FirstEnergy
478 hedge funds and large institutions have $10.6B invested in FirstEnergy in 2014 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 153 increasing their positions, 169 reducing their positions, and 45 closing their positions.
52% more call options, than puts
Call options by funds: $81.2M | Put options by funds: $53.3M
24% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 45
1% more funds holding
Funds holding: 471 → 478 (+7)
2% more capital invested
Capital invested by funds: $10.4B → $10.6B (+$198M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.27% less ownership
Funds ownership: 72.93% → 72.66% (-0.27%)
9% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 169
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$121M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$75M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$68M |
| 4 |
Morgan Stanley
New York
|
+$56M |
| 5 |
State Street
Boston,
Massachusetts
|
+$47.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$194M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$174M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$136M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$80.8M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$62.4M |
FE Hedge Fund Activity: Q2 2014 in Review
478 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in FirstEnergy (FE) for Q2 2014, worth a combined $10.6B — up 1.9% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new FE positions and 45 closed out — a net gain of 11 holders — while 153 added to existing stakes and 169 trimmed.
The largest buyer was Norges Bank, adding an estimated $121M. The largest seller was JP Morgan Chase, cutting an estimated $194M.
- 478 institutional investors held FirstEnergy (FE) as of Q2 2014, up from 471 in Q1 2014.
- Funds reported $10.6B of FirstEnergy stock for Q2 2014, up 1.9% quarter-over-quarter.
- 56 funds opened new FirstEnergy positions in Q2 2014 and 45 closed out, a net change of +11 holders.
- The largest FirstEnergy buyer in Q2 2014 was Norges Bank, an estimated $121M added.
- The largest FirstEnergy seller in Q2 2014 was JP Morgan Chase, an estimated $194M sold.
Based on aggregated 13F filings for Q2 2014.