MWR
49
McAdams Wright Ragen
Washington
$25.5M +$3.05M +86,537 +13%
BIM
50
BlackRock Investment Management
Delaware
$25.4M -$2.58M -73,331 -9%
1
2
3 4 5

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.