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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
Adage Capital Partners
26
Adage Capital Partners
Massachusetts
$129M +$97.9M +1,819,300 +279%
DPIM
27
Duff & Phelps Investment Management
Illinois
$122M -$233K -4,337 -0.2%
UBS AM
28
UBS AM
Illinois
$119M -$22.2M -411,834 -15%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$118M +$44.3M +823,057 +57%
ZP
30
Zimmer Partners
New York
$117M +$68.6M +1,275,000 +131%
Wells Fargo
31
Wells Fargo
California
$115M -$2.73M -50,796 -2%
PG
32
Pendal Group
Australia
$113M +$6.78M +126,024 +5%
Charles Schwab
33
Charles Schwab
California
$112M +$3.63M +67,506 +3%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$106M +$14.5M +269,877 +15%
Renaissance Technologies
35
Renaissance Technologies
New York
$98M +$14.5M +269,484 +17%
AL
36
AJO LP
Pennsylvania
$96.9M +$648K +12,034 +0.7%
UH
37
Unigestion Holding
Switzerland
$95.1M +$17.8M +330,743 +22%
Morgan Stanley
38
Morgan Stanley
New York
$91.7M -$3.01M -55,880 -3%
Balyasny Asset Management
39
Balyasny Asset Management
Illinois
$87.8M +$37.9M +703,719 +72%
Swiss National Bank
40
Swiss National Bank
Switzerland
$85.5M +$1.61M +29,900 +2%
PPA
41
Parametric Portfolio Associates
Washington
$85.4M -$12.6M -234,260 -12%
Canada Pension Plan Investment Board
42
Canada Pension Plan Investment Board
Ontario, Canada
$78.5M +$10.2M +190,300 +14%
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$75.8M -$211K -3,927 -0.3%
TA
44
Teachers Advisors
New York
$75.6M +$1.22M +22,632 +2%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$74.5M -$16.2M -301,581 -17%
H
46
Hexavest
Quebec, Canada
$69.3M +$25.7M +476,609 +56%
CS
47
Credit Suisse
Switzerland
$68.2M +$356K +6,608 +0.5%
Barclays
48
Barclays
United Kingdom
$67.8M +$4.85M +90,115 +7%
First Trust Advisors
49
First Trust Advisors
Illinois
$63.1M +$6.48M +120,284 +11%
Dimensional Fund Advisors
50
Dimensional Fund Advisors
Texas
$60.4M +$3.93M +72,965 +7%

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.