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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
PTC
526
Philadelphia Trust Company
Pennsylvania
– -$284K -7,782 Closed
ECM
527
Everence Capital Management
Indiana
– -$276K -7,565 Closed
WTIM
528
Wilmington Trust Investment Management
Delaware
– -$273K -7,486 Closed
PA
529
Pinnacle Associates
New York
– -$257K -7,039 Closed
FTI
530
Fiduciary Trust International
Massachusetts
– -$239K -6,553 Closed
VCAM
531
Van Cleef Asset Management
Ohio
– -$221K -6,076 Closed
STB
532
S&T Bank
Pennsylvania
– -$212K -5,808 Closed
RGNCM
533
R.G. Niederhoffer Capital Management
New York
– -$208K -5,700 Closed
NAM
534
NTV Asset Management
West Virginia
– -$202K -5,556 Closed
ICOA
535
Investment Centers of America
North Dakota
– -$204K -5,543 Closed
FAM
536
Fiduciary Asset Management
Missouri
– -$201K -5,510 Closed
HF
537
Hoxton Financial
West Virginia
– -$170K -4,665 Closed
SSB
538
Sandy Spring Bank
Maryland
– -$73K -2,000 Closed
BAM
539
Barrett Asset Management
New York
– -$24K -645 Closed
PP
540
Palladium Partners
Virginia
– -$23K -631 Closed
ATC
541
Adirondack Trust Company
New York
– -$17K -475 Closed
FBC
542
Fairfield, Bush & Co
Connecticut
– -$7K -200 Closed
Victory Capital Management
543
Victory Capital Management
Texas
– -$3K -108 Closed
HFM
544
Hartford Financial Management
Connecticut
– -$3K -100 Closed
ECM
545
Exchange Capital Management
Michigan
– -$2.04K -58 Closed
CG
546
Colony Group
Massachusetts
– +$70 +2 New
S
547
SignatureFD
Georgia
– +$423 +12 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.