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Public Service Enterprise Group

737 hedge funds and large institutions have $14.5B invested in Public Service Enterprise Group in 2017 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 244 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $35.9M | Put options by funds: $12.3M

22% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 55

12% more repeat investments, than reductions

Existing positions increased: 273 | Existing positions reduced: 244

0% more funds holding

Funds holding: 734737 (+3)

0.29% more ownership

Funds ownership: 66.55%66.83% (+0.29%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $14.9B → $14.5B (-$386M)

Holders
737
Holders Change
+3
Holders Change %
+0.41%
% of All Funds
18.37%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
67
Increased
273
Reduced
244
Closed
55
Calls
$35.9M
Puts
$12.3M
Net Calls
+$23.6M
Net Calls Change
+$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
ED
701
Exane Derivatives
France
$9.07K +$9.33K +211 New
DBT
702
Dubuque Bank & Trust
Iowa
$9K
TFO
703
Tarbox Family Office
California
$9K
WA
704
WealthTrust-Arizona
Arizona
$9K
MPWT
705
MassMutual Private Wealth & Trust
Connecticut
$8.6K -$44.2K -1,000 -83%
CFA
706
Carroll Financial Associates
North Carolina
$8K +$5.04K +114 +121%
CFD
707
Creative Financial Designs
Indiana
$8K +$8.18K +185 New
TRCT
708
Tower Research Capital (TRC)
New York
$7K -$31.6K -715 -82%
HCM
709
Herndon Capital Management
Georgia
$7K
PFPT
710
Pinnacle Financial Partners (Tennessee)
Tennessee
$7K +$6.81K +154 New
HAM
711
Highstreet Asset Management
Ontario, Canada
$7K +$7.47K +169 New
SWA
712
Sutton Wealth Advisors
Florida
$6.11K
CHC
713
City Holding Co
West Virginia
$6K
SFG
714
SevenBridge Financial Group
Pennsylvania
$6K
TWA
715
TCI Wealth Advisors
Arizona
$6K
OFW
716
Omnia Family Wealth
Florida
$6K +$2.87K +65 +90%
FIB
717
First Interstate Bank
Montana
$6K +$5.66K +128 New
TG
718
TLP Group
Illinois
$6K +$6.45K +146 New
VWA
719
V Wealth Advisors
Kansas
$6K +$6.63K +150 New
WPA
720
West Paces Advisors
Georgia
$4.39K
MFW
721
Mosaic Family Wealth
Missouri
$4K
RWA
722
Ropes Wealth Advisors
Massachusetts
$4K +$4.42K +100 New
Lazard Asset Management
723
Lazard Asset Management
New York
$3K -$189K -4,271 -98%
DAM
724
Delta Asset Management
Tennessee
$3K
LA
725
Legacy Advisors
Pennsylvania
$3K

PEG Hedge Fund Activity: Q2 2017 in Review

737 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2017, worth a combined $14.5B — down 2.6% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new PEG positions and 55 closed out — a net gain of 12 holders — while 273 added to existing stakes and 244 trimmed.

The largest buyer was Luminus Management, adding an estimated $200M. The largest seller was Ninety One (UK), cutting an estimated $119M.

  • 737 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2017, up from 734 in Q1 2017.
  • Funds reported $14.5B of Public Service Enterprise Group stock for Q2 2017, down 2.6% quarter-over-quarter.
  • 67 funds opened new Public Service Enterprise Group positions in Q2 2017 and 55 closed out, a net change of +12 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2017 was Luminus Management, an estimated $200M added.
  • The largest Public Service Enterprise Group seller in Q2 2017 was Ninety One (UK), an estimated $119M sold.

Based on aggregated 13F filings for Q2 2017.