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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
DSC
551
Duncker Streett & Co
Missouri
$246K – – –
GXMC
552
Global X Management Company
New York
$246K +$20.6K +493 +10%
SEC
553
Seven Eight Capital
New York
$246K +$234K +5,600 New
IHL
554
Investment House LLC
California
$245K -$19.8K -475 -8%
WSFS
555
Wilmington Savings Fund Society
Delaware
$244K – – –
FCBT
556
First Citizens Bank & Trust
North Carolina
$243K -$25.6K -614 -10%
NFG
557
Next Financial Group
Texas
$241K +$8.46K +203 +4%
WF
558
Welch & Forbes
Massachusetts
$239K – – –
Cetera Investment Advisers
559
Cetera Investment Advisers
Illinois
$239K +$6.42K +154 +3%
1GA
560
1st Global Advisors
Texas
$238K +$10.3K +247 +5%
Teacher Retirement System of Texas
561
Teacher Retirement System of Texas
Texas
$236K -$583K -13,989 -72%
CC
562
Courier Capital
New York
$228K – – –
UAS
563
United Asset Strategies
New York
$227K -$20.9K -500 -9%
BSW
564
Buckingham Strategic Wealth
Missouri
$227K +$1.96K +47 +0.9%
PWMAG
565
Pinnacle Wealth Management Advisory Group
New Jersey
$225K – – –
JG
566
Jefferies Group
New York
$222K -$2.94M -70,482 -93%
GEA
567
Glen Eagle Advisors
New Jersey
$219K +$209K +5,000 New
NPC
568
National Planning Corporation
California
$219K -$52K -1,246 -20%
EFS
569
Essex Financial Services
Connecticut
$219K -$209 -5 -0.1%
AW
570
Alpha Windward
Massachusetts
$216K +$6.71K +161 +3%
AWM
571
Avior Wealth Management
Nebraska
$215K – – –
FAM
572
Fenimore Asset Management
New York
$215K – – –
CLOS
573
Compagnie Lombard Odier SCmA
Switzerland
$215K +$14.8K +355 +8%
Fidelity International
574
Fidelity International
Bermuda
$214K -$21.7K -521 -10%
TCOV
575
Trust Company of Vermont
Vermont
$210K +$5.92K +142 +3%
21 22
23
24 25

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.