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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
LWCFA
476
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K – – –
RIA
477
Regal Investment Advisors
Michigan
$5K +$70 +2 +1%
ASN
478
Advisory Services Network
Georgia
$5K +$4.86K +138 New
EWM
479
Elite Wealth Management
Washington
$5K +$5.25K +149 New
WA
480
Winfield Associates
Ohio
$5K +$5.57K +158 New
ITIM
481
Indiana Trust & Investment Management
Indiana
$4K -$18.3K -520 -80%
Carson Wealth (CWM LLC)
482
Carson Wealth (CWM LLC)
Nebraska
$4K -$10.6K -300 -72%
CA
483
CapWealth Advisors
Tennessee
$4K – – –
RFS
484
Rockefeller Financial Services
New York
$4K – – –
ST
485
Stifel Trust
Missouri
$4K – – –
EAMA
486
EFG Asset Management (Americas)
Florida
$3.89K +$4.16K +118 New
AF
487
Arrow Financial
New York
$3K -$1.23K -35 -27%
CFA
488
Carroll Financial Associates
North Carolina
$3K – – –
CL
489
CFS LLC
Oklahoma
$3K – – –
OFS
490
Orrstown Financial Services
Pennsylvania
$3K – – –
PR
491
Payden & Rygel
California
$3K – – –
CWM
492
Cranbrook Wealth Management
Michigan
$3K +$3.66K +104 New
PMFA
493
Plante Moran Financial Advisors
Michigan
$2K +$1.83K +52 New
VIA
494
Vantage Investment Advisors
Pennsylvania
$2K +$2.64K +75 New
UB
495
UMB Bank
Missouri
$1.27K -$4.4K -125 -0.3%
ACM
496
Aviance Capital Management
Florida
$1K – – –
PAS
497
Partnervest Advisory Services
California
$1K – – –
TWA
498
TCI Wealth Advisors
Arizona
$1K – – –
HR
499
Howe & Rusling
New York
$1K +$1.2K +34 New
LWA
500
Lenox Wealth Advisors
New York
$1K +$1.55K +44 New
18 19
20
21 22

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.