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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
Swiss National Bank
76
Swiss National Bank
Switzerland
$14.7M -$257K -7,300 -2%
T
77
TOBAM
France
$12.9M +$13.8M +390,563 New
NAM
78
Nexus Asset Management
New York
$12.7M +$13.5M +384,000 New
SO
79
STRS Ohio
Ohio
$12.5M +$13.4M +380,000 New
Dimensional Fund Advisors
80
Dimensional Fund Advisors
Texas
$12.5M -$219K -6,228 -2%
Aviva
81
Aviva
United Kingdom
$12M -$3.26M -92,484 -20%
Two Sigma Advisers
82
Two Sigma Advisers
New York
$12M +$12.8M +362,927 New
Citigroup
83
Citigroup
New York
$11.6M -$7.34M -208,223 -37%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$11.4M +$1.32M +37,565 +12%
Teacher Retirement System of Texas
85
Teacher Retirement System of Texas
Texas
$11M +$11.2M +318,065 +2,088%
VOYA Investment Management
86
VOYA Investment Management
Georgia
$10.1M -$35.3K -1,002 -0.3%
Chevy Chase Trust
87
Chevy Chase Trust
Maryland
$10M +$143K +4,066 +1%
PI
88
PGGM Investments
Netherlands
$9.89M -$148K -4,199 -1%
AA
89
ALPS Advisors
Colorado
$9.86M +$11M +313,071 New
HSBC Holdings
90
HSBC Holdings
United Kingdom
$9.04M -$491K -13,948 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
91
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.82M -$2.36M -66,900 -20%
ARTA
92
A.R.T. Advisors
New York
$8.76M +$6.14M +174,333 +191%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$8.55M -$186K -5,271 -2%
CNB
94
City National Bank
California
$8.36M -$11.1M -314,032 -55%
Retirement Systems of Alabama
95
Retirement Systems of Alabama
Alabama
$8.22M +$9.87K +280 +0.1%
Korea Investment Corp
96
Korea Investment Corp
South Korea
$7.96M +$3.63M +103,100 +75%
TD Asset Management
97
TD Asset Management
Ontario, Canada
$7.77M +$273K +7,760 +3%
Canada Life
98
Canada Life
Manitoba, Canada
$7.7M +$715K +20,301 +10%
Lord, Abbett & Co
99
Lord, Abbett & Co
New Jersey
$7.35M +$7.85M +222,900 New
JG
100
Jefferies Group
New York
$7.21M +$6.81M +193,224 +761%
2 3
4
5 6

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.