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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
ECM
451
Evergreen Capital Management
Washington
$643K +$3.03K +50 +0.5%
William Blair & Company
452
William Blair & Company
Illinois
$643K +$7.09K +117 +1%
ACM
453
Argyle Capital Management
Pennsylvania
$638K
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$636K -$182 -3 -0%
TAM
455
Townsend Asset Management
North Carolina
$631K +$648K +10,691 New
Fisher Asset Management
456
Fisher Asset Management
Washington
$630K +$376K +6,209 +139%
PSUF
457
People's United Financial
Connecticut
$627K -$19.3K -318 -3%
TNBTD
458
Trustmark National Bank Trust Department
Mississippi
$622K +$148K +2,438 +30%
AWM
459
Affinity Wealth Management
Delaware
$620K
TCA
460
Transcend Capital Advisors
New Jersey
$620K +$637K +10,502 New
WF
461
Welch & Forbes
Massachusetts
$619K +$261K +4,298 +69%
HTC
462
Haverford Trust Company
Pennsylvania
$609K -$32.7K -540 -5%
SRC
463
Shufro Rose & Co
New York
$604K
MBT
464
Montecito Bank & Trust
California
$604K +$56.1K +925 +10%
IWM
465
IHT Wealth Management
Illinois
$603K +$329K +5,427 +114%
Credit Agricole
466
Credit Agricole
France
$591K
NSEDCP
467
NJ State Employees Deferred Compensation Plan
New Jersey
$591K
SF
468
Synovus Financial
Georgia
$591K +$31.3K +516 +5%
KTM
469
Keeler Thomas Management
Utah
$590K
FAAS
470
First Allied Advisory Services
California
$588K -$34.3K -566 -5%
HI
471
Horizon Investments
North Carolina
$586K +$407K +6,709 +209%
DZ Bank
472
DZ Bank
Germany
$585K
TCA
473
Tortoise Capital Advisors
Kansas
$581K +$596K +9,841 New
PWM
474
Perigon Wealth Management
California
$579K +$1.15K +19 +0.2%
JCM
475
Jacobi Capital Management
Pennsylvania
$578K +$3.46K +57 +0.6%

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.