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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
State of Tennessee, Department of Treasury
176
State of Tennessee, Department of Treasury
Tennessee
$2.39M -$95.1K -2,700 -4%
HC
177
Hourglass Capital
Texas
$2.39M -$140K -3,970 -5%
B
178
Baird
Wisconsin
$2.37M -$1.3M -36,765 -34%
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$2.33M – – –
VFS
180
VSR Financial Services
Kansas
$2.27M +$1.06M +30,065 +78%
WAM
181
World Asset Management
Michigan
$2.26M -$354K -10,034 -13%
QI
182
QS Investors
New York
$2.25M -$419K -11,892 -15%
OC
183
Oppenheimer & Co
New York
$2.22M -$287K -8,142 -11%
Nomura Asset Management
184
Nomura Asset Management
Japan
$2.16M +$3.88K +110 +0.2%
SFP
185
Santa Fe Partners
New Mexico
$2.16M +$2.3M +65,402 New
LPL Financial
186
LPL Financial
California
$2.15M +$18.5K +524 +0.8%
CCB
187
Cutter & Co Brokerage
Missouri
$2.13M -$44K -1,248 -2%
GCA
188
Gideon Capital Advisors
New York
$2.07M +$2.21M +62,753 New
AG
189
Aperio Group
California
$2.01M -$2.28M -64,685 Closed
MOACM
190
Mutual of America Capital Management
New York
$1.99M +$30.1K +855 +1%
DILH
191
Dai-ichi Life Holdings
Japan
$1.97M +$846 +24 +0%
CIBC Asset Management
192
CIBC Asset Management
Ontario, Canada
$1.96M +$55.6K +1,579 +3%
Tudor Investment Corp
193
Tudor Investment Corp
Connecticut
$1.96M +$2.09M +59,324 New
SC
194
Sculptor Capital
New York
$1.95M +$388K +11,000 +23%
US Bancorp
195
US Bancorp
Minnesota
$1.94M -$369K -10,484 -15%
BG
196
Bollard Group
Massachusetts
$1.93M +$149K +4,243 +8%
AAF
197
Andra AP-fonden
Sweden
$1.88M +$1.62M +45,900 +410%
FIM
198
Frontier Investment Management
Texas
$1.86M -$104K -2,955 -5%
Natixis Advisors
199
Natixis Advisors
Massachusetts
$1.86M -$136K -3,848 -6%
VKH
200
Virtu KCG Holdings
New York
$1.85M -$915K -25,960 -32%
6 7
8
9 10

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.