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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
LCM
426
Leisure Capital Management
California
$615K +$5.54K +103 +0.9%
TC
427
Trilogy Capital
California
$612K -$39.9K -742 -6%
IA
428
IFP Advisors
Florida
$608K -$29.4K -547 -4%
AP
429
Advisor Partners
California
$605K +$29K +538 +5%
ZCA
430
Zeke Capital Advisors
Pennsylvania
$601K -$531K -9,864 -46%
KTM
431
Keeler Thomas Management
Utah
$598K
SRC
432
Shufro Rose & Co
New York
$590K -$37.7K -700 -6%
DIM
433
DC Investments Management
Virginia
$589K +$58.4K +1,084 +11%
BCM
434
BlueCrest Capital Management
Jersey
$589K +$609K +11,316 New
SW
435
SVB Wealth
Massachusetts
$578K -$56.6K -1,052 -9%
AWM
436
AE Wealth Management
Kansas
$576K -$411K -7,642 -41%
AAM
437
Advisors Asset Management
Colorado
$576K +$1.56K +29 +0.3%
RFC
438
Regions Financial Corp
Alabama
$572K -$31.8K -591 -5%
FMBTD
439
First Midwest Bank Trust Division
Illinois
$569K
CCMG
440
Clark Capital Management Group
Pennsylvania
$563K
AI
441
Atria Investments
North Carolina
$562K -$11.2K -208 -2%
ACM
442
Argyle Capital Management
Pennsylvania
$562K
BC
443
Burney Company
Virginia
$552K -$128K -2,387 -18%
ECM
444
Evergreen Capital Management
Washington
$547K +$1.56K +29 +0.3%
ACC
445
Accident Compensation Corp
New Zealand
$547K +$565K +10,500 New
AWM
446
Affinity Wealth Management
Delaware
$547K +$566K +10,506 New
FA
447
FDx Advisors
Illinois
$539K -$763K -14,168 -58%
FBT
448
First Bank & Trust
South Dakota
$532K -$582K -10,815 -51%
CI
449
Conning Inc
Connecticut
$527K -$57.6K -1,070 -10%
BIAS
450
Beacon Investment Advisory Services
New Jersey
$521K

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.