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Public Service Enterprise Group
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731 hedge funds and large institutions have $14.7B invested in Public Service Enterprise Group in 2016 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 252 increasing their positions, 258 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $9.98M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

6% more funds holding

Funds holding: 688 → 731 (+43)

5% more capital invested

Capital invested by funds: $14B → $14.7B (+$681M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.35% less ownership

Funds ownership: 66.52% → 66.17% (-0.35%)

2% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 258

Holders
731
Holders Change
+43
Holders Change %
+6.25%
% of All Funds
18.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
97
Increased
252
Reduced
258
Closed
44
Calls
$23.8M
Puts
$9.98M
Net Calls
+$13.9M
Net Calls Change
-$5.13M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$104M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$85.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$84M
4
BFA
BlackRock Fund Advisors
California
+$80.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$314M
2
Ameriprise
Ameriprise
Minnesota
-$133M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$80.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$57.6M
5
AAMU
Amundi Asset Management US
Massachusetts
-$45.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
751
Cetera Advisors
Colorado
– -$557K -13,273 Closed
VKH
752
Virtu KCG Holdings
New York
– -$455K -10,868 Closed
FRM
753
Fox Run Management
Connecticut
– -$402K -9,600 Closed
QAM
754
Quantres Asset Management
Cayman Islands
– -$348K -8,300 Closed
HPC
755
HM Payson & Co
Maine
– -$287K -6,858 Closed
SBIA
756
Sheaff Brock Investment Advisors
Indiana
– -$285K -6,797 Closed
WP
757
WealthSource Partners
California
– -$245K -5,860 Closed
BRWA
758
B. Riley Wealth Advisors
Florida
– -$243K -5,803 Closed
LP
759
LMR Partners
United Kingdom
– -$233K -5,567 Closed
SS
760
Simplicity Solutions
Minnesota
– -$221K -5,272 Closed
CWM
761
Concert Wealth Management
California
– -$208K -5,003 Closed
SCA
762
Stuart Chaussee & Associates
California
– -$172K -4,101 Closed
LWA
763
Lenox Wealth Advisors
New York
– -$168K -4,002 Closed
Walleye Trading
764
Walleye Trading
New York
– -$123K -2,946 Closed
TG
765
TLP Group
Illinois
– -$120K -2,858 Closed
S
766
SignatureFD
Georgia
– -$97K -2,321 Closed
WIC
767
Woodmont Investment Counsel
Tennessee
– -$83K -1,989 Closed
RFWA
768
RPg Family Wealth Advisory
Massachusetts
– -$43K -1,027 Closed
EDRH
769
Edmond de Rothschild Holding
Switzerland
– -$35K -830 Closed
AIM
770
Arcadia Investment Management
Michigan
– -$31K -750 Closed
MWP
771
MYCIO Wealth Partners
Pennsylvania
– -$30K -714 Closed
CIM
772
Contravisory Investment Management
Massachusetts
– -$25K -600 Closed
KA
773
Klingman & Associates
New York
– -$20K -484 Closed
RCG
774
Ruggie Capital Group
Florida
– -$16K -376 Closed
27 28 29 30
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PEG Hedge Fund Activity: Q4 2016 in Review

731 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2016, worth a combined $14.7B — up 4.9% from $14B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PEG positions and 44 closed out — a net gain of 53 holders — while 252 added to existing stakes and 258 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $314M.

  • 731 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2016, up from 688 in Q3 2016.
  • Funds reported $14.7B of Public Service Enterprise Group stock for Q4 2016, up 4.9% quarter-over-quarter.
  • 97 funds opened new Public Service Enterprise Group positions in Q4 2016 and 44 closed out, a net change of +53 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2016 was Millennium Management, an estimated $104M added.
  • The largest Public Service Enterprise Group seller in Q4 2016 was JP Morgan Chase, an estimated $314M sold.

Based on aggregated 13F filings for Q4 2016.