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Public Service Enterprise Group
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607 hedge funds and large institutions have $12.5B invested in Public Service Enterprise Group in 2014 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 207 increasing their positions, 224 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

97% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 35

56% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $7.96M

18% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.91B)

5% more funds holding

Funds holding: 577 → 607 (+30)

0.58% less ownership

Funds ownership: 65.54% → 64.96% (-0.58%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 224

Holders
607
Holders Change
+30
Holders Change %
+5.2%
% of All Funds
17.53%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
69
Increased
207
Reduced
224
Closed
35
Calls
$12.4M
Puts
$7.96M
Net Calls
+$4.45M
Net Calls Change
-$12.1M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$187M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$139M
3
CBOA
Commonwealth Bank of Australia
Australia
+$61.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$27.6M
5
Principal Financial Group
Principal Financial Group
Iowa
+$24.8M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$201M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$138M
3
IG
ING Group
Netherlands
-$68.1M
4
SB
Suntrust Banks
Georgia
-$60.7M
5
BIM
BlackRock Investment Management
Delaware
-$57.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
526
Davidson Investment Advisors
Montana
$114K – – –
OFS
527
Orrstown Financial Services
Pennsylvania
$114K – – –
PSUF
528
People's United Financial
Connecticut
$111K -$19K -550 -16%
HI
529
Hudock Inc
Pennsylvania
$111K +$207 +6 +0.2%
CTC
530
Central Trust Company
Missouri
$109K -$5.8K -168 -6%
GLI
531
Guardian Life Insurance
New York
$109K -$242 -7 -0.2%
HFM
532
Hartford Financial Management
Connecticut
$107K – – –
FMII
533
Farmers & Merchants Investments Inc
Nebraska
$103K – – –
VNB
534
Valley National Bancorp
New York
$101K – – –
PSC
535
Prentiss Smith & Co
Vermont
$84K – – –
ATC
536
Adirondack Trust Company
New York
$83K +$74.7K +2,164 New
SNT
537
Security National Trust
West Virginia
$82K +$65.6K +1,900 +714%
SAMC
538
Shinko Asset Management Company
Japan
$78K -$8.7K -252 -11%
PFSC
539
Peoples Financial Services Corp
Pennsylvania
$72K – – –
AR
540
Advisory Research
Illinois
$72K +$64.8K +1,878 New
SF
541
Synovus Financial
Georgia
$69K – – –
FFC
542
First Financial Corp
Indiana
$68K – – –
CFN
543
Cordasco Financial Network
Florida
$66K – – –
FMLI
544
Fukoku Mutual Life Insurance
Japan
$65K – – –
WRM
545
Westport Resources Management
Connecticut
$64K – – –
MIC
546
MU Investments Company
Japan
$56K – – –
EAMA
547
EFG Asset Management (Americas)
Florida
$54K -$42.4K -1,229 -46%
WC
548
Whitnell & Co
Illinois
$53K – – –
S
549
SignatureFD
Georgia
$53K +$380 +11 +0.8%
W
550
Wealthfront
California
$52K +$47.7K +1,382 New
20 21
22
23 24

PEG Hedge Fund Activity: Q1 2014 in Review

607 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2014, worth a combined $12.5B — up 18% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PEG positions and 35 closed out — a net gain of 34 holders — while 207 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $187M. The largest seller was BlackRock Advisors, cutting an estimated $201M.

  • 607 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2014, up from 577 in Q4 2013.
  • Funds reported $12.5B of Public Service Enterprise Group stock for Q1 2014, up 18% quarter-over-quarter.
  • 69 funds opened new Public Service Enterprise Group positions in Q1 2014 and 35 closed out, a net change of +34 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2014 was JP Morgan Chase, an estimated $187M added.
  • The largest Public Service Enterprise Group seller in Q1 2014 was BlackRock Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2014.