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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
FTI
726
Fiduciary Trust International
Massachusetts
$33K +$33.8K +627 New
ED
727
Exane Derivatives
France
$32.5K
BCMIO
728
Beacon Capital Management Inc (Ohio)
Ohio
$32K
BWA
729
Burt Wealth Advisors
Maryland
$32K
PFSC
730
Peoples Financial Services Corp
Pennsylvania
$31K -$53.8K -1,000 -63%
AF
731
Allworth Financial
California
$31K -$1.29K -24 -4%
RT
732
Rockland Trust
Massachusetts
$31K +$32.3K +600 New
SPL
733
Smart Portfolios LLC
Washington
$30K
CAM
734
Cresset Asset Management
Illinois
$30K +$30.8K +572 New
WCM
735
WealthBridge Capital Management
Ohio
$29K +$29.6K +550 New
RCAG
736
Rehmann Capital Advisory Group
Michigan
$28.7K
VFA
737
Valeo Financial Advisors
Indiana
$27K -$108 -2 -0.4%
PFBT
738
Parkside Financial Bank & Trust
Missouri
$27K +$1.78K +33 +7%
EWM
739
Elmwood Wealth Management
California
$26K
RMC
740
Resources Management Corp
Connecticut
$26K
VCM
741
Versant Capital Management
Arizona
$26K
AS
742
Altshuler Shaham
Israel
$26K +$1.94K +36 +8%
NCM
743
Nelson Capital Management
California
$24K
BWP
744
Baldwin Wealth Partners
Massachusetts
$24K +$8.4K +156 +50%
CFD
745
Creative Financial Designs
Indiana
$24K +$24.4K +454 New
NFG
746
Next Financial Group
Texas
$22K -$17.2K -320 -43%
TFO
747
Tarbox Family Office
California
$22K -$11.3K -210 -33%
CA
748
Centerpoint Advisors
Massachusetts
$22K
GAM
749
Gemmer Asset Management
California
$22K
AIM
750
Anchor Investment Management
South Carolina
$20.8K +$21.5K +400 New

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.