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Public Service Enterprise Group
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607 hedge funds and large institutions have $12.5B invested in Public Service Enterprise Group in 2014 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 207 increasing their positions, 224 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

97% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 35

56% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $7.96M

18% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.91B)

5% more funds holding

Funds holding: 577 → 607 (+30)

0.58% less ownership

Funds ownership: 65.54% → 64.96% (-0.58%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 224

Holders
607
Holders Change
+30
Holders Change %
+5.2%
% of All Funds
17.53%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
69
Increased
207
Reduced
224
Closed
35
Calls
$12.4M
Puts
$7.96M
Net Calls
+$4.45M
Net Calls Change
-$12.1M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$187M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$139M
3
CBOA
Commonwealth Bank of Australia
Australia
+$61.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$27.6M
5
Principal Financial Group
Principal Financial Group
Iowa
+$24.8M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$201M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$138M
3
IG
ING Group
Netherlands
-$68.1M
4
SB
Suntrust Banks
Georgia
-$60.7M
5
BIM
BlackRock Investment Management
Delaware
-$57.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
576
Decade Capital Management
New York
$20K +$18.1K +523 New
ECM
577
Estabrook Capital Management
New York
$19.1K – – –
SFU
578
Stonehage Fleming (UK)
United Kingdom
$17K – – –
MPWT
579
MassMutual Private Wealth & Trust
Connecticut
$17K +$138 +4 +0.9%
WA
580
WealthTrust-Arizona
Arizona
$16K +$311 +9 +2%
GAM
581
Gemmer Asset Management
California
$16K +$14.7K +425 New
SSB
582
Sandy Spring Bank
Maryland
$15K -$2.94K -85 -18%
AF
583
Arrow Financial
New York
$15K – – –
OC
584
Oakworth Capital
Alabama
$15K – – –
VIA
585
Vantage Investment Advisors
Pennsylvania
$15K – – –
PR
586
Payden & Rygel
California
$15K +$10.4K +300 +300%
HR
587
Howe & Rusling
New York
$14K – – –
FAM
588
Formidable Asset Management
Ohio
$12K – – –
TSW
589
Thompson Siegel & Walmsley
Virginia
$10K +$9.22K +267 New
MUMSS
590
Mitsubishi UFJ Morgan Stanley Securities
Japan
$10K +$9.32K +270 New
KT
591
Kanaly Trust
Texas
$10K +$9.39K +272 New
HRIA
592
Haberer Registered Investment Advisor
Ohio
$9K – – –
EFSCE
593
Enterprise Financial Services Corp (EFSC)
Missouri
$9K +$1K +29 +14%
NCM
594
Nelson Capital Management
California
$8K – – –
ECM
595
ETrade Capital Management
Virginia
$7K -$3.52K -102 -36%
CCS
596
Crosspoint Capital Strategies
California
$7K – – –
TFO
597
Tarbox Family Office
California
$7K – – –
CHC
598
City Holding Co
West Virginia
$6K – – –
MWP
599
MYCIO Wealth Partners
Pennsylvania
$6K – – –
Bessemer Group
600
Bessemer Group
New Jersey
$5K – – –
22 23
24
25 26

PEG Hedge Fund Activity: Q1 2014 in Review

607 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2014, worth a combined $12.5B — up 18% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PEG positions and 35 closed out — a net gain of 34 holders — while 207 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $187M. The largest seller was BlackRock Advisors, cutting an estimated $201M.

  • 607 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2014, up from 577 in Q4 2013.
  • Funds reported $12.5B of Public Service Enterprise Group stock for Q1 2014, up 18% quarter-over-quarter.
  • 69 funds opened new Public Service Enterprise Group positions in Q1 2014 and 35 closed out, a net change of +34 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2014 was JP Morgan Chase, an estimated $187M added.
  • The largest Public Service Enterprise Group seller in Q1 2014 was BlackRock Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2014.