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Public Service Enterprise Group
PEG

731 hedge funds and large institutions have $14.7B invested in Public Service Enterprise Group in 2016 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 252 increasing their positions, 258 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $9.98M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

6% more funds holding

Funds holding: 688 → 731 (+43)

5% more capital invested

Capital invested by funds: $14B → $14.7B (+$681M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.35% less ownership

Funds ownership: 66.52% → 66.17% (-0.35%)

2% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 258

Holders
731
Holders Change
+43
Holders Change %
+6.25%
% of All Funds
18.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
97
Increased
252
Reduced
258
Closed
44
Calls
$23.8M
Puts
$9.98M
Net Calls
+$13.9M
Net Calls Change
-$5.13M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$104M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$85.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$84M
4
BFA
BlackRock Fund Advisors
California
+$80.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$314M
2
Ameriprise
Ameriprise
Minnesota
-$133M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$80.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$57.6M
5
AAMU
Amundi Asset Management US
Massachusetts
-$45.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MYAM
326
Meiji Yasuda Asset Management
Japan
$1.45M +$183K +4,380 +15%
NONA
327
Ninety One North America
New York
$1.45M -$15.9K -381 -1%
Cerity Partners
328
Cerity Partners
New York
$1.41M +$1.34M +32,037 New
CIBC World Market
329
CIBC World Market
Ontario, Canada
$1.41M +$1.34M +32,050 New
Baird Financial Group
330
Baird Financial Group
Wisconsin
$1.4M +$15.3K +366 +1%
BTNA
331
Bremer Trust National Association
Minnesota
$1.4M +$209K +5,003 +19%
LSERS
332
Louisiana State Employees Retirement System
Louisiana
$1.4M -$16.7K -400 -1%
FM
333
Foster & Motley
Ohio
$1.39M -$1.07M -25,671 -45%
NCM
334
Neumann Capital Management
California
$1.37M +$92.4K +2,215 +8%
ERSOT
335
Employees Retirement System of Texas
Texas
$1.36M – – –
SCCM
336
Schafer Cullen Capital Management
New York
$1.35M -$4.13K -99 -0.3%
SLI
337
Sumitomo Life Insurance
Japan
$1.35M +$28.5K +683 +2%
Verition Fund Management
338
Verition Fund Management
Connecticut
$1.33M +$975K +23,377 +342%
LAM
339
Lebenthal Asset Management
New York
$1.32M – – –
CC
340
Cognios Capital
Kansas
$1.28M +$1.22M +29,231 New
SO
341
STRS Ohio
Ohio
$1.27M -$99.5K -2,385 -8%
COPPSERS
342
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.27M +$4.38K +105 +0.4%
SM
343
Salzhauer Michael
$1.26M – – –
NIT
344
NumerixS Investment Technologies
British Columbia, Canada
$1.25M +$1.19M +28,598 New
Jacobs Levy Equity Management
345
Jacobs Levy Equity Management
New Jersey
$1.24M -$121K -2,900 -9%
AIL
346
AGF Investments LLC
Ontario, Canada
$1.23M +$1.17M +27,946 New
JFGIW
347
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.22M +$46.1K +1,105 +4%
LPT
348
Legacy Private Trust
Wisconsin
$1.17M -$1.82M -43,743 -62%
AMI
349
Amica Mutual Insurance
Rhode Island
$1.17M +$1.11M +26,606 New
WIC
350
Whitegate Investment Counselors
New Hampshire
$1.17M -$10.4K -250 -0.9%
12 13
14
15 16

PEG Hedge Fund Activity: Q4 2016 in Review

731 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2016, worth a combined $14.7B — up 4.9% from $14B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PEG positions and 44 closed out — a net gain of 53 holders — while 252 added to existing stakes and 258 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $314M.

  • 731 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2016, up from 688 in Q3 2016.
  • Funds reported $14.7B of Public Service Enterprise Group stock for Q4 2016, up 4.9% quarter-over-quarter.
  • 97 funds opened new Public Service Enterprise Group positions in Q4 2016 and 44 closed out, a net change of +53 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2016 was Millennium Management, an estimated $104M added.
  • The largest Public Service Enterprise Group seller in Q4 2016 was JP Morgan Chase, an estimated $314M sold.

Based on aggregated 13F filings for Q4 2016.