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Public Service Enterprise Group
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731 hedge funds and large institutions have $14.7B invested in Public Service Enterprise Group in 2016 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 252 increasing their positions, 258 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $9.98M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

6% more funds holding

Funds holding: 688 → 731 (+43)

5% more capital invested

Capital invested by funds: $14B → $14.7B (+$681M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.35% less ownership

Funds ownership: 66.52% → 66.17% (-0.35%)

2% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 258

Holders
731
Holders Change
+43
Holders Change %
+6.25%
% of All Funds
18.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
97
Increased
252
Reduced
258
Closed
44
Calls
$23.8M
Puts
$9.98M
Net Calls
+$13.9M
Net Calls Change
-$5.13M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$104M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$85.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$84M
4
BFA
BlackRock Fund Advisors
California
+$80.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$314M
2
Ameriprise
Ameriprise
Minnesota
-$133M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$80.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$57.6M
5
AAMU
Amundi Asset Management US
Massachusetts
-$45.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
II
526
IFM Investors
Australia
$281K +$267K +6,414 New
TF
527
Trutina Financial
Washington
$274K – – –
LNWWM
528
Laird Norton Wetherby Wealth Management
California
$273K +$259K +6,211 New
RMAM
529
Raab & Moskowitz Asset Management
New Jersey
$272K -$13.8K -330 -5%
RI
530
Ridgewood Investments
New Jersey
$272K +$258K +6,199 New
HFS
531
HL Financial Services
Kentucky
$271K -$12.5K -300 -5%
MRCM
532
M&R Capital Management
New Jersey
$270K – – –
HDIM
533
Hanson & Doremus Investment Management
Vermont
$269K – – –
Bessemer Group
534
Bessemer Group
New Jersey
$268K -$1.35M -32,296 -84%
TNBTD
535
Trustmark National Bank Trust Department
Mississippi
$268K +$15.3K +366 +6%
IWMPD
536
Integrated Wealth Management (Palm Desert)
California
$267K +$6.5K +156 +3%
MBT
537
Montecito Bank & Trust
California
$264K +$251K +6,012 New
OAM
538
Occidental Asset Management
California
$264K +$251K +6,025 New
AIA
539
Arbor Investment Advisors
North Carolina
$263K – – –
DK
540
Darrell & King
Virginia
$263K – – –
AT
541
Arden Trust
Delaware
$262K +$41.8K +1,003 +20%
DC
542
Davenport & Co
Virginia
$261K -$3.92K -94 -2%
ACI
543
Alpha Cubed Investments
California
$259K +$20.9K +500 +9%
SFI
544
SPC Financial Inc
Maryland
$259K +$247K +5,912 New
BWFA
545
Baltimore-Washington Financial Advisors
Maryland
$258K +$31.9K +764 +15%
MHS
546
M Holdings Securities
Oregon
$257K -$10.8K -260 -4%
NA
547
NewEdge Advisors
Louisiana
$255K +$26K +623 +12%
BRC
548
Bell Rock Capital
Delaware
$255K +$243K +5,823 New
BBA
549
BLB&B Advisors
Pennsylvania
$250K +$1.5K +36 +0.6%
PM
550
Parametrica Management
Hong Kong
$248K +$236K +5,662 New
20 21
22
23 24

PEG Hedge Fund Activity: Q4 2016 in Review

731 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2016, worth a combined $14.7B — up 4.9% from $14B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PEG positions and 44 closed out — a net gain of 53 holders — while 252 added to existing stakes and 258 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $314M.

  • 731 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2016, up from 688 in Q3 2016.
  • Funds reported $14.7B of Public Service Enterprise Group stock for Q4 2016, up 4.9% quarter-over-quarter.
  • 97 funds opened new Public Service Enterprise Group positions in Q4 2016 and 44 closed out, a net change of +53 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2016 was Millennium Management, an estimated $104M added.
  • The largest Public Service Enterprise Group seller in Q4 2016 was JP Morgan Chase, an estimated $314M sold.

Based on aggregated 13F filings for Q4 2016.