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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
WA
751
WealthTrust-Arizona
Arizona
$20K -$377 -7 -2%
FFW
752
Fusion Family Wealth
New York
$20K
HR
753
Howe & Rusling
New York
$20K
BBHC
754
Brown Brothers Harriman & Co
New York
$19K
Rockefeller Capital Management
755
Rockefeller Capital Management
New York
$19K
WPW
756
Winthrop Partners - WNY
New York
$18.7K
LWM
757
Lenox Wealth Management
Ohio
$18K +$538 +10 +3%
WANY
758
Wealthspire Advisors (New York)
New York
$18K +$18.5K +343 New
EWM
759
Executive Wealth Management
Michigan
$17K +$17.7K +329 New
GRP
760
Global Retirement Partners
California
$16K -$15K -278 -48%
HCM
761
Highlander Capital Management
New Jersey
$16K
MWM
762
Mascoma Wealth Management
New Hampshire
$16K
PCFFS
763
Pacific Center for Financial Services
California
$16K
IFAM
764
Institutional & Family Asset Management
Colorado
$15K
SIAP
765
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K
LPWM
766
Lake Point Wealth Management
Texas
$15K +$15.4K +286 New
FPFS
767
First Personal Financial Services
North Carolina
$14K -$108 -2 -0.7%
LFA
768
Legacy Financial Advisors
Kentucky
$14K +$6.84K +127 +85%
SFA
769
Semmax Financial Advisors
North Carolina
$14K +$14.6K +271 New
JWA
770
JFS Wealth Advisors
Pennsylvania
$13K -$2.75K -51 -17%
KPW
771
Kore Private Wealth
New York
$13K +$13.9K +259 New
NIM
772
NuWave Investment Management
New Jersey
$12K -$189K -3,519 -94%
RA
773
Rational Advisors
New York
$12K -$32.2K -598 -72%
SIS
774
Sound Income Strategies
Florida
$12K
SFSIG
775
San Francisco Sentry Investment Group
California
$12K +$108 +2 +0.8%

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.