We are live on ! Find out more
PEG icon

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
SCM
151
Sterling Capital Management
North Carolina
$7.23M +$6.87M +164,860 New
Victory Capital Management
152
Victory Capital Management
Texas
$7.04M +$1.03M +24,761 +18%
State of Tennessee, Department of Treasury
153
State of Tennessee, Department of Treasury
Tennessee
$6.94M -$4.09M -98,057 -38%
RJFSA
154
Raymond James Financial Services Advisors
Florida
$6.9M +$295K +7,067 +5%
N
155
Nuveen
North Carolina
$6.86M +$5.56M +133,219 +575%
GIBU
156
Gulf International Bank (UK)
United Kingdom
$6.71M +$167K +4,000 +3%
OPERF
157
Oregon Public Employees Retirement Fund
Oregon
$6.67M +$76.3K +1,829 +1%
TPSF
158
Texas Permanent School Fund
Texas
$6.65M -$178K -4,258 -3%
LM
159
Luminus Management
Texas
$6.63M -$41.9M -1,005,088 -87%
Nisa Investment Advisors
160
Nisa Investment Advisors
Missouri
$6.61M +$2.57M +61,695 +69%
Schroder Investment Management Group
161
Schroder Investment Management Group
United Kingdom
$6.6M -$22.2M -532,824 -78%
DA
162
Denali Advisors
California
$6.6M +$2.01M +48,300 +47%
AT
163
AMF Tjänstepension
Sweden
$6.56M +$3.42M +82,000 +122%
BNP Paribas Financial Markets
164
BNP Paribas Financial Markets
France
$6.53M +$2.44M +58,504 +65%
Korea Investment Corp
165
Korea Investment Corp
South Korea
$6.52M -$1.66M -39,703 -21%
3C
166
361 Capital
Colorado
$6.49M +$6.17M +147,893 New
Connor, Clark & Lunn Investment Management (CC&L)
167
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$6.28M +$2.23M +53,450 +60%
PGFC
168
Peapack-Gladstone Financial Corp
New Jersey
$6.24M +$68.1K +1,633 +1%
BC
169
Burney Company
Virginia
$6.19M +$1.39M +33,255 +31%
NFA
170
Nationwide Fund Advisors
Ohio
$6.11M -$147K -3,533 -2%
BC
171
Blackstart Capital
New York
$5.91M +$5.62M +134,721 New
OIM
172
Opus Investment Management
Massachusetts
$5.81M – – –
Natixis Advisors
173
Natixis Advisors
Massachusetts
$5.76M +$577K +13,828 +12%
OC
174
Oppenheimer & Co
New York
$5.63M -$5.84K -140 -0.1%
Citigroup
175
Citigroup
New York
$5.52M +$2.91M +69,735 +125%
5 6
7
8 9

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.