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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
Royal London Asset Management
151
Royal London Asset Management
United Kingdom
$3.19M +$28.6K +811 +0.8%
Macquarie Group
152
Macquarie Group
Australia
$3.13M +$997K +28,300 +43%
HEIP
153
Hudson Edge Investment Partners
New Jersey
$3.08M -$154K -4,370 -4%
SCM
154
Stevens Capital Management
Pennsylvania
$3.08M +$3.29M +93,444 New
MAA
155
Managed Account Advisors
New Jersey
$3.04M +$3.25M +92,244 New
JIM
156
Jupiter Investment Management
United Kingdom
$2.84M +$3.03M +86,100 New
Canada Pension Plan Investment Board
157
Canada Pension Plan Investment Board
Ontario, Canada
$2.83M +$75.6K +2,146 +3%
OTPPB
158
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.81M -$596K -16,927 -17%
BTS
159
BB&T Securities
Virginia
$2.79M -$47.5K -1,349 -14%
D.E. Shaw & Co
160
D.E. Shaw & Co
New York
$2.76M +$2.95M +83,633 New
OI
161
Oakbrook Investments
Illinois
$2.71M -$98.1K -2,783 -3%
ACI
162
AMP Capital Investors
Australia
$2.7M +$377K +10,700 +15%
AQR Capital Management
163
AQR Capital Management
Connecticut
$2.68M +$2.86M +81,277 New
COPPSERS
164
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.63M -$197K -5,585 -7%
PG
165
PEAK6 Group
Illinois
$2.62M -$5.33M -151,348 -66%
SC
166
Stralem & Co
New York
$2.6M +$88.1K +2,500 +3%
VAM
167
Visium Asset Management
New York
$2.58M +$2.43M +69,002 +740%
Commonwealth Equity Services
168
Commonwealth Equity Services
Massachusetts
$2.57M +$230K +6,520 +9%
ProShare Advisors
169
ProShare Advisors
Maryland
$2.54M +$983K +27,899 +57%
Mitsubishi UFJ Asset Management
170
Mitsubishi UFJ Asset Management
Japan
$2.49M -$690K -19,591 -20%
URS
171
Utah Retirement Systems
Utah
$2.46M – – –
FCI
172
Financial Counselors Inc
Kansas
$2.44M +$143K +4,068 +6%
Nomura Holdings
173
Nomura Holdings
Japan
$2.43M +$261K +7,408 +11%
RFC
174
Russell Frank Company
Washington
$2.4M +$461K +13,086 +20%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$2.4M -$3.58M -101,640 -58%
5 6
7
8 9

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.