FirstEnergy
501 hedge funds and large institutions have $9.74B invested in FirstEnergy in 2013 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 149 increasing their positions, 185 reducing their positions, and 46 closing their positions.
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)
0.12% more ownership
Funds ownership: 70.5% → 70.62% (+0.12%)
9% less capital invested
Capital invested by funds: $10.7B → $9.74B (-$1.01B)
19% less repeat investments, than reductions
Existing positions increased: 149 | Existing positions reduced: 185
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$304M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$176M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$78.4M |
| 4 |
Two Sigma Investments
New York
|
+$61.8M |
| 5 |
HCM
Highbridge Capital Management
New York
|
+$56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$432M |
| 2 |
First Eagle Investment Management
New York
|
-$251M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$139M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$67.9M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$54.8M |
FE Hedge Fund Activity: Q4 2013 in Review
501 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q4 2013, worth a combined $9.74B — down 9.4% 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 185 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 $9.74B of FirstEnergy stock for Q4 2013, down 9.4% 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.