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Public Service Enterprise Group

801 hedge funds and large institutions have $18.9B invested in Public Service Enterprise Group in 2018 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 239 increasing their positions, 309 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more call options, than puts

Call options by funds: $68.9M | Put options by funds: $14.3M

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

9% more capital invested

Capital invested by funds: $17.4B → $18.9B (+$1.5B)

2% more funds holding

Funds holding: 787801 (+14)

0.39% more ownership

Funds ownership: 68.93%69.32% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

23% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 309

Holders
801
Holders Change
+14
Holders Change %
+1.78%
% of All Funds
18.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
77
Increased
239
Reduced
309
Closed
56
Calls
$68.9M
Puts
$14.3M
Net Calls
+$54.6M
Net Calls Change
-$865K
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
501
Cetera Investment Advisers
Illinois
$394K -$10.1K -197 -3%
TFA
502
Transamerica Financial Advisors
Florida
$391K -$38.4K -748 -9%
SGI
503
Summit Global Investments
Utah
$389K -$9M -175,171 -96%
FNBT
504
FineMark National Bank & Trust
Florida
$387K -$32.4K -630 -8%
DAC
505
Dividend Assets Capital
South Carolina
$383K
NB
506
NBT Bank
New York
$381K -$29.1K -566 -7%
TAM
507
Todd Asset Management
Kentucky
$381K +$94K +1,830 +35%
Mackenzie Financial
508
Mackenzie Financial
Ontario, Canada
$381K +$121K +2,359 +50%
CWM
509
Chesapeake Wealth Management
Virginia
$378K -$15.9K -310 -4%
HAG
510
HighPoint Advisor Group
Illinois
$378K -$12.8K -249 -3%
CCA
511
Checchi Capital Advisers
California
$376K +$22.9K +446 +7%
CCM
512
Cribstone Capital Management
Maine
$373K
CT
513
Cambridge Trust
Massachusetts
$373K +$354K +6,896 New
TBA
514
Tower Bridge Advisors
Pennsylvania
$371K
PAM
515
Premier Asset Management
Illinois
$364K
CIA
516
ClearBridge Investments (Australia)
Australia
$358K +$68.5K +1,333 +25%
ACI
517
Alpha Cubed Investments
California
$349K
FWIA
518
Fort Washington Investment Advisors
Ohio
$347K
WJA
519
Williams Jones & Associates
New York
$347K
FNT
520
First National Trust
Pennsylvania
$346K
LWAC
521
Laurel Wealth Advisors (California)
California
$344K
TC
522
Truvestments Capital
Florida
$344K +$327K +6,354 New
MWPCG
523
Measured Wealth Private Client Group
New Hampshire
$343K +$326K +6,338 New
SFI
524
SPC Financial Inc
Maryland
$342K
DC
525
Davenport & Co
Virginia
$342K +$23.3K +454 +8%

PEG Hedge Fund Activity: Q2 2018 in Review

801 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2018, worth a combined $18.9B — up 8.6% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PEG positions and 56 closed out — a net gain of 21 holders — while 239 added to existing stakes and 309 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $304M. The largest seller was LSV Asset Management, cutting an estimated $154M.

  • 801 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2018, up from 787 in Q1 2018.
  • Funds reported $18.9B of Public Service Enterprise Group stock for Q2 2018, up 8.6% quarter-over-quarter.
  • 77 funds opened new Public Service Enterprise Group positions in Q2 2018 and 56 closed out, a net change of +21 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2018 was JP Morgan Chase, an estimated $304M added.
  • The largest Public Service Enterprise Group seller in Q2 2018 was LSV Asset Management, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2018.