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Public Service Enterprise Group

835 hedge funds and large institutions have $21.3B invested in Public Service Enterprise Group in 2019 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 305 increasing their positions, 299 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

986% more call options, than puts

Call options by funds: $73.6M | Put options by funds: $6.77M

5% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 61

2% more repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 299

1% more capital invested

Capital invested by funds: $20.9B → $21.3B (+$313M)

0.54% more ownership

Funds ownership: 69.9%70.43% (+0.54%)

1% less funds holding

Funds holding: 843835 (-8)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
835
Holders Change
-8
Holders Change %
-0.95%
% of All Funds
18.14%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.13%
New
64
Increased
305
Reduced
299
Closed
61
Calls
$73.6M
Puts
$6.77M
Net Calls
+$66.8M
Net Calls Change
-$4.52M
Name Holding Trade Value Shares
Change
Change in
Stake
BCMIO
751
Beacon Capital Management Inc (Ohio)
Ohio
$36K
PFSC
752
Peoples Financial Services Corp
Pennsylvania
$36K
AF
753
Allworth Financial
California
$35K -$3.75K -63 -10%
Fidelity International
754
Fidelity International
Bermuda
$34K -$11.5K -193 -25%
EWM
755
Elmwood Wealth Management
California
$29K
SCA
756
Stonebridge Capital Advisors
Minnesota
$29K +$29.6K +497 New
NCM
757
Nelson Capital Management
California
$28K
TFO
758
Tarbox Family Office
California
$27K +$1.61K +27 +6%
BCA
759
Berman Capital Advisors
Georgia
$27K +$12.1K +203 +79%
BEI
760
Benjamin Edwards Inc
Missouri
$25K
CA
761
Centerpoint Advisors
Massachusetts
$25K
GAM
762
Gemmer Asset Management
California
$25K
SLF
763
Sun Life Financial
Ontario, Canada
$24K -$26.9K -452 -52%
ZB
764
Zions Bancorporation
Utah
$24K -$298 -5 -1%
AIM
765
Anchor Investment Management
South Carolina
$23.5K
LWM
766
Lenox Wealth Management
Ohio
$20K
HCM
767
Highlander Capital Management
New Jersey
$19K
JPLA
768
Joseph P. Lucia & Associates
New York
$18K -$1.04M -17,475 -98%
BWP
769
Baldwin Wealth Partners
Massachusetts
$18K -$10.4K -175 -36%
GRP
770
Global Retirement Partners
California
$18K
MWM
771
Mascoma Wealth Management
New Hampshire
$18K
PCFFS
772
Pacific Center for Financial Services
California
$18K
SIAP
773
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$18K
PFO
774
Pathstone Family Office
New Jersey
$18K +$18.3K +307 New
FPFS
775
First Personal Financial Services
North Carolina
$17K -$2.2K -37 -11%

PEG Hedge Fund Activity: Q2 2019 in Review

835 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2019, worth a combined $21.3B — up 1.5% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new PEG positions and 61 closed out — a net gain of 3 holders — while 305 added to existing stakes and 299 trimmed.

The largest buyer was Nuveen, adding an estimated $144M. The largest seller was AQR Capital Management, cutting an estimated $129M.

  • 835 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2019, down from 843 in Q1 2019.
  • Funds reported $21.3B of Public Service Enterprise Group stock for Q2 2019, up 1.5% quarter-over-quarter.
  • 64 funds opened new Public Service Enterprise Group positions in Q2 2019 and 61 closed out, a net change of +3 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2019 was Nuveen, an estimated $144M added.
  • The largest Public Service Enterprise Group seller in Q2 2019 was AQR Capital Management, an estimated $129M sold.

Based on aggregated 13F filings for Q2 2019.