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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
FCA
701
FinTrust Capital Advisors
South Carolina
$53K +$54.9K +1,020 New
FHA
702
Flagship Harbor Advisors
Massachusetts
$52K -$144K -2,677 -73%
BWM
703
BerganKDV Wealth Management
Minnesota
$52K
HSA
704
Hussman Strategic Advisors
Maryland
$52K
TFA
705
Toth Financial Advisory
Virginia
$52K
CAW
706
Cornerstone Advisors (Washington)
Washington
$51K +$5.33K +99 +11%
ECM
707
Estabrook Capital Management
New York
$49.9K
EWM
708
Endurance Wealth Management
Rhode Island
$49K
ESB
709
Essex Savings Bank
Connecticut
$49K +$51.1K +950 New
CCM
710
Covington Capital Management
California
$47K
WAP
711
Wealthcare Advisory Partners
Pennsylvania
$46K +$20.7K +385 +76%
JFA
712
JNBA Financial Advisors
Minnesota
$45K +$46.9K +872 New
RWA
713
River Wealth Advisors
Pennsylvania
$44K
CFGS
714
Concourse Financial Group Securities
Alabama
$44K +$26K +483 +130%
MCA
715
Mercer Capital Advisers
New Jersey
$43K
Fidelity International
716
Fidelity International
Bermuda
$40K +$8.29K +154 +25%
CFA
717
Carroll Financial Associates
North Carolina
$39K -$2.1K -39 -5%
CFA
718
Camarda Financial Advisors
Florida
$38K
Marshall Wace
719
Marshall Wace
United Kingdom
$38K +$38.8K +721 New
RAM
720
Riggs Asset Management
Pennsylvania
$37K
CA
721
Claro Advisors
Massachusetts
$37K +$37.9K +704 New
OIA
722
OneDigital Investment Advisors
Kansas
$36K
BFEC
723
Benjamin F. Edwards & Company
Missouri
$35K +$6.67K +124 +22%
PCM
724
Princeton Capital Management
New Jersey
$34K
WB
725
Webster Bank
Connecticut
$34K

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.