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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
CIM
576
CenturyLink Investment Management
Colorado
$209K -$13.4K -321 -6%
SCM
577
Schnieders Capital Management
California
$209K -$10K -240 -5%
CIC
578
Crawford Investment Counsel
Georgia
$207K +$197K +4,724 New
NRS
579
Neville Rodie & Shaw
New York
$206K +$196K +4,699 New
HAG
580
HighPoint Advisor Group
Illinois
$205K +$188K +4,516 New
ACM
581
Advisors Capital Management
New Jersey
$205K +$194K +4,661 New
GRP
582
Global Retirement Partners
California
$198K +$188K +4,507 New
BKA
583
Brick & Kyle Associates
Pennsylvania
$194K – – –
NSIM
584
North Star Investment Management
Illinois
$188K +$22K +528 +14%
MSFP
585
Mark Sheptoff Financial Planning
Connecticut
$184K -$37.5K -900 -18%
EWM
586
Evercore Wealth Management
New York
$182K -$1.83K -44 -1%
SC
587
SRB Corp
Massachusetts
$182K +$22.3K +535 +15%
FMLI
588
Fukoku Mutual Life Insurance
Japan
$176K – – –
PHK
589
Point72 Hong Kong
Hong Kong
$173K -$77.1K -1,848 -32%
Fifth Third Bancorp
590
Fifth Third Bancorp
Ohio
$163K -$88.4K -2,119 -36%
PCM
591
Prelude Capital Management
New York
$159K +$82.3K +1,974 +120%
FBT
592
First Bank & Trust
South Dakota
$137K +$130K +3,123 New
TRCT
593
Tower Research Capital (TRC)
New York
$132K -$31.6K -757 -20%
CTC
594
Central Trust Company
Missouri
$132K -$2.25K -54 -2%
CHP
595
Cable Hill Partners
Oregon
$132K – – –
ARMT
596
Amica Retiree Medical Trust
Rhode Island
$131K +$125K +2,989 New
HNB
597
Huntington National Bank
Ohio
$120K – – –
RFM
598
Royal Fund Management
Florida
$120K +$115K +2,750 New
FMII
599
Farmers & Merchants Investments Inc
Nebraska
$118K – – –
BAM
600
Barrett Asset Management
New York
$114K -$150K -3,600 -58%
22 23
24
25 26

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.