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Public Service Enterprise Group

701 hedge funds and large institutions have $15.7B invested in Public Service Enterprise Group in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 266 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $51.8M | Put options by funds: $14.2M

200% more funds holding in top 10

Funds holding in top 10: 412 (+8)

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

15% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 232

2% more funds holding

Funds holding: 688701 (+13)

0.51% more ownership

Funds ownership: 67.68%68.19% (+0.51%)

3% less capital invested

Capital invested by funds: $16.2B → $15.7B (-$413M)

Holders
701
Holders Change
+13
Holders Change %
+1.89%
% of All Funds
18.68%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.32%
New
73
Increased
266
Reduced
232
Closed
53
Calls
$51.8M
Puts
$14.2M
Net Calls
+$37.6M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
526
Arbor Investment Advisors
North Carolina
$283K
DK
527
Darrell & King
Virginia
$283K
SCM
528
Schnieders Capital Management
California
$273K +$246K +5,800 New
EFS
529
Essex Financial Services
Connecticut
$272K
Nomura Holdings
530
Nomura Holdings
Japan
$271K -$219K -5,145 -47%
ACI
531
Alpha Cubed Investments
California
$269K -$19.1K -450 -7%
SPC
532
Sigma Planning Corp
Michigan
$268K -$94.6K -2,226 -28%
UAS
533
United Asset Strategies
New York
$266K
WF
534
Welch & Forbes
Massachusetts
$266K
ARMT
535
Amica Retiree Medical Trust
Rhode Island
$264K
DSC
536
Duncker Streett & Co
Missouri
$264K
NAMA
537
Nikko Asset Management Americas
New York
$256K +$234K +5,500 New
Fidelity International
538
Fidelity International
Bermuda
$255K
WAM
539
Wealthspire Advisors (Maryland)
Maryland
$245K -$10.5K -247 -5%
CC
540
Courier Capital
New York
$245K
BSW
541
Buckingham Strategic Wealth
Missouri
$245K +$220K +5,190 New
BAS
542
Brown Advisory Securities
Maryland
$243K +$219K +5,155 New
AWE
543
Avidian Wealth Enterprises
Texas
$238K +$215K +5,055 New
NPC
544
National Planning Corporation
California
$237K -$409K -9,621 -65%
MCM
545
McRae Capital Management
New Jersey
$236K +$212K +5,000 New
AWM
546
Avior Wealth Management
Nebraska
$231K
CWM
547
Concert Wealth Management
California
$231K +$207K +4,882 New
FAM
548
Fenimore Asset Management
New York
$231K +$208K +4,901 New
PWMAG
549
Pinnacle Wealth Management Advisory Group
New Jersey
$230K +$207K +4,871 New
1GA
550
1st Global Advisors
Texas
$229K +$206K +4,859 New

PEG Hedge Fund Activity: Q1 2016 in Review

701 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2016, worth a combined $15.7B — down 2.6% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PEG positions and 53 closed out — a net gain of 20 holders — while 266 added to existing stakes and 232 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $239M. The largest seller was Franklin Resources, cutting an estimated $157M.

  • 701 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2016, up from 688 in Q4 2015.
  • Funds reported $15.7B of Public Service Enterprise Group stock for Q1 2016, down 2.6% quarter-over-quarter.
  • 73 funds opened new Public Service Enterprise Group positions in Q1 2016 and 53 closed out, a net change of +20 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2016 was Royal London Asset Management, an estimated $239M added.
  • The largest Public Service Enterprise Group seller in Q1 2016 was Franklin Resources, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2016.