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Public Service Enterprise Group

657 hedge funds and large institutions have $14.1B invested in Public Service Enterprise Group in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 252 increasing their positions, 218 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $7.51M

16% more repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 218

2% more capital invested

Capital invested by funds: $13.7B → $14.1B (+$321M)

0.58% more ownership

Funds ownership: 65.82%66.39% (+0.58%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

7% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 59

2% less funds holding

Funds holding: 670657 (-13)

Holders
657
Holders Change
-13
Holders Change %
-1.94%
% of All Funds
17.51%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
55
Increased
252
Reduced
218
Closed
59
Calls
$22.2M
Puts
$7.51M
Net Calls
+$14.7M
Net Calls Change
-$599K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
626
Arrow Financial
New York
$20K +$2.84K +68 +17%
MWAN
627
Mariner Wealth Advisors (NYC)
Kansas
$20K +$20K +480 New
MPWT
628
MassMutual Private Wealth & Trust
Connecticut
$18.7K
GAM
629
Gemmer Asset Management
California
$18K
BCMIO
630
Beacon Capital Management Inc (Ohio)
Ohio
$17K
PR
631
Payden & Rygel
California
$17K
PSI
632
Pinnacle Summer Investments
Virginia
$17K
VIA
633
Vantage Investment Advisors
Pennsylvania
$17K
WA
634
WealthTrust-Arizona
Arizona
$15K
WRM
635
Westport Resources Management
Connecticut
$14K
NHFG
636
New Harbor Financial Group
Massachusetts
$13K -$7.85K -188 -39%
MWP
637
MYCIO Wealth Partners
Pennsylvania
$13K
OC
638
Oakworth Capital
Alabama
$13K
RAM
639
Riggs Asset Management
Pennsylvania
$13K
LNB
640
Ledyard National Bank
$11K
TFO
641
Tarbox Family Office
California
$9K
FAM
642
Formidable Asset Management
Ohio
$8K -$3.55K -85 -30%
AA
643
Apriem Advisors
California
$8K
CFS
644
Commonwealth Financial Services
West Virginia
$8K
NCM
645
Nelson Capital Management
California
$8K
CHC
646
City Holding Co
West Virginia
$6K
HRIA
647
Haberer Registered Investment Advisor
Ohio
$5K
IWMPD
648
Integrated Wealth Management (Palm Desert)
California
$5K +$5.01K +120 New
Bessemer Group
649
Bessemer Group
New Jersey
$5K +$5.3K +127 New
DAM
650
Delta Asset Management
Tennessee
$3K

PEG Hedge Fund Activity: Q1 2015 in Review

657 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2015, worth a combined $14.1B — up 2.3% from $13.7B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of PEG and 55 opened new positions — a net loss of 4 holders — while 218 trimmed existing stakes and 252 added.

The largest buyer was AJO LP, adding an estimated $147M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $245M.

  • 657 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2015, down from 670 in Q4 2014.
  • Funds reported $14.1B of Public Service Enterprise Group stock for Q1 2015, up 2.3% quarter-over-quarter.
  • 55 funds opened new Public Service Enterprise Group positions in Q1 2015 and 59 closed out, a net change of -4 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2015 was AJO LP, an estimated $147M added.
  • The largest Public Service Enterprise Group seller in Q1 2015 was Barrow, Hanley, Mewhinney & Strauss, an estimated $245M sold.

Based on aggregated 13F filings for Q1 2015.