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Public Service Enterprise Group
PEG

577 hedge funds and large institutions have $10.6B invested in Public Service Enterprise Group in 2013 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 201 increasing their positions, 189 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

293% more call options, than puts

Call options by funds: $22.2M | Put options by funds: $5.66M

213% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 31

12% more funds holding

Funds holding: 517 → 577 (+60)

6% more repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 189

0.98% more ownership

Funds ownership: 64.56% → 65.54% (+0.98%)

1% less capital invested

Capital invested by funds: $10.7B → $10.6B (-$124M)

Holders
577
Holders Change
+60
Holders Change %
+11.61%
% of All Funds
16.75%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
97
Increased
201
Reduced
189
Closed
31
Calls
$22.2M
Puts
$5.66M
Net Calls
+$16.6M
Net Calls Change
+$7.53M

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$103M
2
Principal Financial Group
Principal Financial Group
Iowa
+$54.5M
3
HCM
Hamlin Capital Management
New York
+$46.2M
4
Ameriprise
Ameriprise
Minnesota
+$37.8M
5
APG Asset Management
APG Asset Management
Netherlands
+$29.5M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$308M
2
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$45.8M
3
PAMU
Pictet Asset Management (UK)
United Kingdom
-$32.2M
4
Deutsche Bank
Deutsche Bank
Germany
-$31M
5
BIM
BlackRock Investment Management
Delaware
-$19.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$13.3M +$240K +7,243 +2%
FQ
102
First Quadrant
California
$13.2M +$1.92M +58,000 +16%
DCM
103
Dupont Capital Management
Delaware
$13.2M +$207K +6,252 +2%
SONJCPFA
104
State of New Jersey Common Pension Fund A
New Jersey
$12.8M – – –
AC
105
Allstate Corporation
Illinois
$12.8M -$5.32M -160,639 -29%
BIM
106
BRC Investment Management
Colorado
$12.6M -$713K -21,535 -5%
VRS
107
Virginia Retirement Systems
Virginia
$12.1M +$6.23M +188,432 +100%
Chevy Chase Trust
108
Chevy Chase Trust
Maryland
$11.8M +$162K +4,907 +1%
JHIU
109
Janus Henderson Investors US
Colorado
$11.7M -$29.8K -900 -0.2%
QI
110
QS Investors
New York
$11.6M +$4.39M +132,800 +58%
FMI
111
Factory Mutual Insurance
Massachusetts
$11.2M – – –
AAF
112
Andra AP-fonden
Sweden
$11.1M +$2.7M +81,500 +31%
Canada Life
113
Canada Life
Manitoba, Canada
$10.9M +$1.87M +56,530 +20%
U
114
UBS
Switzerland
$10.8M -$3.12M -94,145 -22%
ZP
115
Zimmer Partners
New York
$10.4M +$10.8M +324,900 New
Caisse de Depot et Placement du Quebec (CDPQ)
116
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.4M -$2.68M -81,000 -20%
Millennium Management
117
Millennium Management
New York
$10.3M +$10.7M +322,847 New
AIMCA
118
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$10.3M +$7.92M +239,300 +296%
GF
119
Gabelli Funds
New York
$10.3M -$596K -18,000 -5%
B
120
BP
United Kingdom
$10.3M +$1.99M +60,000 +23%
CCMH
121
Cornerstone Capital Management Holdings
New York
$10.2M -$888K -26,834 -8%
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$10M -$211K -6,385 -2%
WMSA
123
Weiss Multi-Strategy Advisers
New York
$9.92M +$10M +303,310 +4,732%
Royal Bank of Canada
124
Royal Bank of Canada
Ontario, Canada
$9.82M +$2.88M +86,954 +40%
Retirement Systems of Alabama
125
Retirement Systems of Alabama
Alabama
$9.66M +$11.2K +339 +0.1%
3 4
5
6 7

PEG Hedge Fund Activity: Q4 2013 in Review

577 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2013, worth a combined $10.6B — down 1.2% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new PEG positions and 31 closed out — a net gain of 66 holders — while 201 added to existing stakes and 189 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $103M. The largest seller was Capital Research Global Investors, cutting an estimated $308M.

  • 577 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2013, up from 517 in Q3 2013.
  • Funds reported $10.6B of Public Service Enterprise Group stock for Q4 2013, down 1.2% quarter-over-quarter.
  • 97 funds opened new Public Service Enterprise Group positions in Q4 2013 and 31 closed out, a net change of +66 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2013 was Bank of New York Mellon, an estimated $103M added.
  • The largest Public Service Enterprise Group seller in Q4 2013 was Capital Research Global Investors, an estimated $308M sold.

Based on aggregated 13F filings for Q4 2013.