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Public Service Enterprise Group

737 hedge funds and large institutions have $14.5B invested in Public Service Enterprise Group in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 244 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $12.3M

22% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 55

12% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 244

0% more funds holding

Funds holding: 734737 (+3)

0.29% more ownership

Funds ownership: 66.55%66.83% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $14.9B → $14.5B (-$386M)

Holders
737
Holders Change
+3
Holders Change %
+0.41%
% of All Funds
18.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
273
Reduced
244
Closed
55
Calls
$35.9M
Puts
$12.3M
Net Calls
+$23.6M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
FMLI
601
Fukoku Mutual Life Insurance
Japan
$172K
WAM
602
Wealthspire Advisors (Maryland)
Maryland
$166K +$68.1K +1,540 +67%
PAM
603
Paradigm Asset Management
New York
$157K +$110K +2,500 +217%
IR
604
Invictus RG
Bermuda
$154K -$7.29K -165 -4%
BAM
605
Barrett Asset Management
New York
$152K
YWP
606
YorkBridge Wealth Partners
New York
$149K +$18.7K +424 +14%
GI
607
Gradient Investments
Minnesota
$139K +$110K +2,484 +331%
CHP
608
Cable Hill Partners
Oregon
$131K +$2.08K +47 +2%
ARMT
609
Amica Retiree Medical Trust
Rhode Island
$129K
LWA
610
Lenox Wealth Advisors
New York
$126K -$144K -3,247 -53%
PA
611
Parallel Advisors
California
$125K +$6.94K +157 +6%
FIM
612
Foresters Investment Management
New York
$122K +$125K +2,826 New
RFM
613
Royal Fund Management
Florida
$118K
NFG
614
Next Financial Group
Texas
$115K -$39.8K -900 -25%
KTC
615
Kistler-Tiffany Companies
Pennsylvania
$115K
VIA
616
Vantage Investment Advisors
Pennsylvania
$115K +$30.9K +700 +35%
HI
617
Hudock Inc
Pennsylvania
$113K +$32.5K +735 +39%
SPIA
618
Steward Partners Investment Advisory
New York
$111K -$1.37K -31 -1%
EWM
619
Endurance Wealth Management
Rhode Island
$110K
MWM
620
Mascoma Wealth Management
New Hampshire
$108K
HFM
621
Hartford Financial Management
Connecticut
$107K
RFA
622
Reilly Financial Advisors
California
$107K
PSC
623
Prentiss Smith & Co
Vermont
$95K
CWM
624
Catamount Wealth Management
Connecticut
$94K
ATC
625
Adirondack Trust Company
New York
$93K

PEG Hedge Fund Activity: Q2 2017 in Review

737 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2017, worth a combined $14.5B — down 2.6% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PEG positions and 55 closed out — a net gain of 12 holders — while 273 added to existing stakes and 244 trimmed.

The largest buyer was Luminus Management, adding an estimated $200M. The largest seller was Ninety One (UK), cutting an estimated $119M.

  • 737 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2017, up from 734 in Q1 2017.
  • Funds reported $14.5B of Public Service Enterprise Group stock for Q2 2017, down 2.6% quarter-over-quarter.
  • 67 funds opened new Public Service Enterprise Group positions in Q2 2017 and 55 closed out, a net change of +12 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2017 was Luminus Management, an estimated $200M added.
  • The largest Public Service Enterprise Group seller in Q2 2017 was Ninety One (UK), an estimated $119M sold.

Based on aggregated 13F filings for Q2 2017.