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Public Service Enterprise Group
PEG

843 hedge funds and large institutions have $20.9B invested in Public Service Enterprise Group in 2019 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 305 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,147% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $6.22M

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

42% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 64

17% more capital invested

Capital invested by funds: $17.9B → $20.9B (+$2.99B)

2% more funds holding

Funds holding: 824 → 843 (+19)

0.55% more ownership

Funds ownership: 69.34% → 69.9% (+0.55%)

7% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 305

Holders
843
Holders Change
+19
Holders Change %
+2.31%
% of All Funds
18.25%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
91
Increased
285
Reduced
305
Closed
64
Calls
$77.6M
Puts
$6.22M
Net Calls
+$71.3M
Net Calls Change
+$18M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$437M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$224M
3
CVA
Ceredex Value Advisors
Florida
+$139M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$109M
5
ZP
Zimmer Partners
New York
+$100M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$367M
2
BlackRock
BlackRock
New York
-$213M
3
Millennium Management
Millennium Management
New York
-$124M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$87.8M
5
H
Hexavest
Quebec, Canada
-$69.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jennison Associates
51
Jennison Associates
New York
$65.8M +$30.1M +539,167 +95%
Principal Financial Group
52
Principal Financial Group
Iowa
$64.5M +$15.2M +272,095 +33%
AT
53
AMF Tjänstepension
Sweden
$64.1M +$8.98M +160,622 +17%
New York State Common Retirement Fund
54
New York State Common Retirement Fund
New York
$63.8M -$352K -6,300 -0.6%
APG Asset Management
55
APG Asset Management
Netherlands
$62.9M -$1.61M -28,800 -2%
Thrivent Financial for Lutherans
56
Thrivent Financial for Lutherans
Minnesota
$62.7M -$22.4M -401,556 -28%
Lord, Abbett & Co
57
Lord, Abbett & Co
New Jersey
$60.3M +$3.82M +68,300 +7%
WHRC
58
W.H. Reaves & Co
New Jersey
$58.5M +$6.97M +124,730 +15%
TCIM
59
TIAA CREF Investment Management
New York
$57M -$2.34M -41,932 -4%
Millennium Management
60
Millennium Management
New York
$55.2M -$124M -2,223,003 -71%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$55M +$2.18M +38,932 +4%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$52.6M -$1.16M -20,756 -2%
RhumbLine Advisers
63
RhumbLine Advisers
Massachusetts
$48.4M -$5.32M -95,158 -10%
AllianceBernstein
64
AllianceBernstein
Tennessee
$47.9M -$1.2M -21,534 -3%
VRS
65
Virginia Retirement Systems
Virginia
$44.5M -$593K -10,600 -1%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$43.3M +$1.49M +26,600 +4%
CS
67
Credit Suisse
Switzerland
$43.1M -$32.7M -584,297 -45%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$42M -$316K -5,659 -0.8%
Citigroup
69
Citigroup
New York
$41.7M +$27.7M +495,699 +241%
FMI
70
Factory Mutual Insurance
Massachusetts
$40.3M +$22.4K +400 +0.1%
ORIO
71
Old Republic International (ORI)
Illinois
$39.5M – – –
HSBC Holdings
72
HSBC Holdings
United Kingdom
$39.3M +$13.6M +243,831 +58%
N
73
Nuveen
North Carolina
$35.9M +$1.48M +26,408 +5%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$35.2M +$11.7M +209,947 +55%
AIA
75
Avalon Investment & Advisory
Texas
$35.2M +$2.02M +36,068 +6%
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3
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PEG Hedge Fund Activity: Q1 2019 in Review

843 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2019, worth a combined $20.9B — up 17% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new PEG positions and 64 closed out — a net gain of 27 holders — while 285 added to existing stakes and 305 trimmed.

The largest buyer was Capital World Investors, adding an estimated $437M. The largest seller was Capital International Investors, cutting an estimated $367M.

  • 843 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2019, up from 824 in Q4 2018.
  • Funds reported $20.9B of Public Service Enterprise Group stock for Q1 2019, up 17% quarter-over-quarter.
  • 91 funds opened new Public Service Enterprise Group positions in Q1 2019 and 64 closed out, a net change of +27 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2019 was Capital World Investors, an estimated $437M added.
  • The largest Public Service Enterprise Group seller in Q1 2019 was Capital International Investors, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2019.