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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
GC
51
Guggenheim Capital
Illinois
$25.2M +$9.22M +261,666 +52%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$25M +$183K +5,200 +0.7%
Bank of America
53
Bank of America
North Carolina
$24.4M -$17.1M -484,803 -40%
DCM
54
Decade Capital Management
New York
$24.2M +$25.9M +734,766 New
State Board of Administration of Florida Retirement System
55
State Board of Administration of Florida Retirement System
Florida
$23M -$106K -3,013 -0.4%
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$22.7M -$52.6M -1,494,095 -68%
WCM
57
Wedge Capital Management
North Carolina
$20.8M +$3.4M +96,550 +18%
First Trust Advisors
58
First Trust Advisors
Illinois
$20.3M +$921K +26,144 +4%
MTB
59
Mizuho Trust & Banking
Japan
$19.6M -$179K -5,075 -0.8%
Wells Fargo
60
Wells Fargo
California
$18.8M +$261K +7,398 +1%
Credit Agricole
61
Credit Agricole
France
$18.7M -$17.5M -497,082 -47%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$18.7M -$1.08M -30,664 -5%
Voloridge Investment Management
63
Voloridge Investment Management
Florida
$18.4M +$19.7M +557,759 New
Capital International Investors
64
Capital International Investors
California
$18.1M – – –
SONJCPFA
65
State of New Jersey Common Pension Fund A
New Jersey
$18.1M +$4.45M +126,420 +30%
TA
66
Teachers Advisors
New York
$17.6M +$81.7K +2,320 +0.4%
Robeco Institutional Asset Management
67
Robeco Institutional Asset Management
Netherlands
$17.5M +$7.63M +216,660 +69%
Wellington Management Group
68
Wellington Management Group
Massachusetts
$17.3M +$18.4M +523,294 New
BJ
69
BlackRock Japan
Japan
$17.2M -$548K -15,567 -3%
ARC
70
Absolute Return Capital
Massachusetts
$16.8M +$2.34M +66,396 +15%
Principal Financial Group
71
Principal Financial Group
Iowa
$16.6M -$144K -4,093 -0.8%
APG Asset Management
72
APG Asset Management
Netherlands
$16.6M -$327K -9,292 -2%
PPA
73
Parametric Portfolio Associates
Washington
$16.3M -$1.18M -33,605 -6%
State of Wisconsin Investment Board
74
State of Wisconsin Investment Board
Wisconsin
$15.5M -$314K -8,920 -2%
UOC
75
UBS O'Connor
Illinois
$15.5M +$16.5M +469,069 New
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.