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Public Service Enterprise Group
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731 hedge funds and large institutions have $14.7B invested in Public Service Enterprise Group in 2016 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 252 increasing their positions, 258 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $9.98M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

6% more funds holding

Funds holding: 688 → 731 (+43)

5% more capital invested

Capital invested by funds: $14B → $14.7B (+$681M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.35% less ownership

Funds ownership: 66.52% → 66.17% (-0.35%)

2% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 258

Holders
731
Holders Change
+43
Holders Change %
+6.25%
% of All Funds
18.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
97
Increased
252
Reduced
258
Closed
44
Calls
$23.8M
Puts
$9.98M
Net Calls
+$13.9M
Net Calls Change
-$5.13M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$104M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$85.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$84M
4
BFA
BlackRock Fund Advisors
California
+$80.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$314M
2
Ameriprise
Ameriprise
Minnesota
-$133M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$80.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$57.6M
5
AAMU
Amundi Asset Management US
Massachusetts
-$45.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
651
Sargent Bickham Lagudis
Colorado
$44K – – –
TSW
652
Thompson Siegel & Walmsley
Virginia
$44K – – –
DVM
653
Dreman Value Management
Florida
$43K -$832K -19,952 -95%
ECM
654
Estabrook Capital Management
New York
$42K – – –
Carson Wealth (CWM LLC)
655
Carson Wealth (CWM LLC)
Nebraska
$40K -$24.8K -595 -40%
CBT
656
Central Bank & Trust
Kentucky
$40K – – –
JFA
657
JNBA Financial Advisors
Minnesota
$38K -$60.4K -1,449 -62%
WTB
658
Washington Trust Bank
Washington
$37K +$32K +768 +960%
FFC
659
First Financial Corp
Indiana
$36K – – –
MCA
660
Mercer Capital Advisers
New Jersey
$36K – – –
MPWT
661
MassMutual Private Wealth & Trust
Connecticut
$35.1K +$33.4K +800 New
KF
662
Krilogy Financial
Missouri
$35K -$8.34K -200 -20%
KT
663
Kanaly Trust
Texas
$35K -$6.96K -167 -17%
JGIA
664
Jackson Grant Investment Advisers
Connecticut
$35K – – –
FIB
665
First Interstate Bank
Montana
$35K +$31.1K +746 +1,381%
SAM
666
Sunnymeath Asset Management
New Jersey
$34K – – –
FPFS
667
First Personal Financial Services
North Carolina
$33K +$3.5K +84 +13%
RAM
668
Riggs Asset Management
Pennsylvania
$32K – – –
WC
669
Whitnell & Co
Illinois
$31K – – –
CAW
670
Cornerstone Advisors (Washington)
Washington
$31K +$1.63K +39 +6%
NCM
671
Nelson Capital Management
California
$29K – – –
SIC
672
Salem Investment Counselors
North Carolina
$29K – – –
WB
673
Webster Bank
Connecticut
$29K +$27.1K +650 New
CAL
674
Capital Analysts LLC
Pennsylvania
$28K -$1.04K -25 -4%
BCMIO
675
Beacon Capital Management Inc (Ohio)
Ohio
$27K – – –
25 26
27
28 29

PEG Hedge Fund Activity: Q4 2016 in Review

731 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2016, worth a combined $14.7B — up 4.9% from $14B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PEG positions and 44 closed out — a net gain of 53 holders — while 252 added to existing stakes and 258 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $314M.

  • 731 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2016, up from 688 in Q3 2016.
  • Funds reported $14.7B of Public Service Enterprise Group stock for Q4 2016, up 4.9% quarter-over-quarter.
  • 97 funds opened new Public Service Enterprise Group positions in Q4 2016 and 44 closed out, a net change of +53 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2016 was Millennium Management, an estimated $104M added.
  • The largest Public Service Enterprise Group seller in Q4 2016 was JP Morgan Chase, an estimated $314M sold.

Based on aggregated 13F filings for Q4 2016.