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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
DPIM
501
Duff & Phelps Investment Management
Illinois
– -$43.2M -1,185,000 Closed
CC
502
Carlson Capital
Texas
– -$22.9M -629,560 Closed
AII
503
AGF Investments Inc
Ontario, Canada
– -$7.52M -206,900 Closed
PP
504
PDT Partners
New York
– -$7.09M -194,463 Closed
ZP
505
Zimmer Partners
New York
– -$5.47M -150,000 Closed
CCM
506
Cai Capital Management
New York
– -$3.83M -104,974 Closed
WCM
507
Winton Capital Management
United Kingdom
– -$2.44M -67,056 Closed
Mackenzie Financial
508
Mackenzie Financial
Ontario, Canada
– -$2.19M -60,200 Closed
SGDR
509
SPX Gestao de Recursos
Brazil
– -$2.06M -56,606 Closed
FCBT
510
First Citizens Bank & Trust
North Carolina
– -$1.44M -39,397 Closed
HCA
511
Horan Capital Advisors
Ohio
– -$1.18M -32,335 Closed
BC
512
BMI Capital
New York
– -$1.17M -32,116 Closed
LOM
513
Loeb Offshore Management
New York
– -$1.13M -30,914 Closed
RW
514
Rand Wealth
Maryland
– -$1.01M -27,837 Closed
AI
515
Analytic Investors
California
– -$996K -27,329 Closed
QT
516
Quantbot Technologies
New York
– -$710K -19,480 Closed
MWNA
517
Marshall Wace North America
New York
– -$689K -18,907 Closed
LCM
518
LVM Capital Management
Michigan
– -$639K -17,525 Closed
CT
519
Coastline Trust
Rhode Island
– -$555K -15,230 Closed
Verition Fund Management
520
Verition Fund Management
Connecticut
– -$518K -14,200 Closed
Primecap Management
521
Primecap Management
California
– -$437K -12,000 Closed
IG
522
ING Group
Netherlands
– -$424K -11,636 Closed
HSA
523
HBK Sorce Advisory
Pennsylvania
– -$333K -9,142 Closed
BBA
524
BLB&B Advisors
Pennsylvania
– -$332K -9,121 Closed
V
525
Veritable
Delaware
– -$313K -8,600 Closed
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.