We are live on ! Find out more
PEG icon

Public Service Enterprise Group
PEG

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
AF
676
Allworth Financial
California
$26K – – –
AC
677
Alexandria Capital
Virginia
$25K – – –
HCM
678
Herndon Capital Management
Georgia
$25K +$22.5K +539 +1,147%
VCM
679
Versant Capital Management
Arizona
$23K -$6.05K -145 -21%
AWMS
680
Advocacy Wealth Management Services
Georgia
$22K -$16.7K -400 -44%
FWM
681
Focused Wealth Management
New York
$22K – – –
HR
682
Howe & Rusling
New York
$21K +$6.3K +151 +45%
GAM
683
Gemmer Asset Management
California
$19K +$167 +4 +0.9%
CPA
684
Clear Perspective Advisors
Illinois
$19K +$17.7K +425 New
IWM
685
IHT Wealth Management
Illinois
$19K +$18.3K +440 New
AIS
686
Accurate Investment Solutions
Pennsylvania
$17K +$167 +4 +1%
SFG
687
SevenBridge Financial Group
Pennsylvania
$16K – – –
CIA
688
ClearBridge Investments (Australia)
Australia
$16K +$15.1K +361 New
WA
689
WFG Advisors
Texas
$15K -$1.24M -29,814 -99%
ANBT
690
American National Bank & Trust
Texas
$15K -$39.8K -954 -73%
BWP
691
Baldwin Wealth Partners
Massachusetts
$14K – – –
HCM
692
Highlander Capital Management
New Jersey
$14K – – –
IIC
693
Integrated Investment Consultants
Michigan
$14K – – –
OC
694
Oakworth Capital
Alabama
$13K – – –
PCFFS
695
Pacific Center for Financial Services
California
$13K +$12.5K +300 New
SIAP
696
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K +$12.5K +300 New
LNB
697
Ledyard National Bank
$11K – – –
QAM
698
QCI Asset Management
New York
$11K – – –
PFBT
699
Parkside Financial Bank & Trust
Missouri
$11K +$4.29K +103 +63%
BIG
700
Bellwether Investment Group
Tennessee
$11K +$10.4K +250 New
26 27
28
29 30

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.