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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
MCM
201
Munder Capital Management
Michigan
$1.83M +$1.96M +55,622 New
ST
202
Spot Trading
Illinois
$1.83M -$62.6K -1,776 -3%
PAM
203
Panagora Asset Management
Massachusetts
$1.81M +$23K +654 +1%
RFC
204
Regions Financial Corp
Alabama
$1.79M -$17.1K -484 -0.9%
ERSOT
205
Employees Retirement System of Texas
Texas
$1.76M – – –
PNC
206
Park National Corp
Ohio
$1.7M +$384K +10,889 +27%
Calamos Advisors
207
Calamos Advisors
Illinois
$1.65M – – –
Janus Henderson Group
208
Janus Henderson Group
United Kingdom
$1.63M – – –
SMDAM
209
Sumitomo Mitsui DS Asset Management
Japan
$1.62M -$82.1K -2,330 -5%
KAM
210
Kokusai Asset Management
Japan
$1.6M -$233K -6,600 -12%
CAM
211
Capstone Asset Management
Texas
$1.59M -$663K -18,805 -28%
LMGAM
212
Liberty Mutual Group Asset Management
Massachusetts
$1.58M +$803K +22,795 +90%
Cambridge Investment Research Advisors
213
Cambridge Investment Research Advisors
Iowa
$1.58M +$180K +5,120 +12%
RCM
214
Riverhead Capital Management
Delaware
$1.55M -$1.21M -34,319 -42%
Group One Trading
215
Group One Trading
Illinois
$1.53M +$1.08M +30,773 +197%
TMAM
216
Tokio Marine Asset Management
Japan
$1.51M – – –
Walleye Trading
217
Walleye Trading
New York
$1.5M +$1.43M +40,701 +868%
Nordea Investment Management
218
Nordea Investment Management
Sweden
$1.49M +$118K +3,361 +8%
GIA
219
Gateway Investment Advisers
Ohio
$1.49M -$52.7K -1,496 -3%
AAM
220
Aberdeen Asset Management
United Kingdom
$1.44M – – –
CC
221
Cipher Capital
New York
$1.4M +$1.49M +42,308 New
OA
222
OFI Advisors
Pennsylvania
$1.38M +$574K +16,295 +64%
KeyBank National Association
223
KeyBank National Association
Ohio
$1.38M +$45.6K +1,293 +3%
BFA
224
Bragg Financial Advisors
North Carolina
$1.33M +$36.1K +1,026 +3%
AMI
225
Amica Mutual Insurance
Rhode Island
$1.33M – – –
7 8
9
10 11

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.