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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
AW
551
Alpha Windward
Massachusetts
$226K -$7.48K -176 -4%
CIC
552
Crawford Investment Counsel
Georgia
$223K +$201K +4,724 New
NRS
553
Neville Rodie & Shaw
New York
$222K +$200K +4,699 New
MCM
554
Maryland Capital Management
Maryland
$221K -$62.9K -1,480 -24%
LH
555
Lebenthal Holdings
New York
$220K +$199K +4,681 New
TCOV
556
Trust Company of Vermont
Vermont
$218K
FIM
557
Fernwood Investment Management
Massachusetts
$218K +$196K +4,615 New
Geode Capital Management
558
Geode Capital Management
Massachusetts
$218K +$2.91M +68,588 +2%
NBC
559
Neuberger Berman Canada
Ontario, Canada
$217K +$195K +4,600 New
TA
560
Tiedemann Advisors
New York
$217K +$195K +4,600 New
Cetera Investment Advisers
561
Cetera Investment Advisers
Illinois
$216K +$195K +4,601 New
ACM
562
Advisors Capital Management
New Jersey
$212K +$191K +4,499 New
BKA
563
Brick & Kyle Associates
Pennsylvania
$208K
PL
564
Perpetual Ltd
Australia
$208K +$187K +4,410 New
AMI
565
Amica Mutual Insurance
Rhode Island
$204K -$3.2M -75,345 -95%
WT
566
Washington Trust
Rhode Island
$202K +$182K +4,274 New
CAM
567
Carret Asset Management
New York
$202K +$182K +4,290 New
MSFP
568
Mark Sheptoff Financial Planning
Connecticut
$193K
LWA
569
Lenox Wealth Advisors
New York
$189K -$3.61K -85 -2%
HAG
570
HighPoint Advisor Group
Illinois
$188K +$176K +4,148 New
SCA
571
Stuart Chaussee & Associates
California
$187K
Toronto Dominion Bank
572
Toronto Dominion Bank
Ontario, Canada
$183K -$494K -11,626 -75%
NSIM
573
North Star Investment Management
Illinois
$177K
NFG
574
Next Financial Group
Texas
$168K -$10.6K -250 -7%
EWM
575
Evercore Wealth Management
New York
$164K -$6.58K -155 -4%

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.