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Public Service Enterprise Group
PEG

607 hedge funds and large institutions have $12.5B invested in Public Service Enterprise Group in 2014 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 207 increasing their positions, 224 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

97% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 35

56% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $7.96M

18% more capital invested

Capital invested by funds: $10.6B → $12.5B (+$1.91B)

5% more funds holding

Funds holding: 577 → 607 (+30)

0.58% less ownership

Funds ownership: 65.54% → 64.96% (-0.58%)

8% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 224

Holders
607
Holders Change
+30
Holders Change %
+5.2%
% of All Funds
17.53%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.14%
New
69
Increased
207
Reduced
224
Closed
35
Calls
$12.4M
Puts
$7.96M
Net Calls
+$4.45M
Net Calls Change
-$12.1M

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$187M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$139M
3
CBOA
Commonwealth Bank of Australia
Australia
+$61.8M
4
Renaissance Technologies
Renaissance Technologies
New York
+$27.6M
5
Principal Financial Group
Principal Financial Group
Iowa
+$24.8M

Top Sellers

1
BA
BlackRock Advisors
Delaware
-$201M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$138M
3
IG
ING Group
Netherlands
-$68.1M
4
SB
Suntrust Banks
Georgia
-$60.7M
5
BIM
BlackRock Investment Management
Delaware
-$57.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
Thrivent Financial for Lutherans
76
Thrivent Financial for Lutherans
Minnesota
$27.2M +$352K +10,198 +1%
SG Americas Securities
77
SG Americas Securities
New York
$26.5M -$2.98M -86,241 -11%
Morgan Stanley
78
Morgan Stanley
New York
$23M -$3.72M -107,777 -15%
BJ
79
BlackRock Japan
Japan
$22.5M -$1.1M -31,839 -5%
TD Asset Management
80
TD Asset Management
Ontario, Canada
$22.5M -$407K -11,780 -2%
WCM
81
Wedge Capital Management
North Carolina
$22.3M -$798K -23,125 -4%
Robeco Institutional Asset Management
82
Robeco Institutional Asset Management
Netherlands
$21.9M +$9.94M +287,828 +101%
PNC Financial Services Group
83
PNC Financial Services Group
Pennsylvania
$21.6M -$585K -16,936 -3%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$21.6M +$204K +5,900 +1%
State of Wisconsin Investment Board
85
State of Wisconsin Investment Board
Wisconsin
$21.4M +$18.3K +530 +0.1%
LBG
86
Lloyds Banking Group
United Kingdom
$21.4M -$461K -13,345 -2%
Arrowstreet Capital
87
Arrowstreet Capital
Massachusetts
$20.2M +$18.3M +529,884 New
PP
88
Prospector Partners
Connecticut
$19.9M -$2.41M -69,700 -12%
HW
89
Hancock Whitney
Mississippi
$19.3M +$688K +19,925 +4%
Swiss National Bank
90
Swiss National Bank
Switzerland
$18.7M -$1.68M -48,600 -9%
VOYA Investment Management
91
VOYA Investment Management
Georgia
$18.6M +$2.53M +73,260 +18%
Susquehanna International Group
92
Susquehanna International Group
Pennsylvania
$18.3M +$11.6M +335,592 +233%
U
93
UBS
Switzerland
$18M +$4.71M +136,553 +41%
RP
94
Reinhart Partners
Wisconsin
$18M +$571K +16,540 +4%
CCMH
95
Cornerstone Capital Management Holdings
New York
$18M +$5.27M +152,659 +48%
DCM
96
Dupont Capital Management
Delaware
$17.8M +$1.94M +56,072 +14%
ZIM
97
Zacks Investment Management
Illinois
$17.7M +$1.61M +46,643 +11%
American Century Companies
98
American Century Companies
Missouri
$17.5M -$1.69M -49,027 -10%
BIM
99
BRC Investment Management
Colorado
$16.8M +$1.63M +47,150 +12%
H
100
Hexavest
Quebec, Canada
$16.4M +$13.2K +381 +0.1%
2 3
4
5 6

PEG Hedge Fund Activity: Q1 2014 in Review

607 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2014, worth a combined $12.5B — up 18% from $10.6B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new PEG positions and 35 closed out — a net gain of 34 holders — while 207 added to existing stakes and 224 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $187M. The largest seller was BlackRock Advisors, cutting an estimated $201M.

  • 607 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2014, up from 577 in Q4 2013.
  • Funds reported $12.5B of Public Service Enterprise Group stock for Q1 2014, up 18% quarter-over-quarter.
  • 69 funds opened new Public Service Enterprise Group positions in Q1 2014 and 35 closed out, a net change of +34 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2014 was JP Morgan Chase, an estimated $187M added.
  • The largest Public Service Enterprise Group seller in Q1 2014 was BlackRock Advisors, an estimated $201M sold.

Based on aggregated 13F filings for Q1 2014.