Public Service Enterprise Group
671 hedge funds and large institutions have $13.1B invested in Public Service Enterprise Group in 2015 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 251 increasing their positions, 215 reducing their positions, and 39 closing their positions.
360% more call options, than puts
Call options by funds: $39.5M | Put options by funds: $8.59M
62% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 39
17% more repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 215
2% more funds holding
Funds holding: 657 → 671 (+14)
0.16% less ownership
Funds ownership: 66.39% → 66.24% (-0.16%)
7% less capital invested
Capital invested by funds: $14.1B → $13.1B (-$924M)
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$109M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$106M |
| 3 |
IG
ING Group
Amsterdam,
Netherlands
|
+$89.5M |
| 4 |
EIP
Energy Income Partners
Westport,
Connecticut
|
+$41.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$33.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$321M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$215M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$90.9M |
| 4 |
State Street
Boston,
Massachusetts
|
-$53.7M |
| 5 |
ED
Exane Derivatives
Paris,
France
|
-$22.2M |
PEG Hedge Fund Activity: Q2 2015 in Review
671 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2015, worth a combined $13.1B — down 6.6% from $14.1B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new PEG positions and 39 closed out — a net gain of 24 holders — while 251 added to existing stakes and 215 trimmed.
The largest buyer was LSV Asset Management, adding an estimated $109M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $321M sold.
- 671 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2015, up from 657 in Q1 2015.
- Funds reported $13.1B of Public Service Enterprise Group stock for Q2 2015, down 6.6% quarter-over-quarter.
- 63 funds opened new Public Service Enterprise Group positions in Q2 2015 and 39 closed out, a net change of +24 holders.
- The largest Public Service Enterprise Group buyer in Q2 2015 was LSV Asset Management, an estimated $109M added.
- The largest Public Service Enterprise Group seller in Q2 2015 was Barrow, Hanley, Mewhinney & Strauss, an estimated $321M sold.
Based on aggregated 13F filings for Q2 2015.