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Public Service Enterprise Group

876 hedge funds and large institutions have $20.7B invested in Public Service Enterprise Group in 2019 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 304 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,433% more call options, than puts

Call options by funds: $48.3M | Put options by funds: $3.15M

187% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 46

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

13% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 268

9% more funds holding

Funds holding: 807876 (+69)

0.76% less ownership

Funds ownership: 70.25%69.48% (-0.76%)

6% less capital invested

Capital invested by funds: $22B → $20.7B (-$1.29B)

Holders
876
Holders Change
+69
Holders Change %
+8.55%
% of All Funds
17.26%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
132
Increased
304
Reduced
268
Closed
46
Calls
$48.3M
Puts
$3.15M
Net Calls
+$45.2M
Net Calls Change
-$8.22M
Name Holding Trade Value Shares
Change
Change in
Stake
BMO
401
Beck Mack & Oliver
New York
$968K
OAM
402
Optimal Asset Management
California
$968K +$994K +16,401 New
AAM
403
Advisors Asset Management
Colorado
$966K -$3.21K -53 -0.3%
OFS
404
Orrstown Financial Services
Pennsylvania
$943K -$12.5K -207 -1%
IMRF
405
Illinois Municipal Retirement Fund
Illinois
$943K +$968K +15,970 New
PTC
406
Philadelphia Trust Company
Pennsylvania
$942K -$16.9K -279 -2%
JWCA
407
J.W. Cole Advisors
Florida
$941K +$966K +15,937 New
OAM
408
Occidental Asset Management
California
$939K +$63K +1,039 +7%
WorldQuant Millennium Advisors
409
WorldQuant Millennium Advisors
New York
$934K +$53.3K +879 +6%
MC
410
Miles Capital
Iowa
$925K -$40.8K -673 -4%
APW
411
Aurora Private Wealth
New Jersey
$916K +$940K +15,504 New
CA
412
Calton & Associates
Florida
$899K +$209K +3,454 +29%
AP
413
Advisor Partners
California
$894K +$108K +1,781 +13%
BLAM
414
Bourne Lent Asset Management
New York
$893K
BRWA
415
B. Riley Wealth Advisors
Florida
$879K +$319K +5,258 +55%
FTIOP
416
Fiduciary Trust International of Pennsylvania
Pennsylvania
$860K -$14.3K -236 -2%
SIP
417
Stoneridge Investment Partners
Pennsylvania
$857K +$880K +14,516 New
NIM
418
NuWave Investment Management
New Jersey
$851K +$762K +12,568 +685%
OI
419
Oakbrook Investments
Illinois
$840K -$456K -7,526 -35%
II
420
Inspire Investing
Idaho
$833K -$1.27K -21 -0.1%
AMI
421
Amica Mutual Insurance
Rhode Island
$833K +$855K +14,114 New
V
422
Veritable
Delaware
$828K +$22.4K +370 +3%
PGWM
423
Parisi Gray Wealth Management
New Jersey
$826K -$12.1K -199 -1%
JIC
424
Johnson Investment Counsel
Ohio
$816K
MF
425
Magnetar Financial
Illinois
$809K +$831K +13,708 New

PEG Hedge Fund Activity: Q4 2019 in Review

876 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2019, worth a combined $20.7B — down 5.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new PEG positions and 46 closed out — a net gain of 86 holders — while 304 added to existing stakes and 268 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $115M. The largest seller was Capital World Investors, cutting an estimated $669M.

  • 876 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2019, up from 807 in Q3 2019.
  • Funds reported $20.7B of Public Service Enterprise Group stock for Q4 2019, down 5.8% quarter-over-quarter.
  • 132 funds opened new Public Service Enterprise Group positions in Q4 2019 and 46 closed out, a net change of +86 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2019 was D.E. Shaw & Co, an estimated $115M added.
  • The largest Public Service Enterprise Group seller in Q4 2019 was Capital World Investors, an estimated $669M sold.

Based on aggregated 13F filings for Q4 2019.