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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
OC
801
Oakworth Capital
Alabama
$5K
RWA
802
Ropes Wealth Advisors
Massachusetts
$5K
OAM
803
Oppenheimer Asset Management
New York
$5K +$4.95K +92 New
GT
804
Glenmede Trust
Pennsylvania
$4.88K -$2.43M -45,060 -32%
OFW
805
Omnia Family Wealth
Florida
$4K -$2.42K -45 -38%
BSG
806
Black Swift Group
Colorado
$4K
BCI
807
Brinker Capital Investments
Pennsylvania
$4K
FCB
808
First Command Bank
Texas
$4K
FCFS
809
First Command Financial Services
Texas
$4K
MFT
810
Moisand Fitzgerald Tamayo
Florida
$4K
APC
811
Aspire Private Capital
North Carolina
$4K +$4.14K +77 New
Schroder Investment Management Group
812
Schroder Investment Management Group
United Kingdom
$3.89K -$1.15M -21,422 -22%
DAM
813
Delta Asset Management
Tennessee
$3K
SIM
814
Sonora Investment Management
Arizona
$3K
AIA
815
Alera Investment Advisors
Illinois
$3K +$3.28K +61 New
AF
816
Arrow Financial
New York
$3K +$3.34K +62 New
FGC
817
Financial Gravity Companies
Texas
$3K +$3.44K +64 New
DBT
818
Dubuque Bank & Trust
Iowa
$2K
CT
819
Chicago Trust
Illinois
$1.6K -$8.18K -152 -0.5%
IDBONY
820
Israel Discount Bank of New York
New York
$1K -$1.08K -20 -50%
CAGAS
821
Capital Advisory Group Advisory Services
Minnesota
$1K
CI
822
CX Institutional
Indiana
$1K +$1.13K +21 New
UB
823
UMB Bank
Missouri
$523 -$142K -2,640 -21%
LC
824
LNZ Capital
New York
-$15.4M -292,000 Closed
SCM
825
Stevens Capital Management
Pennsylvania
-$15.1M -285,663 Closed

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.