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Public Service Enterprise Group

701 hedge funds and large institutions have $15.7B invested in Public Service Enterprise Group in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 266 increasing their positions, 232 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $51.8M | Put options by funds: $14.2M

200% more funds holding in top 10

Funds holding in top 10: 412 (+8)

38% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 53

15% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 232

2% more funds holding

Funds holding: 688701 (+13)

0.51% more ownership

Funds ownership: 67.68%68.19% (+0.51%)

3% less capital invested

Capital invested by funds: $16.2B → $15.7B (-$413M)

Holders
701
Holders Change
+13
Holders Change %
+1.89%
% of All Funds
18.68%
Holding in Top 10
12
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+200%
% of All Funds
0.32%
New
73
Increased
266
Reduced
232
Closed
53
Calls
$51.8M
Puts
$14.2M
Net Calls
+$37.6M
Net Calls Change
+$15.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
676
Acrospire Investment Management
Illinois
$10K +$8.75K +206 New
NHFG
677
New Harbor Financial Group
Massachusetts
$9K -$4.25K -100 -33%
CFS
678
Commonwealth Financial Services
West Virginia
$9K
FAM
679
Formidable Asset Management
Ohio
$9K
NCM
680
Nelson Capital Management
California
$9K
CHC
681
City Holding Co
West Virginia
$7K
TWA
682
TCI Wealth Advisors
Arizona
$7K +$2.68K +63 +77%
PFBT
683
Parkside Financial Bank & Trust
Missouri
$6K +$1.61K +38 +52%
SWA
684
Sutton Wealth Advisors
Florida
$5.94K +$5.35K +126 New
VIA
685
Vident Investment Advisory
Georgia
$5.32K +$2.4M +56,600 +101%
AA
686
Apriem Advisors
California
$5K
TSU
687
TD Securities (USA)
New York
$5K
RFS
688
Rockefeller Financial Services
New York
$5K +$4.59K +108 New
MPWT
689
MassMutual Private Wealth & Trust
Connecticut
$4.95K +$3.74K +88 +518%
CFA
690
Carroll Financial Associates
North Carolina
$4K
MFT
691
Moisand Fitzgerald Tamayo
Florida
$4K
PCP
692
Proficio Capital Partners
Massachusetts
$4K +$977 +23 +43%
CAW
693
Cornerstone Advisors (Washington)
Washington
$4K +$1.78K +42 +108%
DAM
694
Delta Asset Management
Tennessee
$3K
ZB
695
Zions Bancorporation
Utah
$2K -$146K -3,440 -99%
CGH
696
Cleary Gull Holdings
Wisconsin
$2K
DPA
697
Delphi Private Advisors
California
$2K
LP
698
LMR Partners
United Kingdom
$1.44K +$1.3M +30,497 New
N
699
Nuveen
North Carolina
$1.03K -$8.2K -193 -0.9%
CAM
700
ClariVest Asset Management
California
$1K +$510 +12 New

PEG Hedge Fund Activity: Q1 2016 in Review

701 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2016, worth a combined $15.7B — down 2.6% from $16.2B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new PEG positions and 53 closed out — a net gain of 20 holders — while 266 added to existing stakes and 232 trimmed.

The largest buyer was Royal London Asset Management, adding an estimated $239M. The largest seller was Franklin Resources, cutting an estimated $157M.

  • 701 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2016, up from 688 in Q4 2015.
  • Funds reported $15.7B of Public Service Enterprise Group stock for Q1 2016, down 2.6% quarter-over-quarter.
  • 73 funds opened new Public Service Enterprise Group positions in Q1 2016 and 53 closed out, a net change of +20 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2016 was Royal London Asset Management, an estimated $239M added.
  • The largest Public Service Enterprise Group seller in Q1 2016 was Franklin Resources, an estimated $157M sold.

Based on aggregated 13F filings for Q1 2016.