Public Service Enterprise Group
577 hedge funds and large institutions have $10.6B invested in Public Service Enterprise Group in 2013 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 201 increasing their positions, 189 reducing their positions, and 31 closing their positions.
293% more call options, than puts
Call options by funds: $22.2M | Put options by funds: $5.66M
213% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 31
12% more funds holding
Funds holding: 517 → 577 (+60)
6% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 189
0.98% more ownership
Funds ownership: 64.56% → 65.54% (+0.98%)
1% less capital invested
Capital invested by funds: $10.7B → $10.6B (-$124M)
Top Buyers
| 1 |
Bank of New York Mellon
New York
|
+$103M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
+$54.5M |
| 3 |
HCM
Hamlin Capital Management
New York
|
+$46.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$37.8M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$29.5M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WJA
601
Williams Jones & Associates
New York
| – | -$167K | -5,058 | Closed |
|
|
JEW
602
Jamison Eaton & Wood
Bedminster,
New Jersey
| – | -$125K | -3,800 | Closed |
|
|
TCM
603
TD Capital Management
Memphis,
Tennessee
| – | -$111K | -3,362 | Closed |
|
|
FBC
604
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$49K | -1,500 | Closed |
|
|
TIM
605
Tortoise Investment Management
White Plains,
New York
| – | -$22K | -675 | Closed |
|
|
MBT
606
Monroe Bank & Trust
Monroe,
Michigan
| – | -$15K | -450 | Closed |
|
|
BC
607
Bartlett & Co
Cincinnati,
Ohio
| – | -$9K | -274 | Closed |
|
608
Victory Capital Management
San Antonio,
Texas
| – | -$4K | -124 | Closed |
|
|
CBT
609
Central Bank & Trust
Lexington,
Kentucky
| – | -$1K | -32 | Closed |
|
PEG Hedge Fund Activity: Q4 2013 in Review
577 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2013, worth a combined $10.6B — down 1.2% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new PEG positions and 31 closed out — a net gain of 66 holders — while 201 added to existing stakes and 189 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $103M. The largest seller was Capital Research Global Investors, cutting an estimated $308M.
- 577 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2013, up from 517 in Q3 2013.
- Funds reported $10.6B of Public Service Enterprise Group stock for Q4 2013, down 1.2% quarter-over-quarter.
- 97 funds opened new Public Service Enterprise Group positions in Q4 2013 and 31 closed out, a net change of +66 holders.
- The largest Public Service Enterprise Group buyer in Q4 2013 was Bank of New York Mellon, an estimated $103M added.
- The largest Public Service Enterprise Group seller in Q4 2013 was Capital Research Global Investors, an estimated $308M sold.
Based on aggregated 13F filings for Q4 2013.