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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
GFPC
401
Global Financial Private Capital
Florida
$778K -$6.69M -124,369 -89%
NG
402
Northstar Group
New York
$768K -$36.9K -686 -4%
VNA
403
Valley National Advisers
Pennsylvania
$765K +$2.53K +47 +0.3%
FMTCOCP
404
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$762K +$15K +279 +2%
FT
405
Fiduciary Trust
Massachusetts
$749K -$37.3K -692 -5%
PGWM
406
Parisi Gray Wealth Management
New Jersey
$747K
Group One Trading
407
Group One Trading
Illinois
$741K +$766K +14,227 New
SVWA
408
Sound View Wealth Advisors
Georgia
$722K +$747K +13,876 New
LFAS
409
Level Four Advisory Services
Texas
$721K -$141K -2,618 -16%
UCFA
410
United Capital Financial Advisors
Texas
$713K +$55.8K +1,036 +8%
MERSOM
411
Municipal Employees' Retirement System of Michigan
Michigan
$697K +$721K +13,390 New
V
412
Veritable
Delaware
$696K -$64K -1,188 -8%
LOAMS
413
Lombard Odier Asset Management (Switzerland)
Switzerland
$695K -$637K -11,830 -47%
BFM
414
Boothbay Fund Management
New York
$693K +$29.6K +549 +4%
MWNA
415
Marshall Wace North America
New York
$682K +$706K +13,110 New
FWCM
416
Ferguson Wellman Capital Management
Oregon
$680K -$16.3K -303 -2%
AEPG
417
American Economic Planning Group
New Jersey
$678K +$700 +13 +0.1%
FA
418
FCG Advisors
New Jersey
$669K -$2.64K -49 -0.4%
FANJ
419
Financial Architects (New Jersey)
New Jersey
$668K -$1.78K -33 -0.3%
SS
420
Simplicity Solutions
Minnesota
$662K +$137K +2,552 +25%
CPIA
421
Cornell Pochily Investment Advisors
New York
$650K -$24K -445 -3%
SAM
422
Silvercrest Asset Management
New York
$650K +$1.18K +22 +0.2%
TAM
423
Tocqueville Asset Management
New York
$634K
JCM
424
Jacobi Capital Management
Pennsylvania
$633K +$322K +5,975 +97%
FB
425
Fulton Bank
Pennsylvania
$621K -$964K -17,915 -60%

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.