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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
FMT
626
First Mercantile Trust
Tennessee
$187K +$177K +3,440 New
YWP
627
YorkBridge Wealth Partners
New York
$185K
PHK
628
Point72 Hong Kong
Hong Kong
$182K +$173K +3,368 New
RWP
629
RWA Wealth Partners
Massachusetts
$175K +$82.3K +1,602 +99%
PA
630
Parallel Advisors
California
$171K +$16K +311 +11%
Ninety One (UK)
631
Ninety One (UK)
United Kingdom
$170K -$17.4K -338 -10%
Qube Research & Technologies (QRT)
632
Qube Research & Technologies (QRT)
United Kingdom
$165K -$48.7K -947 -24%
RFM
633
Royal Fund Management
Florida
$161K -$4.01K -78 -3%
CF
634
Centaurus Financial
California
$161K +$153K +2,969 New
LWA
635
Lenox Wealth Advisors
New York
$159K
CFN
636
Cordasco Financial Network
Florida
$154K +$56.5K +1,100 +63%
IWP
637
Icon Wealth Partners
Texas
$153K -$36.6K -713 -20%
SMFS
638
Squar Milner Financial Services
California
$149K +$141K +2,753 New
SSB
639
Sandy Spring Bank
Maryland
$141K -$15.4K -299 -10%
AC
640
Avestar Capital
New York
$140K +$12K +234 +9%
MSA
641
Marino Stram & Associates
Massachusetts
$134K +$9.76K +190 +8%
KTC
642
Kistler-Tiffany Companies
Pennsylvania
$133K -$5.04K -98 -4%
BAM
643
Barrett Asset Management
New York
$131K
TAM
644
Tiverton Asset Management
Delaware
$130K
MCM
645
Manchester Capital Management
Vermont
$127K +$24.5K +477 +25%
CIBC Private Wealth Group
646
CIBC Private Wealth Group
Georgia
$122K -$6.42K -125 -5%
PSC
647
Prentiss Smith & Co
Vermont
$119K
NIM
648
NuWave Investment Management
New Jersey
$118K +$112K +2,172 New
ATC
649
Adirondack Trust Company
New York
$117K
CWM
650
Catamount Wealth Management
Connecticut
$117K +$5.14K +100 +5%

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.