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Public Service Enterprise Group

734 hedge funds and large institutions have $14.9B invested in Public Service Enterprise Group in 2017 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 270 increasing their positions, 262 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

33% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 46

16% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $15.3M

3% more repeat investments, than reductions

Existing positions increased: 270 | Existing positions reduced: 262

2% more capital invested

Capital invested by funds: $14.7B → $14.9B (+$257M)

0% more funds holding

Funds holding: 731734 (+3)

0.37% more ownership

Funds ownership: 66.17%66.55% (+0.37%)

Holders
734
Holders Change
+3
Holders Change %
+0.41%
% of All Funds
18.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
61
Increased
270
Reduced
262
Closed
46
Calls
$17.7M
Puts
$15.3M
Net Calls
+$2.46M
Net Calls Change
-$11.4M
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$102M -$17.9M -406,384 -15%
Wells Fargo
27
Wells Fargo
California
$99.2M +$12.6M +286,496 +15%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$96.1M +$1.77M +40,125 +2%
EIP
29
Energy Income Partners
Connecticut
$90.7M +$4.53M +102,568 +5%
UBS AM
30
UBS AM
Illinois
$87.6M +$7.22M +163,629 +9%
Prudential Financial
31
Prudential Financial
New Jersey
$83.8M -$82M -1,857,886 -50%
DPIM
32
Duff & Phelps Investment Management
Illinois
$79.8M
Swiss National Bank
33
Swiss National Bank
Switzerland
$79.5M +$16.9M +383,400 +27%
HCM
34
Hamlin Capital Management
New York
$79.2M +$14.4M +325,840 +22%
Deutsche Bank
35
Deutsche Bank
Germany
$77.2M -$35.5M -805,078 -32%
Caisse de Depot et Placement du Quebec (CDPQ)
36
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$75.9M +$43.1M +976,720 +133%
Charles Schwab
37
Charles Schwab
California
$75.2M +$4.64M +105,143 +7%
Morgan Stanley
38
Morgan Stanley
New York
$70.1M -$4.52M -102,311 -6%
WBC
39
Westpac Banking Corp
Australia
$65.3M +$6.09M +137,919 +10%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$65.2M -$1.37M -30,940 -2%
Ameriprise
41
Ameriprise
Minnesota
$65M -$56M -1,269,368 -46%
TA
42
Teachers Advisors
New York
$64.7M -$3M -68,010 -4%
TCIM
43
TIAA CREF Investment Management
New York
$63.5M -$9.75M -220,780 -13%
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$63.3M -$1.5M -33,999 -2%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$62.4M -$219K -4,952 -0.4%
PI
46
PGGM Investments
Netherlands
$62.2M -$3.78M -85,578 -6%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$60.3M -$1.92M -43,600 -3%
RCAMU
48
Rothschild & Co Asset Management US
Connecticut
$60M +$10.8M +244,674 +22%
Barclays
49
Barclays
United Kingdom
$59.4M +$22.3M +505,246 +61%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$57.9M +$1.89M +42,910 +3%

PEG Hedge Fund Activity: Q1 2017 in Review

734 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2017, worth a combined $14.9B — up 1.7% from $14.7B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new PEG positions and 46 closed out — a net gain of 15 holders — while 270 added to existing stakes and 262 trimmed.

The largest buyer was BlackRock, adding an estimated $2.08B. The largest seller was Prudential Financial, cutting an estimated $82M.

  • 734 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2017, up from 731 in Q4 2016.
  • Funds reported $14.9B of Public Service Enterprise Group stock for Q1 2017, up 1.7% quarter-over-quarter.
  • 61 funds opened new Public Service Enterprise Group positions in Q1 2017 and 46 closed out, a net change of +15 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2017 was BlackRock, an estimated $2.08B added.
  • The largest Public Service Enterprise Group seller in Q1 2017 was Prudential Financial, an estimated $82M sold.

Based on aggregated 13F filings for Q1 2017.