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Public Service Enterprise Group

824 hedge funds and large institutions have $17.9B invested in Public Service Enterprise Group in 2018 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 260 increasing their positions, 292 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $63M | Put options by funds: $9.65M

35% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 78

2% more funds holding

Funds holding: 806824 (+18)

0.6% more ownership

Funds ownership: 68.74%69.34% (+0.6%)

2% less capital invested

Capital invested by funds: $18.3B → $17.9B (-$340M)

11% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 292

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
824
Holders Change
+18
Holders Change %
+2.23%
% of All Funds
18.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
105
Increased
260
Reduced
292
Closed
78
Calls
$63M
Puts
$9.65M
Net Calls
+$53.4M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
376
Daiwa Securities Group
Japan
$971K -$264K -4,900 -21%
MC
377
Miles Capital
Iowa
$966K -$2.1K -39 -0.2%
Northwestern Mutual Wealth Management
378
Northwestern Mutual Wealth Management
Wisconsin
$955K -$5.33K -99 -0.5%
SDIC
379
South Dakota Investment Council
South Dakota
$953K
AAS
380
Avantax Advisory Services
Texas
$950K +$983K +18,269 New
Assenagon Asset Management
381
Assenagon Asset Management
Luxembourg
$936K -$10.9M -201,682 -92%
OFS
382
Orrstown Financial Services
Pennsylvania
$935K -$32K -595 -3%
JMPWA
383
JP Morgan Private Wealth Advisors
California
$913K +$20.8K +386 +2%
BTNA
384
Bremer Trust National Association
Minnesota
$908K +$503K +9,335 +115%
JG
385
Jefferies Group
New York
$900K -$2.79M -51,823 -75%
CAN
386
Cetera Advisor Networks
California
$895K -$98.1K -1,822 -10%
BWA
387
BDO Wealth Advisors
Florida
$863K -$34.8K -646 -4%
PTC
388
Philadelphia Trust Company
Pennsylvania
$855K +$116K +2,155 +15%
FAAS
389
First Allied Advisory Services
California
$854K -$272K -5,061 -24%
BMO
390
Beck Mack & Oliver
New York
$854K
BCM
391
Brookstone Capital Management
Illinois
$833K +$754 +14 +0.1%
PWMG
392
Prestige Wealth Management Group
New Jersey
$809K +$837K +15,550 New
VEA
393
Virtus ETF Advisers
New York
$806K
FTIOP
394
Fiduciary Trust International of Pennsylvania
Pennsylvania
$805K -$11.6K -216 -1%
PSUF
395
People's United Financial
Connecticut
$794K +$246K +4,577 +43%
Holocene Advisors
396
Holocene Advisors
New York
$792K +$545K +10,116 +198%
BLAM
397
Bourne Lent Asset Management
New York
$787K
GWM
398
Geneos Wealth Management
Colorado
$780K -$51.7K -960 -6%
CI
399
Cigna Investments
Connecticut
$780K +$2.64K +49 +0.3%
RCAMU
400
Rothschild & Co Asset Management US
Connecticut
$778K -$33M -612,280 -98%

PEG Hedge Fund Activity: Q4 2018 in Review

824 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2018, worth a combined $17.9B — down 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new PEG positions and 78 closed out — a net gain of 27 holders — while 260 added to existing stakes and 292 trimmed.

The largest buyer was Capital World Investors, adding an estimated $421M. The largest seller was Federated Hermes, cutting an estimated $205M.

  • 824 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2018, up from 806 in Q3 2018.
  • Funds reported $17.9B of Public Service Enterprise Group stock for Q4 2018, down 1.9% quarter-over-quarter.
  • 105 funds opened new Public Service Enterprise Group positions in Q4 2018 and 78 closed out, a net change of +27 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2018 was Capital World Investors, an estimated $421M added.
  • The largest Public Service Enterprise Group seller in Q4 2018 was Federated Hermes, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2018.