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Public Service Enterprise Group

876 hedge funds and large institutions have $20.7B invested in Public Service Enterprise Group in 2019 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 304 increasing their positions, 268 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,433% more call options, than puts

Call options by funds: $48.3M | Put options by funds: $3.15M

187% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 46

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

13% more repeat investments, than reductions

Existing positions increased: 304 | Existing positions reduced: 268

9% more funds holding

Funds holding: 807876 (+69)

0.76% less ownership

Funds ownership: 70.25%69.48% (-0.76%)

6% less capital invested

Capital invested by funds: $22B → $20.7B (-$1.29B)

Holders
876
Holders Change
+69
Holders Change %
+8.55%
% of All Funds
17.26%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.16%
New
132
Increased
304
Reduced
268
Closed
46
Calls
$48.3M
Puts
$3.15M
Net Calls
+$45.2M
Net Calls Change
-$8.22M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
751
O'Shaughnessy Asset Management
Connecticut
$65K +$66.2K +1,093 New
CP
752
Corbenic Partners
Pennsylvania
$63K +$64.2K +1,059 New
OPS
753
Orion Portfolio Solutions
Nebraska
$63K +$64.7K +1,067 New
PO
754
Private Ocean
California
$62K +$52K +858 +488%
BWM
755
BerganKDV Wealth Management
Minnesota
$60K +$1.27K +21 +2%
CHAM
756
Clear Harbor Asset Management
Connecticut
$59K +$60.6K +1,000 New
FGAM
757
Financial Gravity Asset Management
Texas
$59K -$3.58K -59 -80%
HSA
758
Hussman Strategic Advisors
Maryland
$59K
TFA
759
Toth Financial Advisory
Virginia
$59K
ECM
760
Estabrook Capital Management
New York
$56.6K
EWM
761
Endurance Wealth Management
Rhode Island
$56K
SCM
762
Silvant Capital Management
Georgia
$54K
FCA
763
FinTrust Capital Advisors
South Carolina
$53K
JFA
764
JNBA Financial Advisors
Minnesota
$51K
EI
765
Ellevest Inc
New York
$51K +$52K +858 +9,533%
HIA
766
Harbor Investment Advisory
Maryland
$50K +$51.2K +845 New
MCA
767
Mercer Capital Advisers
New Jersey
$49K
RAM
768
Riggs Asset Management
Pennsylvania
$43K
TAIM
769
TD Ameritrade Investment Management
Nebraska
$43K +$121 +2 +0.3%
GDP
770
Great Diamond Partners
Maine
$43K +$44.8K +739 New
PFBT
771
Parkside Financial Bank & Trust
Missouri
$41K +$3.33K +55 +8%
ATC
772
Adirondack Trust Company
New York
$40K -$67.1K -1,107 -62%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
773
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$40K +$41.3K +682 New
SIC
774
Salem Investment Counselors
North Carolina
$39K
BWA
775
Burt Wealth Advisors
Maryland
$37K

PEG Hedge Fund Activity: Q4 2019 in Review

876 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2019, worth a combined $20.7B — down 5.8% from $22B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new PEG positions and 46 closed out — a net gain of 86 holders — while 304 added to existing stakes and 268 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $115M. The largest seller was Capital World Investors, cutting an estimated $669M.

  • 876 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2019, up from 807 in Q3 2019.
  • Funds reported $20.7B of Public Service Enterprise Group stock for Q4 2019, down 5.8% quarter-over-quarter.
  • 132 funds opened new Public Service Enterprise Group positions in Q4 2019 and 46 closed out, a net change of +86 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2019 was D.E. Shaw & Co, an estimated $115M added.
  • The largest Public Service Enterprise Group seller in Q4 2019 was Capital World Investors, an estimated $669M sold.

Based on aggregated 13F filings for Q4 2019.