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FirstEnergy
FE

477 hedge funds and large institutions have $12.9B invested in FirstEnergy in 2014 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 153 increasing their positions, 163 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 49

41% more call options, than puts

Call options by funds: $101M | Put options by funds: $71.9M

24% more capital invested

Capital invested by funds: $10.4B → $12.9B (+$2.45B)

4% more funds holding

Funds holding: 457 → 477 (+20)

0.84% more ownership

Funds ownership: 74.3% → 75.14% (+0.84%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

6% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 163

Holders
477
Holders Change
+20
Holders Change %
+4.38%
% of All Funds
12.72%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
77
Increased
153
Reduced
163
Closed
49
Calls
$101M
Puts
$71.9M
Net Calls
+$29.2M
Net Calls Change
+$30.6M

Top Buyers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
+$262M
2
LSV Asset Management
LSV Asset Management
Illinois
+$129M
3
Goldman Sachs
Goldman Sachs
New York
+$79.2M
4
Axa
Axa
France
+$68.6M
5
BFA
BlackRock Fund Advisors
California
+$49.1M

Top Sellers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
-$266M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$88M
3
Franklin Resources
Franklin Resources
California
-$84.4M
4
CC
Carlson Capital
Texas
-$80.8M
5
T
TOBAM
France
-$34.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
176
Sentinel Asset Management
Vermont
$2.36M +$2.22M +60,600 New
SC
177
Stralem & Co
New York
$2.35M -$1.07M -29,100 -33%
Mitsubishi UFJ Asset Management
178
Mitsubishi UFJ Asset Management
Japan
$2.34M -$320K -8,713 -13%
Janus Henderson Group
179
Janus Henderson Group
United Kingdom
$2.29M – – –
LMGAM
180
Liberty Mutual Group Asset Management
Massachusetts
$2.28M +$93.3K +2,543 +5%
PA
181
Profund Advisors
Maryland
$2.19M +$530K +14,462 +35%
AAF
182
Andra AP-fonden
Sweden
$2.18M +$818K +22,300 +66%
SRC
183
Shufro Rose & Co
New York
$2.16M -$6.01M -164,000 -75%
DILH
184
Dai-ichi Life Holdings
Japan
$2.15M -$36.1K -985 -2%
WAM
185
World Asset Management
Michigan
$2.11M -$383K -10,435 -16%
VKH
186
Virtu KCG Holdings
New York
$2.04M +$826K +22,535 +75%
OC
187
Oppenheimer & Co
New York
$2.02M -$747K -20,361 -28%
CC
188
ClearArc Capital
Ohio
$2.02M +$1.58M +43,095 +497%
SAM
189
Shell Asset Management
Netherlands
$2.02M -$483K -13,182 -20%
CIP
190
Convergence Investment Partners
Florida
$2.01M +$1.89M +51,570 New
IG
191
ING Group
Netherlands
$2M +$1.89M +51,423 New
NMERB
192
New Mexico Educational Retirement Board
New Mexico
$1.99M -$187K -5,100 -9%
Calamos Advisors
193
Calamos Advisors
Illinois
$1.96M +$9.57K +261 +0.5%
GIA
194
Gateway Investment Advisers
Ohio
$1.94M -$42K -1,144 -2%
VanEck Associates
195
VanEck Associates
New York
$1.89M +$138K +3,755 +8%
GT
196
Glenmede Trust
Pennsylvania
$1.87M +$1.23M +33,557 +232%
SCM
197
Sterling Capital Management
North Carolina
$1.86M +$1.75M +47,646 New
CIBC Asset Management
198
CIBC Asset Management
Ontario, Canada
$1.82M -$351K -9,575 -17%
Stifel Financial
199
Stifel Financial
Missouri
$1.81M -$902K -24,584 -35%
Asset Management One
200
Asset Management One
Japan
$1.8M – – –
6 7
8
9 10

FE Hedge Fund Activity: Q4 2014 in Review

477 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2014, worth a combined $12.9B — up 24% from $10.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new FE positions and 49 closed out — a net gain of 28 holders — while 153 added to existing stakes and 163 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $262M. The largest seller was Capital World Investors, cutting an estimated $266M.

  • 477 institutional investors held FirstEnergy (FE) as of Q4 2014, up from 457 in Q3 2014.
  • Funds reported $12.9B of FirstEnergy stock for Q4 2014, up 24% quarter-over-quarter.
  • 77 funds opened new FirstEnergy positions in Q4 2014 and 49 closed out, a net change of +28 holders.
  • The largest FirstEnergy buyer in Q4 2014 was Jennison Associates, an estimated $262M added.
  • The largest FirstEnergy seller in Q4 2014 was Capital World Investors, an estimated $266M sold.

Based on aggregated 13F filings for Q4 2014.