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Public Service Enterprise Group
PEG

607 hedge funds and large institutions have $12.5B invested in Public Service Enterprise Group in 2014 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 207 increasing their positions, 224 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

97% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 35

56% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $7.96M

18% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.91B)

5% more funds holding

Funds holding: 577 → 607 (+30)

0.58% less ownership

Funds ownership: 65.54% → 64.96% (-0.58%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 224

Holders
607
Holders Change
+30
Holders Change %
+5.2%
% of All Funds
17.53%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
69
Increased
207
Reduced
224
Closed
35
Calls
$12.4M
Puts
$7.96M
Net Calls
+$4.45M
Net Calls Change
-$12.1M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$187M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$139M
3
CBOA
Commonwealth Bank of Australia
Australia
+$61.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$27.6M
5
Principal Financial Group
Principal Financial Group
Iowa
+$24.8M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$201M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$138M
3
IG
ING Group
Netherlands
-$68.1M
4
SB
Suntrust Banks
Georgia
-$60.7M
5
BIM
BlackRock Investment Management
Delaware
-$57.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$40.1M -$59K -1,708 -0.2%
AllianceBernstein
52
AllianceBernstein
Tennessee
$40M +$3.35M +97,137 +10%
Barclays
53
Barclays
United Kingdom
$35.9M -$3.27M -94,675 -9%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$35.7M -$798K -23,115 -2%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$35.1M +$148K +4,300 +0.5%
AQR Capital Management
56
AQR Capital Management
Connecticut
$35.1M +$7.65M +221,600 +32%
First Trust Advisors
57
First Trust Advisors
Illinois
$34.8M -$19.7M -570,047 -38%
HAI
58
Hennessy Advisors Inc
California
$33.8M +$3.28M +95,000 +12%
GC
59
Guggenheim Capital
Illinois
$33.7M +$678K +19,647 +2%
Axa
60
Axa
France
$32.2M +$8.43M +244,260 +41%
CEP
61
Chicago Equity Partners
Illinois
$32M +$21.1M +611,915 +271%
CS
62
Credit Suisse
Switzerland
$31.1M -$6.49M -188,020 -19%
RCAMU
63
Rothschild & Co Asset Management US
Connecticut
$30.9M +$1.36M +39,474 +5%
Renaissance Technologies
64
Renaissance Technologies
New York
$30.5M +$27.6M +800,289 New
Dimensional Fund Advisors
65
Dimensional Fund Advisors
Texas
$30.4M -$1.17M -33,857 -4%
RFC
66
Russell Frank Company
Washington
$30.2M +$2.4M +69,441 +10%
T. Rowe Price Associates
67
T. Rowe Price Associates
Maryland
$30.2M +$635K +18,390 +2%
DGHMC
68
Dalton, Greiner, Hartman, Maher & Co
New York
$30M +$5.88M +170,325 +28%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$29.9M +$2.7M +78,210 +11%
GLA
70
Great Lakes Advisors
Illinois
$29M -$363K -10,515 -1%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$28.9M +$2.13M +61,742 +9%
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$27.6M -$1.74M -50,321 -7%
MTB
73
Mizuho Trust & Banking
Japan
$27.5M -$539K -15,606 -2%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$27.4M +$14.3M +412,907 +135%
Allianz Asset Management
75
Allianz Asset Management
Germany
$27.4M +$3.5M +101,250 +16%
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PEG Hedge Fund Activity: Q1 2014 in Review

607 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2014, worth a combined $12.5B — up 18% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PEG positions and 35 closed out — a net gain of 34 holders — while 207 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $187M. The largest seller was BlackRock Advisors, cutting an estimated $201M.

  • 607 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2014, up from 577 in Q4 2013.
  • Funds reported $12.5B of Public Service Enterprise Group stock for Q1 2014, up 18% quarter-over-quarter.
  • 69 funds opened new Public Service Enterprise Group positions in Q1 2014 and 35 closed out, a net change of +34 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2014 was JP Morgan Chase, an estimated $187M added.
  • The largest Public Service Enterprise Group seller in Q1 2014 was BlackRock Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2014.