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Public Service Enterprise Group

876 hedge funds and large institutions have $20.7B invested in Public Service Enterprise Group in 2019 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 304 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,433% more call options, than puts

Call options by funds: $48.3M | Put options by funds: $3.15M

187% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 46

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

13% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 268

9% more funds holding

Funds holding: 807876 (+69)

0.76% less ownership

Funds ownership: 70.25%69.48% (-0.76%)

6% less capital invested

Capital invested by funds: $22B → $20.7B (-$1.29B)

Holders
876
Holders Change
+69
Holders Change %
+8.55%
% of All Funds
17.26%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
132
Increased
304
Reduced
268
Closed
46
Calls
$48.3M
Puts
$3.15M
Net Calls
+$45.2M
Net Calls Change
-$8.22M
Name Holding Trade Value Shares
Change
Change in
Stake
FAT
626
First American Trust
California
$265K
OR
627
Olympiad Research
Connecticut
$264K +$271K +4,476 New
SIA
628
Sit Investment Associates
Minnesota
$263K +$270K +4,450 New
AWM
629
Altavista Wealth Management
North Carolina
$262K
NSIM
630
North Star Investment Management
Illinois
$262K
IWC
631
Integrated Wealth Concepts
Massachusetts
$261K -$364 -6 -0.1%
AW
632
Alpha Windward
Massachusetts
$257K -$18.6K -307 -7%
PI
633
Putnam Investments
Massachusetts
$256K -$27M -444,722 -99%
NRS
634
Neville Rodie & Shaw
New York
$253K
P
635
Pitcairn
Pennsylvania
$251K -$4.73K -78 -2%
FMT
636
First Mercantile Trust
Tennessee
$251K +$8.97K +148 +4%
VC
637
Veracity Capital
Georgia
$251K +$258K +4,254 New
SBWM
638
Sunflower Bank Wealth Management
Arizona
$250K
NIPH
639
NN Investment Partners Holdings
Netherlands
$248K -$1.09M -18,037 -81%
OBGC
640
O'Brien Greene & Co
Pennsylvania
$246K -$2.42K -40 -1%
PL
641
Perpetual Ltd
Australia
$245K
BRC
642
Bell Rock Capital
Delaware
$245K +$970 +16 +0.4%
S
643
SignatureFD
Georgia
$242K -$4.97K -82 -2%
AS
644
Altshuler Shaham
Israel
$242K +$41K +676 +20%
PPP
645
Private Portfolio Partners
New Jersey
$239K -$12.1K -199 -5%
BC
646
Burney Company
Virginia
$237K -$63.9K -1,055 -21%
GIA
647
Gladstone Institutional Advisory
Florida
$237K +$1.21K +20 +0.5%
WS
648
Wedbush Securities
California
$236K +$5.03K +83 +2%
MWP
649
Meridian Wealth Partners
Pennsylvania
$236K +$242K +3,998 New
FIM
650
Freedom Investment Management
Connecticut
$235K -$127K -2,101 -35%

PEG Hedge Fund Activity: Q4 2019 in Review

876 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2019, worth a combined $20.7B — down 5.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new PEG positions and 46 closed out — a net gain of 86 holders — while 304 added to existing stakes and 268 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $115M. The largest seller was Capital World Investors, cutting an estimated $669M.

  • 876 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2019, up from 807 in Q3 2019.
  • Funds reported $20.7B of Public Service Enterprise Group stock for Q4 2019, down 5.8% quarter-over-quarter.
  • 132 funds opened new Public Service Enterprise Group positions in Q4 2019 and 46 closed out, a net change of +86 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2019 was D.E. Shaw & Co, an estimated $115M added.
  • The largest Public Service Enterprise Group seller in Q4 2019 was Capital World Investors, an estimated $669M sold.

Based on aggregated 13F filings for Q4 2019.