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Public Service Enterprise Group

657 hedge funds and large institutions have $14.1B invested in Public Service Enterprise Group in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 252 increasing their positions, 218 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $7.51M

16% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 218

2% more capital invested

Capital invested by funds: $13.7B → $14.1B (+$321M)

0.58% more ownership

Funds ownership: 65.82%66.39% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 59

2% less funds holding

Funds holding: 670657 (-13)

Holders
657
Holders Change
-13
Holders Change %
-1.94%
% of All Funds
17.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
55
Increased
252
Reduced
218
Closed
59
Calls
$22.2M
Puts
$7.51M
Net Calls
+$14.7M
Net Calls Change
-$599K
Name Holding Trade Value Shares
Change
Change in
Stake
MNBTD
476
Moody National Bank Trust Division
Texas
$327K
SPC
477
Sigma Planning Corp
Michigan
$323K -$9.48K -227 -3%
FCI
478
Financial Counselors Inc
Kansas
$319K
AEPG
479
American Economic Planning Group
New Jersey
$319K +$2.76K +66 +0.9%
WSFS
480
Wilmington Savings Fund Society
Delaware
$318K -$94.4K -2,261 -23%
FIM
481
Freedom Investment Management
Connecticut
$317K +$8.44K +202 +3%
NV
482
Nair Vinay
$316K +$315K +7,546 New
TBA
483
Train Babcock Advisors
New York
$310K
IH
484
IFC Holdings
Florida
$307K -$19K -454 -6%
JG
485
Jefferies Group
New York
$305K -$1.07M -25,726 -78%
FMBTD
486
First Midwest Bank Trust Division
Illinois
$303K
PTC
487
Philadelphia Trust Company
Pennsylvania
$301K
DC
488
Davenport & Co
Virginia
$294K -$46.9K -1,124 -14%
GW
489
GW & Wade
Massachusetts
$293K +$12K +287 +4%
MCM
490
Maryland Capital Management
Maryland
$290K +$20.3K +487 +8%
RMAM
491
Raab & Moskowitz Asset Management
New Jersey
$288K +$24K +575 +9%
WBG
492
Wharton Business Group
Pennsylvania
$286K -$1.04M -24,845 -78%
CNB
493
City National Bank
California
$285K +$2.42K +58 +0.9%
BBA
494
BLB&B Advisors
Pennsylvania
$284K -$16.7K -400 -6%
WT
495
Whittier Trust
California
$284K
DADC
496
D.A. Davidson & Co
Montana
$279K -$16.3K -390 -5%
CM
497
Churchill Management
California
$275K -$28.5K -683 -9%
Truist Financial
498
Truist Financial
North Carolina
$275K +$14.6K +349 +6%
ACI
499
Alpha Cubed Investments
California
$274K +$273K +6,547 New
AP
500
Advisor Partners
California
$273K +$5.26K +126 +2%

PEG Hedge Fund Activity: Q1 2015 in Review

657 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2015, worth a combined $14.1B — up 2.3% from $13.7B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of PEG and 55 opened new positions — a net loss of 4 holders — while 218 trimmed existing stakes and 252 added.

The largest buyer was AJO LP, adding an estimated $147M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $245M.

  • 657 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2015, down from 670 in Q4 2014.
  • Funds reported $14.1B of Public Service Enterprise Group stock for Q1 2015, up 2.3% quarter-over-quarter.
  • 55 funds opened new Public Service Enterprise Group positions in Q1 2015 and 59 closed out, a net change of -4 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2015 was AJO LP, an estimated $147M added.
  • The largest Public Service Enterprise Group seller in Q1 2015 was Barrow, Hanley, Mewhinney & Strauss, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2015.