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Public Service Enterprise Group

807 hedge funds and large institutions have $22B invested in Public Service Enterprise Group in 2019 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 279 increasing their positions, 289 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

579% more call options, than puts

Call options by funds: $62.6M | Put options by funds: $9.23M

4% more capital invested

Capital invested by funds: $21.3B → $22B (+$773M)

0.19% less ownership

Funds ownership: 70.43%70.25% (-0.19%)

3% less repeat investments, than reductions

Existing positions increased: 279 | Existing positions reduced: 289

3% less funds holding

Funds holding: 835807 (-28)

32% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 82

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
807
Holders Change
-28
Holders Change %
-3.35%
% of All Funds
17.7%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
56
Increased
279
Reduced
289
Closed
82
Calls
$62.6M
Puts
$9.23M
Net Calls
+$53.4M
Net Calls Change
-$13.4M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
526
HighPoint Advisor Group
Illinois
$360K +$12.7K +213 +4%
ACI
527
Alpha Cubed Investments
California
$358K -$14.6K -245 -4%
GIA
528
Granite Investment Advisors
New Hampshire
$358K
LOAME
529
Lombard Odier Asset Management (Europe)
United Kingdom
$358K
SPC
530
Sigma Planning Corp
Michigan
$356K -$29.2K -489 -8%
MA
531
MUFG Americas
New York
$356K -$11.9K -200 -3%
AWM
532
Aevitas Wealth Management
Massachusetts
$356K +$1.31K +22 +0.4%
GW
533
GW & Wade
Massachusetts
$356K +$2.03K +34 +0.6%
PVWM
534
Point View Wealth Management
New Jersey
$355K +$67.8K +1,136 +25%
FCBT
535
First Citizens Bank & Trust
North Carolina
$353K
RMAM
536
Raab & Moskowitz Asset Management
New Jersey
$351K -$14.3K -239 -4%
CIC
537
Crawford Investment Counsel
Georgia
$351K
FPCG
538
Fort Pitt Capital Group
Pennsylvania
$349K
ACM
539
Advisors Capital Management
New Jersey
$349K +$64.4K +1,078 +24%
DSC
540
Duncker Streett & Co
Missouri
$348K
FWIA
541
Fort Washington Investment Advisors
Ohio
$348K
TAM
542
Todd Asset Management
Kentucky
$348K
IHL
543
Investment House LLC
California
$346K
EWM
544
Evercore Wealth Management
New York
$345K -$168K -2,810 -34%
IG
545
ING Group
Netherlands
$345K +$332K +5,557 New
MIA
546
MainStreet Investment Advisors
Illinois
$340K +$327K +5,483 New
GWS
547
Glassman Wealth Services
Virginia
$338K -$418 -7 -0.1%
FHB
548
First Hawaiian Bank
Hawaii
$335K -$16.7K -280 -5%
ANRIA
549
American National Registered Investment Advisor
Texas
$335K
WJWM
550
Williams Jones Wealth Management
New York
$335K +$322K +5,393 New

PEG Hedge Fund Activity: Q3 2019 in Review

807 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2019, worth a combined $22B — up 3.6% from $21.3B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of PEG and 56 opened new positions — a net loss of 26 holders — while 289 trimmed existing stakes and 279 added.

The largest buyer was Capital Research Global Investors, adding an estimated $573M. The largest seller was Capital World Investors, cutting an estimated $120M.

  • 807 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2019, down from 835 in Q2 2019.
  • Funds reported $22B of Public Service Enterprise Group stock for Q3 2019, up 3.6% quarter-over-quarter.
  • 56 funds opened new Public Service Enterprise Group positions in Q3 2019 and 82 closed out, a net change of -26 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2019 was Capital Research Global Investors, an estimated $573M added.
  • The largest Public Service Enterprise Group seller in Q3 2019 was Capital World Investors, an estimated $120M sold.

Based on aggregated 13F filings for Q3 2019.