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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.09B -$54.8M -1,555,350 -4%
State Street
2
State Street
Massachusetts
$1.05B -$13.9M -395,120 -1%
Capital World Investors
3
Capital World Investors
California
$940M -$432M -12,272,100 -30%
Vanguard Group
4
Vanguard Group
Pennsylvania
$686M +$8.65M +245,477 +1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$637M +$176M +4,999,656 +35%
BIT
6
BlackRock Institutional Trust
California
$390M +$37.2M +1,056,749 +10%
BFA
7
BlackRock Fund Advisors
California
$356M +$48.9M +1,389,156 +15%
Franklin Resources
8
Franklin Resources
California
$351M -$139M -3,938,190 -27%
Goldman Sachs
9
Goldman Sachs
New York
$348M +$304M +8,636,726 +453%
Invesco
10
Invesco
Georgia
$185M +$4.74M +134,496 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$182M +$14.7M +416,118 +8%
Boston Partners
12
Boston Partners
Massachusetts
$180M +$78.4M +2,224,678 +69%
Northern Trust
13
Northern Trust
Illinois
$173M -$2.31M -65,675 -1%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$157M -$67.9M -1,928,534 -29%
First Eagle Investment Management
15
First Eagle Investment Management
New York
$143M -$251M -7,124,546 -62%
PI
16
Putnam Investments
Massachusetts
$130M +$22.2M +628,657 +19%
BG
17
BlackRock Group
United Kingdom
$106M +$2.38M +67,584 +2%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$101M +$6M +170,303 +6%
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$100M -$15.4M -436,686 -13%
Legal & General Group
20
Legal & General Group
United Kingdom
$70.3M +$692K +19,646 +0.9%
Norges Bank
21
Norges Bank
Norway
$63.2M -$12.6M -357,807 -16%
Two Sigma Investments
22
Two Sigma Investments
New York
$57.8M +$61.8M +1,753,236 New
HCM
23
Highbridge Capital Management
New York
$52.9M +$56M +1,588,462 +10,211%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$50.3M +$7.29M +206,800 +15%
UBS AM
25
UBS AM
Illinois
$49.7M +$1.94M +54,945 +4%
1
2 3 4 5

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.