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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
BKBG
276
BHF Kleinwort Benson Group
Belgium
$1.77M +$2.24M +65,000 New
LFR
277
Lehman Financial Resources
Pennsylvania
$1.76M – – –
TMAM
278
Tokio Marine Asset Management
Japan
$1.75M -$292K -8,462 -16%
SAM
279
Securian Asset Management
Minnesota
$1.74M +$2.24K +65 +0.1%
LTFS
280
Ladenburg Thalmann Financial Services
Florida
$1.73M +$87.2K +2,525 +6%
AAM
281
Advisors Asset Management
Colorado
$1.73M -$28.9K -838 -2%
EIP
282
Energy Income Partners
Connecticut
$1.73M +$1.57M +45,331 New
ERSOT
283
Employees Retirement System of Texas
Texas
$1.72M -$760K -22,000 -33%
SLI
284
Sumitomo Life Insurance
Japan
$1.68M +$1.52M +44,119 New
OAC
285
OMERS Administration Corp
Ontario, Canada
$1.68M +$1.52M +44,100 New
P
286
Pitcairn
Pennsylvania
$1.66M +$35.5K +1,027 +2%
SFI
287
SPC Financial Inc
Maryland
$1.64M +$22.4K +650 +2%
CC
288
Curian Capital
Colorado
$1.62M -$49.1K -1,422 -3%
KIA
289
KCM Investment Advisors
California
$1.61M -$19.1K -554 -1%
KRS
290
Kentucky Retirement Systems
Kentucky
$1.6M +$6.63K +192 +0.5%
RC
291
RegentAtlantic Capital
New Jersey
$1.55M -$498K -14,439 -26%
LSERS
292
Louisiana State Employees Retirement System
Louisiana
$1.53M -$20.7K -600 -1%
TF
293
Tompkins Financial
New York
$1.52M +$69.2K +2,003 +5%
RFC
294
Regions Financial Corp
Alabama
$1.51M -$143K -4,149 -9%
SSIA
295
Spero-Smith Investment Advisers
Ohio
$1.51M -$30.2K -875 -2%
MCM
296
Murphy Capital Management
New Jersey
$1.49M -$8.63K -250 -0.6%
ANI
297
American National Insurance
Texas
$1.47M – – –
Neuberger Berman Group
298
Neuberger Berman Group
New York
$1.46M +$119K +3,450 +10%
PIP
299
Palisades Investment Partners
California
$1.45M +$1.31M +37,900 New
Creative Planning
300
Creative Planning
Kansas
$1.43M +$169K +4,904 +15%
10 11
12
13 14

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.