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Public Service Enterprise Group
PEG

731 hedge funds and large institutions have $14.7B invested in Public Service Enterprise Group in 2016 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 252 increasing their positions, 258 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more call options, than puts

Call options by funds: $23.8M | Put options by funds: $9.98M

120% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 44

6% more funds holding

Funds holding: 688 → 731 (+43)

5% more capital invested

Capital invested by funds: $14B → $14.7B (+$681M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.35% less ownership

Funds ownership: 66.52% → 66.17% (-0.35%)

2% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 258

Holders
731
Holders Change
+43
Holders Change %
+6.25%
% of All Funds
18.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
97
Increased
252
Reduced
258
Closed
44
Calls
$23.8M
Puts
$9.98M
Net Calls
+$13.9M
Net Calls Change
-$5.13M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$104M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$85.6M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$84M
4
BFA
BlackRock Fund Advisors
California
+$80.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$69M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$314M
2
Ameriprise
Ameriprise
Minnesota
-$133M
3
Allianz Asset Management
Allianz Asset Management
Germany
-$80.5M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$57.6M
5
AAMU
Amundi Asset Management US
Massachusetts
-$45.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
76
Gateway Investment Advisers
Ohio
$37M +$93.5K +2,243 +0.3%
Barclays
77
Barclays
United Kingdom
$36.6M +$16.9M +404,155 +94%
GLA
78
Great Lakes Advisors
Illinois
$34.7M -$172K -4,122 -0.5%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$32.5M -$13.5M -324,626 -30%
Caisse de Depot et Placement du Quebec (CDPQ)
80
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$32.2M -$5.41M -129,780 -15%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$31.6M -$134K -3,207 -0.4%
HAI
82
Hennessy Advisors Inc
California
$30.8M -$1.75M -42,000 -6%
BJ
83
BlackRock Japan
Japan
$30.7M +$1.53M +36,709 +6%
AAMU
84
AEGON Asset Management (UK)
United Kingdom
$30.3M -$2.48M -59,558 -8%
JP Morgan Chase
85
JP Morgan Chase
New York
$29.4M -$314M -7,530,255 -92%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$28.1M -$3.52M -84,332 -11%
VRS
87
Virginia Retirement Systems
Virginia
$27.8M +$851K +20,400 +3%
RP
88
Reinhart Partners
Wisconsin
$27.7M +$7.9M +189,429 +43%
American Century Companies
89
American Century Companies
Missouri
$26.7M -$1.68M -40,263 -6%
ORIO
90
Old Republic International (ORI)
Illinois
$26.5M – – –
MIS
91
Morningstar Investment Services
Illinois
$26.4M +$2.03M +48,580 +9%
Balyasny Asset Management
92
Balyasny Asset Management
Illinois
$26.2M +$22.2M +532,953 +842%
Lazard Asset Management
93
Lazard Asset Management
New York
$25.1M +$2.1M +50,434 +10%
FMI
94
Factory Mutual Insurance
Massachusetts
$25M – – –
Macquarie Group
95
Macquarie Group
Australia
$24.8M +$8.35M +200,233 +55%
TD Asset Management
96
TD Asset Management
Ontario, Canada
$24.7M -$810K -19,431 -3%
UBS Group
97
UBS Group
Switzerland
$24.5M +$1.71M +41,054 +8%
Manulife (Manufacturers Life Insurance)
98
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24.3M +$1.18M +28,293 +5%
VLKIM
99
Van Lanschot Kempen Investment Management
Netherlands
$21.5M +$884K +21,200 +5%
AG
100
Aperio Group
California
$20.9M -$27.4M -656,379 -58%
2 3
4
5 6

PEG Hedge Fund Activity: Q4 2016 in Review

731 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2016, worth a combined $14.7B — up 4.9% from $14B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PEG positions and 44 closed out — a net gain of 53 holders — while 252 added to existing stakes and 258 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $104M. The largest seller was JP Morgan Chase, cutting an estimated $314M.

  • 731 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2016, up from 688 in Q3 2016.
  • Funds reported $14.7B of Public Service Enterprise Group stock for Q4 2016, up 4.9% quarter-over-quarter.
  • 97 funds opened new Public Service Enterprise Group positions in Q4 2016 and 44 closed out, a net change of +53 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2016 was Millennium Management, an estimated $104M added.
  • The largest Public Service Enterprise Group seller in Q4 2016 was JP Morgan Chase, an estimated $314M sold.

Based on aggregated 13F filings for Q4 2016.