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Public Service Enterprise Group

824 hedge funds and large institutions have $17.9B invested in Public Service Enterprise Group in 2018 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 260 increasing their positions, 292 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $63M | Put options by funds: $9.65M

35% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 78

2% more funds holding

Funds holding: 806824 (+18)

0.6% more ownership

Funds ownership: 68.74%69.34% (+0.6%)

2% less capital invested

Capital invested by funds: $18.3B → $17.9B (-$340M)

11% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 292

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
824
Holders Change
+18
Holders Change %
+2.23%
% of All Funds
18.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
105
Increased
260
Reduced
292
Closed
78
Calls
$63M
Puts
$9.65M
Net Calls
+$53.4M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
676
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81K
LFG
677
LifePlan Financial Group
Ohio
$81K
AAMU
678
Amundi Asset Management US
Massachusetts
$80.2K -$16.6M -308,815 -17%
ARMC
679
American Research & Management Company
Massachusetts
$78K
CLOS
680
Compagnie Lombard Odier SCmA
Switzerland
$78K
FMII
681
Farmers & Merchants Investments Inc
Nebraska
$77K
ECM
682
EII Capital Management
New York
$76K
CAC
683
Certified Advisory Corp
Florida
$75K +$77.5K +1,439 New
GLI
684
Guardian Life Insurance
New York
$74K
IWA
685
Intercontinental Wealth Advisors
Texas
$74K +$76.4K +1,420 New
SLF
686
Sun Life Financial
Ontario, Canada
$73K +$431 +8 +0.6%
DWM
687
Doyle Wealth Management
Florida
$73K +$75.3K +1,398 New
KA
688
Kaizen Advisory
Illinois
$72K +$13.5K +250 +22%
EFSCE
689
Enterprise Financial Services Corp (EFSC)
Missouri
$69K
GSC
690
G&S Capital
Colorado
$69K
AWM
691
Avior Wealth Management
Nebraska
$67K -$1.94K -36 -3%
GCM
692
Gables Capital Management
Florida
$65K
LC
693
Lindbrook Capital
California
$63K +$65.8K +1,223 New
GTAM
694
Global Trust Asset Management
Florida
$62K
OIA
695
Optimum Investment Advisors
Illinois
$62K
QCG
696
Quadrant Capital Group
Ohio
$61K -$1.35K -25 -2%
FC
697
Ferris Capital
Massachusetts
$60K +$377 +7 +0.6%
LNB
698
Ledyard National Bank
$59K +$13.5K +250 +29%
LYV
699
Live Your Vision
Pennsylvania
$58K
SCM
700
Silvant Capital Management
Georgia
$58K

PEG Hedge Fund Activity: Q4 2018 in Review

824 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2018, worth a combined $17.9B — down 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new PEG positions and 78 closed out — a net gain of 27 holders — while 260 added to existing stakes and 292 trimmed.

The largest buyer was Capital World Investors, adding an estimated $421M. The largest seller was Federated Hermes, cutting an estimated $205M.

  • 824 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2018, up from 806 in Q3 2018.
  • Funds reported $17.9B of Public Service Enterprise Group stock for Q4 2018, down 1.9% quarter-over-quarter.
  • 105 funds opened new Public Service Enterprise Group positions in Q4 2018 and 78 closed out, a net change of +27 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2018 was Capital World Investors, an estimated $421M added.
  • The largest Public Service Enterprise Group seller in Q4 2018 was Federated Hermes, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2018.