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Public Service Enterprise Group

801 hedge funds and large institutions have $18.9B invested in Public Service Enterprise Group in 2018 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 239 increasing their positions, 309 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more call options, than puts

Call options by funds: $68.9M | Put options by funds: $14.3M

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

9% more capital invested

Capital invested by funds: $17.4B → $18.9B (+$1.5B)

2% more funds holding

Funds holding: 787801 (+14)

0.39% more ownership

Funds ownership: 68.93%69.32% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

23% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 309

Holders
801
Holders Change
+14
Holders Change %
+1.78%
% of All Funds
18.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
77
Increased
239
Reduced
309
Closed
56
Calls
$68.9M
Puts
$14.3M
Net Calls
+$54.6M
Net Calls Change
-$865K
Name Holding Trade Value Shares
Change
Change in
Stake
LA
576
Legacy Advisors
Pennsylvania
$268K +$249K +4,848 +4,848%
II
577
Inspire Investing
Idaho
$267K +$253K +4,933 New
TCOV
578
Trust Company of Vermont
Vermont
$266K +$14K +273 +6%
FAM
579
Fenimore Asset Management
New York
$265K
PPSG
580
Princeton Portfolio Strategies Group
New Jersey
$265K
AWM
581
Aevitas Wealth Management
Massachusetts
$262K +$1.8K +35 +0.7%
SWP
582
Stratos Wealth Partners
Ohio
$261K -$45.8K -891 -16%
WAM
583
Wealthspire Advisors (Maryland)
Maryland
$261K +$1.54K +30 +0.6%
BFM
584
Boothbay Fund Management
New York
$260K +$247K +4,803 New
BJL
585
Brighton Jones LLC
Washington
$259K -$154 -3 -0.1%
DADC
586
D.A. Davidson & Co
Montana
$257K +$15.1K +294 +7%
BOH
587
Bank of Hawaii
Hawaii
$252K +$32.4K +630 +16%
Voloridge Investment Management
588
Voloridge Investment Management
Florida
$249K -$78.3K -1,524 -25%
CG
589
Clinton Group
New York
$247K +$235K +4,571 New
BRWA
590
B. Riley Wealth Advisors
Florida
$247K -$9.92K -193 -4%
EFS
591
Essex Financial Services
Connecticut
$247K +$206 +4 +0.1%
HDIM
592
Hanson & Doremus Investment Management
Vermont
$245K -$64.4K -1,253 -22%
NSIM
593
North Star Investment Management
Illinois
$240K
BKA
594
Brick & Kyle Associates
Pennsylvania
$239K
WT
595
Washington Trust
Rhode Island
$239K +$16.4K +320 +8%
FCI
596
Financial Counselors Inc
Kansas
$238K -$51.4K -1,000 -19%
FHA
597
Flagship Harbor Advisors
Massachusetts
$236K +$225K +4,372 New
PVWM
598
Point View Wealth Management
New Jersey
$234K +$51 +1 +0%
NRS
599
Neville Rodie & Shaw
New York
$232K
CAM
600
Carret Asset Management
New York
$232K +$220K +4,286 New

PEG Hedge Fund Activity: Q2 2018 in Review

801 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2018, worth a combined $18.9B — up 8.6% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PEG positions and 56 closed out — a net gain of 21 holders — while 239 added to existing stakes and 309 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $304M. The largest seller was LSV Asset Management, cutting an estimated $154M.

  • 801 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2018, up from 787 in Q1 2018.
  • Funds reported $18.9B of Public Service Enterprise Group stock for Q2 2018, up 8.6% quarter-over-quarter.
  • 77 funds opened new Public Service Enterprise Group positions in Q2 2018 and 56 closed out, a net change of +21 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2018 was JP Morgan Chase, an estimated $304M added.
  • The largest Public Service Enterprise Group seller in Q2 2018 was LSV Asset Management, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2018.