We are live on ! Find out more
PEG icon

Public Service Enterprise Group

835 hedge funds and large institutions have $21.3B invested in Public Service Enterprise Group in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 305 increasing their positions, 299 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

986% more call options, than puts

Call options by funds: $73.6M | Put options by funds: $6.77M

5% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 61

2% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 299

1% more capital invested

Capital invested by funds: $20.9B → $21.3B (+$313M)

0.54% more ownership

Funds ownership: 69.9%70.43% (+0.54%)

1% less funds holding

Funds holding: 843835 (-8)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
835
Holders Change
-8
Holders Change %
-0.95%
% of All Funds
18.14%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.13%
New
64
Increased
305
Reduced
299
Closed
61
Calls
$73.6M
Puts
$6.77M
Net Calls
+$66.8M
Net Calls Change
-$4.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BLAM
401
Bourne Lent Asset Management
New York
$889K
MC
402
Machina Capital
France
$887K +$899K +15,086 New
UR
403
USCA RIA
Texas
$882K +$292K +4,895 +48%
3C
404
361 Capital
Colorado
$879K +$890K +14,945 New
PGWM
405
Parisi Gray Wealth Management
New Jersey
$854K -$1.55K -26 -0.2%
FT
406
Fiduciary Trust
Massachusetts
$851K
GWM
407
Geneos Wealth Management
Colorado
$849K -$10.9K -183 -1%
SVWAG
408
Sound View Wealth Advisors Group
Georgia
$830K +$841K +14,116 New
FMBTD
409
First Midwest Bank Trust Division
Illinois
$822K +$195K +3,280 +31%
Truist Financial
410
Truist Financial
North Carolina
$816K -$133K -2,226 -14%
CI
411
Cigna Investments
Connecticut
$810K -$23.8K -400 -3%
NG
412
Northstar Group
New York
$806K -$5.96K -100 -0.7%
UCFA
413
United Capital Financial Advisors
Texas
$795K +$36.6K +614 +5%
FANJ
414
Financial Architects (New Jersey)
New Jersey
$794K +$39.1K +657 +5%
OAM
415
Occidental Asset Management
California
$792K +$51.5K +865 +7%
JCM
416
Jacobi Capital Management
Pennsylvania
$780K +$63.6K +1,068 +9%
RIA
417
Realta Investment Advisors
Delaware
$780K +$753K +12,635 +1,996%
JIC
418
Johnson Investment Counsel
Ohio
$776K +$516K +8,669 +191%
LCM
419
Leisure Capital Management
California
$773K +$34.1K +572 +5%
FWCM
420
Ferguson Wellman Capital Management
Oregon
$768K
AEPG
421
American Economic Planning Group
New Jersey
$767K +$417 +7 +0.1%
V
422
Veritable
Delaware
$766K -$38.4K -645 -5%
Mariner
423
Mariner
Kansas
$763K +$104K +1,740 +15%
FAAS
424
First Allied Advisory Services
California
$753K -$5.84K -98 -0.8%
FA
425
FCG Advisors
New Jersey
$747K +$82K +1,377 +12%

PEG Hedge Fund Activity: Q2 2019 in Review

835 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2019, worth a combined $21.3B — up 1.5% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PEG positions and 61 closed out — a net gain of 3 holders — while 305 added to existing stakes and 299 trimmed.

The largest buyer was Nuveen, adding an estimated $144M. The largest seller was AQR Capital Management, cutting an estimated $129M.

  • 835 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2019, down from 843 in Q1 2019.
  • Funds reported $21.3B of Public Service Enterprise Group stock for Q2 2019, up 1.5% quarter-over-quarter.
  • 64 funds opened new Public Service Enterprise Group positions in Q2 2019 and 61 closed out, a net change of +3 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2019 was Nuveen, an estimated $144M added.
  • The largest Public Service Enterprise Group seller in Q2 2019 was AQR Capital Management, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2019.