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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
BFEC
701
Benjamin F. Edwards & Company
Missouri
$11K +$10.4K +250 New
EF
702
Empirical Finance
Pennsylvania
$10K +$9.3K +223 New
PCP
703
Proficio Capital Partners
Massachusetts
$10K +$9.34K +224 New
AA
704
Ancora Advisors
Ohio
$10K +$9.38K +225 New
WA
705
WealthTrust-Arizona
Arizona
$9K -$6.5K -156 -42%
CFS
706
Commonwealth Financial Services
West Virginia
$9K – – –
TFO
707
Tarbox Family Office
California
$9K +$250 +6 +3%
MIFH
708
Migdal Insurance & Financial Holdings
Israel
$9K +$8.05K +193 New
PRS
709
Pinkerton Retirement Specialists
Idaho
$8K -$500 -12 -6%
LS
710
Livforsakringsbolaget Skandia
Sweden
$7.43K +$5.48M +131,507 +347%
AII
711
AGF Investments Inc
Ontario, Canada
$7K – – –
CHC
712
City Holding Co
West Virginia
$7K – – –
RBC
713
Roble Belko & Company
Pennsylvania
$7K +$6.25K +150 New
SWA
714
Sutton Wealth Advisors
Florida
$6.23K – – –
TWA
715
TCI Wealth Advisors
Arizona
$6K – – –
ZB
716
Zions Bancorporation
Utah
$6K +$3K +72 +107%
CG
717
Cutler Group
California
$5K -$25.6K -613 -83%
MFW
718
Mosaic Family Wealth
Missouri
$5K -$1.96K -47 -31%
AIM
719
Advantage Investment Management
Iowa
$5K – – –
OFW
720
Omnia Family Wealth
Florida
$5K +$4.84K +116 New
WPA
721
West Paces Advisors
Georgia
$4.48K +$4.25K +102 New
SLF
722
Sun Life Financial
Ontario, Canada
$4.19K +$7.67K +184 New
CFA
723
Carroll Financial Associates
North Carolina
$4K – – –
JIC
724
Joel Isaacson & Co
New York
$4K – – –
DAM
725
Delta Asset Management
Tennessee
$3K – – –
27 28
29
30 31

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.