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Public Service Enterprise Group
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843 hedge funds and large institutions have $20.9B invested in Public Service Enterprise Group in 2019 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 305 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,147% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $6.22M

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

42% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 64

17% more capital invested

Capital invested by funds: $17.9B → $20.9B (+$2.99B)

2% more funds holding

Funds holding: 824 → 843 (+19)

0.55% more ownership

Funds ownership: 69.34% → 69.9% (+0.55%)

7% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 305

Holders
843
Holders Change
+19
Holders Change %
+2.31%
% of All Funds
18.25%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
91
Increased
285
Reduced
305
Closed
64
Calls
$77.6M
Puts
$6.22M
Net Calls
+$71.3M
Net Calls Change
+$18M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$437M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$224M
3
CVA
Ceredex Value Advisors
Florida
+$139M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$109M
5
ZP
Zimmer Partners
New York
+$100M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$367M
2
BlackRock
BlackRock
New York
-$213M
3
Millennium Management
Millennium Management
New York
-$124M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$87.8M
5
H
Hexavest
Quebec, Canada
-$69.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
826
Delta Asset Management
Tennessee
$4K – – –
OFW
827
Omnia Family Wealth
Florida
$4K – – –
SIM
828
Sonora Investment Management
Arizona
$4K – – –
PGA
829
Premia Global Advisors
Florida
$4K +$3.91K +70 New
SCM
830
Shelton Capital Management
Colorado
$3.86K -$203K -3,632 -94%
HWA
831
Heritage Wealth Advisors
Virginia
$3.39K +$3.19K +57 New
DBT
832
Dubuque Bank & Trust
Iowa
$2K – – –
SL
833
Salomon & Ludwin
Virginia
$2K +$1.68K +30 New
CT
834
Chicago Trust
Illinois
$1.73K -$90.2K -1,613 -5%
VFA
835
Valeo Financial Advisors
Indiana
$1K -$27.9K -500 -95%
AIA
836
Alera Investment Advisors
Illinois
$1K -$2.57K -46 -75%
CAGAS
837
Capital Advisory Group Advisory Services
Minnesota
$1K – – –
IDBONY
838
Israel Discount Bank of New York
New York
$1K – – –
CA
839
Crewe Advisors
Utah
$1K +$727 +13 New
JPLA
840
Joseph P. Lucia & Associates
New York
$300 +$994K +17,775 New
ED
841
Exane Derivatives
France
$59 -$34.9K -624 -100%
Balyasny Asset Management
842
Balyasny Asset Management
Illinois
– -$87.8M -1,687,083 Closed
H
843
Hexavest
Quebec, Canada
– -$69.3M -1,332,164 Closed
LM
844
Luminus Management
Texas
– -$50.5M -970,719 Closed
PI
845
PGGM Investments
Netherlands
– -$16.2M -310,900 Closed
WMSA
846
Weiss Multi-Strategy Advisers
New York
– -$14.8M -285,000 Closed
CIM
847
Castleton Investment Management
Connecticut
– -$4.71M -90,568 Closed
CIBC World Market
848
CIBC World Market
Ontario, Canada
– -$4.13M -79,341 Closed
ZIG
849
Zurich Insurance Group
Switzerland
– -$3.79M -72,762 Closed
DA
850
Duality Advisers
Florida
– -$2.42M -46,540 Closed
32 33
34
35 36

PEG Hedge Fund Activity: Q1 2019 in Review

843 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2019, worth a combined $20.9B — up 17% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new PEG positions and 64 closed out — a net gain of 27 holders — while 285 added to existing stakes and 305 trimmed.

The largest buyer was Capital World Investors, adding an estimated $437M. The largest seller was Capital International Investors, cutting an estimated $367M.

  • 843 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2019, up from 824 in Q4 2018.
  • Funds reported $20.9B of Public Service Enterprise Group stock for Q1 2019, up 17% quarter-over-quarter.
  • 91 funds opened new Public Service Enterprise Group positions in Q1 2019 and 64 closed out, a net change of +27 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2019 was Capital World Investors, an estimated $437M added.
  • The largest Public Service Enterprise Group seller in Q1 2019 was Capital International Investors, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2019.