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Public Service Enterprise Group

815 hedge funds and large institutions have $15.5B invested in Public Service Enterprise Group in 2020 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 284 increasing their positions, 312 reducing their positions, and 129 closing their positions.

New
Increased
Maintained
Reduced
Closed

279% more call options, than puts

Call options by funds: $16.8M | Put options by funds: $4.44M

0.8% less ownership

Funds ownership: 69.48%68.68% (-0.8%)

9% less repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 312

7% less funds holding

Funds holding: 876815 (-61)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

25% less capital invested

Capital invested by funds: $20.7B → $15.5B (-$5.21B)

42% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 129

Holders
815
Holders Change
-61
Holders Change %
-6.96%
% of All Funds
17.96%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.13%
New
75
Increased
284
Reduced
312
Closed
129
Calls
$16.8M
Puts
$4.44M
Net Calls
+$12.4M
Net Calls Change
-$32.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$110M -$14M -259,789 -10%
UBS AM
27
UBS AM
Illinois
$109M +$12.5M +232,276 +11%
Charles Schwab
28
Charles Schwab
California
$107M +$2.24M +41,434 +2%
N
29
Nuveen
North Carolina
$106M +$4.66M +86,344 +4%
DPIM
30
Duff & Phelps Investment Management
Illinois
$99.2M -$6.76M -125,175 -5%
Deutsche Bank
31
Deutsche Bank
Germany
$96.5M +$18.5M +342,902 +19%
Sumitomo Mitsui Trust Group
32
Sumitomo Mitsui Trust Group
Japan
$93M +$6.14M +113,699 +6%
PG
33
Pendal Group
Australia
$90.4M +$446K +8,264 +0.4%
Swiss National Bank
34
Swiss National Bank
Switzerland
$88.2M +$19.9M +368,500 +23%
Renaissance Technologies
35
Renaissance Technologies
New York
$87.6M +$26M +482,136 +33%
UH
36
Unigestion Holding
Switzerland
$85.6M +$103M +1,907,192 New
Wells Fargo
37
Wells Fargo
California
$84.7M -$16.4M -304,339 -14%
Ameriprise
38
Ameriprise
Minnesota
$77.3M +$15.9M +294,486 +21%
Two Sigma Investments
39
Two Sigma Investments
New York
$75M -$51.6M -954,646 -36%
PPA
40
Parametric Portfolio Associates
Washington
$73.4M -$3.91M -72,405 -4%
Citadel Advisors
41
Citadel Advisors
Florida
$71.2M +$18.7M +345,576 +28%
WHRC
42
W.H. Reaves & Co
New Jersey
$70.5M -$2.76M -51,182 -3%
CVA
43
Ceredex Value Advisors
Florida
$70.3M +$11.7M +217,000 +16%
Morgan Stanley
44
Morgan Stanley
New York
$69.6M -$14.5M -268,826 -15%
APG Asset Management
45
APG Asset Management
Netherlands
$68.3M +$9.57M +177,100 +13%
First Trust Advisors
46
First Trust Advisors
Illinois
$62.8M -$10.9M -201,399 -13%
Dimensional Fund Advisors
47
Dimensional Fund Advisors
Texas
$59.2M +$3.84M +71,061 +6%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$51.5M -$6.68M -123,737 -10%
AAMU
49
Amundi Asset Management US
Massachusetts
$50.3M -$5.99M -110,859 -6%
Prudential Financial
50
Prudential Financial
New Jersey
$48.1M +$30.1M +557,957 +109%

PEG Hedge Fund Activity: Q1 2020 in Review

815 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2020, worth a combined $15.5B — down 25% from $20.7B a quarter earlier.

Sellers outnumbered buyers: 129 funds closed out of PEG and 75 opened new positions — a net loss of 54 holders — while 312 trimmed existing stakes and 284 added.

The largest buyer was BlackRock, adding an estimated $188M. The largest seller was Capital World Investors, cutting an estimated $803M.

  • 815 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2020, down from 876 in Q4 2019.
  • Funds reported $15.5B of Public Service Enterprise Group stock for Q1 2020, down 25% quarter-over-quarter.
  • 75 funds opened new Public Service Enterprise Group positions in Q1 2020 and 129 closed out, a net change of -54 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2020 was BlackRock, an estimated $188M added.
  • The largest Public Service Enterprise Group seller in Q1 2020 was Capital World Investors, an estimated $803M sold.

Based on aggregated 13F filings for Q1 2020.