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Public Service Enterprise Group
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Overview Fund Activity

805 hedge funds and large institutions have $18.3B invested in Public Service Enterprise Group in 2018 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 254 increasing their positions, 306 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
805
Holders Change
+5
Holders Change %
+0.63%
% of All Funds
18.43%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.14%
New
66
Increased
254
Reduced
306
Closed
52
Calls
$48.7M
Puts
$5.72M
Net Calls
+$43M
Net Calls Change
-$11.6M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$493M
2
UH
Unigestion Holding
Switzerland
$79M
3
ZP
Zimmer Partners
New York
$51.6M
4
Millennium Management
Millennium Management
New York
$161M
5
Allianz Asset Management
Allianz Asset Management
Germany
$219M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$193M
2
Capital World Investors
Capital World Investors
California
$1.42B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$511M
4
Federated Hermes
Federated Hermes
Pennsylvania
$208M
5
AQR Capital Management
AQR Capital Management
Connecticut
$174M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCP
776
Proficio Capital Partners
Massachusetts
$8K – – –
FGAM
777
Financial Gravity Asset Management
Texas
$8K +$235 +4 +3%
CIA
778
CSat Investment Advisory
Michigan
$8K +$865 +16 +12%
SWA
779
Sutton Wealth Advisors
Florida
$7.5K – – –
LFA
780
Legacy Financial Advisors
Kentucky
$7K – – –
MFW
781
Mosaic Family Wealth
Missouri
$6K -$18.3K -318 -75%
OFW
782
Omnia Family Wealth
Florida
$6K – – –
AIM
783
Advantage Investment Management
Iowa
$6K – – –
VRM
784
Vectors Research Management
New York
$6K +$6K +120 New
WPA
785
West Paces Advisors
Georgia
$5.39K – – –
OC
786
Oakworth Capital
Alabama
$5K – – –
RWA
787
Ropes Wealth Advisors
Massachusetts
$5K – – –
SCM
788
Southport Capital Management
Tennessee
$5K +$5K +100 New
FCFS
789
First Command Financial Services
Texas
$4K – – –
MFT
790
Moisand Fitzgerald Tamayo
Florida
$4K – – –
FCB
791
First Command Bank
Texas
$4K – – –
BSG
792
Black Swift Group
Colorado
$4K +$4K +69 New
BCI
793
Brinker Capital Investments
Pennsylvania
$4K +$4K +78 New
SIM
794
Sonora Investment Management
Arizona
$3K – – –
DAM
795
Delta Asset Management
Tennessee
$3K – – –
ACM
796
Aviance Capital Management
Florida
$3K +$911 +17 +44%
PFGIA
797
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +57 New
DBT
798
Dubuque Bank & Trust
Iowa
$2K -$919 -17 -31%
IDBONY
799
Israel Discount Bank of New York
New York
$2K -$500 -10 -20%
WWM
800
Wagner Wealth Management
South Carolina
$2K +$2K +33 New
30 31
32
33 34