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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
BWP
801
Baldwin Wealth Partners
Massachusetts
$19K
HCM
802
Highlander Capital Management
New Jersey
$19K
PCFFS
803
Pacific Center for Financial Services
California
$19K
SLF
804
Sun Life Financial
Ontario, Canada
$18K -$6.91K -114 -28%
GRP
805
Global Retirement Partners
California
$18K
JPLA
806
Joseph P. Lucia & Associates
New York
$18K
RWA
807
Ropes Wealth Advisors
Massachusetts
$18K
SIAP
808
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$17K
WB
809
Webster Bank
Connecticut
$17K
TFGT
810
TS Financial Group (TSFG)
Illinois
$16K
SC
811
Solstein Capital
California
$16K +$16.2K +267 New
AIM
812
AIA Investment Management
Singapore
$15K
JWA
813
JFS Wealth Advisors
Pennsylvania
$15K
MCM
814
MV Capital Management
Maryland
$15K
BCWM
815
Bartlett & Co Wealth Management
Ohio
$14.8K
IFAM
816
Institutional & Family Asset Management
Colorado
$14K -$2.48K -41 -15%
BL
817
Balentine LLC
Georgia
$14K -$1.27K -21 -8%
SIS
818
Sound Income Strategies
Florida
$14K
VCP
819
Verus Capital Partners
Arizona
$14K +$13.9K +229 New
GFPC
820
Global Financial Private Client
Florida
$13.7K +$14.1K +232 New
LWM
821
Lenox Wealth Management
Ohio
$13K -$8.55K -141 -39%
FPFS
822
First Personal Financial Services
North Carolina
$13K
FP
823
Financial Perspectives
Minnesota
$12.3K +$12.7K +209 New
EW
824
Evoke Wealth
California
$12.2K +$182 +3 +1%
EAM
825
Eukles Asset Management
Ohio
$12K

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.