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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
WTC
676
WhitTier Trust Company
Nevada
$68K -$5.14K -100 -7%
GCM
677
Gables Capital Management
Florida
$67K
FC
678
Ferris Capital
Massachusetts
$66K +$360 +7 +0.6%
GTAM
679
Global Trust Asset Management
Florida
$65K
OIA
680
Optimum Investment Advisors
Illinois
$65K
QCG
681
Quadrant Capital Group
Ohio
$63K
KA
682
Kaizen Advisory
Illinois
$61K +$32.7K +637 +129%
CIM
683
Centersquare Investment Management
Pennsylvania
$60K
SCM
684
Silvant Capital Management
Georgia
$60K
LYV
685
Live Your Vision
Pennsylvania
$59K
MWM
686
MinichMacGregor Wealth Management
New York
$59K
B
687
Bridgeworth
Alabama
$59K +$56.3K +1,096 New
DWM
688
Destination Wealth Management
California
$58K +$55.3K +1,077 New
HSA
689
Hussman Strategic Advisors
Maryland
$54K
TFA
690
Toth Financial Advisory
Virginia
$54K
BWM
691
BerganKDV Wealth Management
Minnesota
$54K +$51.4K +1,000 New
CAPTRUST Financial Advisors
692
CAPTRUST Financial Advisors
North Carolina
$53K
ECM
693
Estabrook Capital Management
New York
$51.9K
EWM
694
Endurance Wealth Management
Rhode Island
$51K
CCM
695
Covington Capital Management
California
$49K
CAW
696
Cornerstone Advisors (Washington)
Washington
$48K +$9.66K +188 +27%
JFA
697
JNBA Financial Advisors
Minnesota
$47K
LNB
698
Ledyard National Bank
$47K
RWA
699
River Wealth Advisors
Pennsylvania
$46K +$43.7K +850 New
MCA
700
Mercer Capital Advisers
New Jersey
$45K

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.