We are live on ! Find out more
PEG icon

Public Service Enterprise Group
PEG

607 hedge funds and large institutions have $12.5B invested in Public Service Enterprise Group in 2014 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 207 increasing their positions, 224 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

97% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 35

56% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $7.96M

18% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.91B)

5% more funds holding

Funds holding: 577 → 607 (+30)

0.58% less ownership

Funds ownership: 65.54% → 64.96% (-0.58%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 224

Holders
607
Holders Change
+30
Holders Change %
+5.2%
% of All Funds
17.53%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
69
Increased
207
Reduced
224
Closed
35
Calls
$12.4M
Puts
$7.96M
Net Calls
+$4.45M
Net Calls Change
-$12.1M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$187M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$139M
3
CBOA
Commonwealth Bank of Australia
Australia
+$61.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$27.6M
5
Principal Financial Group
Principal Financial Group
Iowa
+$24.8M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$201M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$138M
3
IG
ING Group
Netherlands
-$68.1M
4
SB
Suntrust Banks
Georgia
-$60.7M
5
BIM
BlackRock Investment Management
Delaware
-$57.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
LMGAM
251
Liberty Mutual Group Asset Management
Massachusetts
$2.29M +$297K +8,598 +17%
Calamos Advisors
252
Calamos Advisors
Illinois
$2.29M – – –
Zurich Cantonal Bank
253
Zurich Cantonal Bank
Switzerland
$2.23M +$1,000K +28,954 +98%
TCT
254
TIAA CREF Trust
Missouri
$2.23M +$515K +14,913 +34%
CB
255
Commerce Bank
Missouri
$2.19M -$133K -3,860 -6%
Citigroup
256
Citigroup
New York
$2.18M -$1.89M -54,799 -49%
LIA
257
LS Investment Advisors
Michigan
$2.17M +$94.4K +2,734 +5%
ZCM
258
Zebra Capital Management
Connecticut
$2.16M -$53.6K -1,552 -3%
Citadel Advisors
259
Citadel Advisors
Florida
$2.15M -$3.34M -96,662 -63%
BTS
260
BB&T Securities
Virginia
$2.12M +$192K +5,562 New
PI
261
Placemark Investments
Illinois
$2.1M -$2.9M -83,871 -60%
RJFSA
262
Raymond James Financial Services Advisors
Florida
$2.07M +$18.3K +530 +1%
SCM
263
SIR Capital Management
New York
$2.06M +$1.86M +53,900 New
AAM
264
Aberdeen Asset Management
United Kingdom
$2.04M – – –
NEAM
265
New England Asset Management
Connecticut
$2.03M -$51.8K -1,500 -3%
PA
266
Profund Advisors
Maryland
$2.03M +$440K +12,756 +32%
Natixis Advisors
267
Natixis Advisors
Massachusetts
$2.01M -$469K -13,580 -20%
N
268
Natixis
France
$1.94M +$265K +7,668 +18%
DA
269
Denali Advisors
California
$1.94M – – –
CPA
270
Court Place Advisors
Maryland
$1.93M +$552 +16 +0%
CONA
271
Capital One National Association
New York
$1.89M -$74.7K -2,165 -4%
CCT
272
Capital City Trust
Florida
$1.87M +$319K +9,231 +23%
BOH
273
Bank of Hawaii
Hawaii
$1.83M +$183K +5,290 +12%
RJT
274
Raymond James Trust
Florida
$1.82M +$132K +3,818 +9%
HT
275
HAP Trading
New York
$1.82M -$1.02M -29,666 -38%
9 10
11
12 13

PEG Hedge Fund Activity: Q1 2014 in Review

607 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2014, worth a combined $12.5B — up 18% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PEG positions and 35 closed out — a net gain of 34 holders — while 207 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $187M. The largest seller was BlackRock Advisors, cutting an estimated $201M.

  • 607 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2014, up from 577 in Q4 2013.
  • Funds reported $12.5B of Public Service Enterprise Group stock for Q1 2014, up 18% quarter-over-quarter.
  • 69 funds opened new Public Service Enterprise Group positions in Q1 2014 and 35 closed out, a net change of +34 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2014 was JP Morgan Chase, an estimated $187M added.
  • The largest Public Service Enterprise Group seller in Q1 2014 was BlackRock Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2014.