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Public Service Enterprise Group

787 hedge funds and large institutions have $17.4B invested in Public Service Enterprise Group in 2018 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 241 increasing their positions, 308 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

512% more call options, than puts

Call options by funds: $66.3M | Put options by funds: $10.8M

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1% more funds holding

Funds holding: 782787 (+5)

0.63% more ownership

Funds ownership: 68.3%68.93% (+0.63%)

2% less capital invested

Capital invested by funds: $17.8B → $17.4B (-$338M)

22% less repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 308

Holders
787
Holders Change
+5
Holders Change %
+0.64%
% of All Funds
18.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
86
Increased
241
Reduced
308
Closed
72
Calls
$66.3M
Puts
$10.8M
Net Calls
+$55.5M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
151
Fjarde Ap-fonden
Sweden
$8.7M +$225K +4,587 +3%
Teacher Retirement System of Texas
152
Teacher Retirement System of Texas
Texas
$8.67M +$1.65M +33,541 +24%
TCM
153
Twin Capital Management
Pennsylvania
$8.51M +$978K +19,930 +13%
OPERF
154
Oregon Public Employees Retirement Fund
Oregon
$8.45M +$53.4K +1,087 +0.7%
Aberdeen Group
155
Aberdeen Group
United Kingdom
$8.39M -$119K -2,429 -1%
Axa
156
Axa
France
$8.37M +$776K +15,800 +10%
ABTD
157
Arvest Bank Trust Division
Oklahoma
$8.33M -$98.4K -2,005 -1%
GIBU
158
Gulf International Bank (UK)
United Kingdom
$7.96M -$92.3K -1,880 -1%
Lord, Abbett & Co
159
Lord, Abbett & Co
New Jersey
$7.64M -$14.9M -303,800 -67%
MIM
160
MetLife Investment Management
New Jersey
$7.63M -$229K -4,669 -3%
SOMRS
161
State of Michigan Retirement System
Michigan
$7.47M +$14.7K +300 +0.2%
RJFSA
162
Raymond James Financial Services Advisors
Florida
$7.32M -$1.07M -21,782 -13%
MSE
163
MUFG Securities EMEA
United Kingdom
$7.21M +$7.05M +143,600 New
PIA
164
Piedmont Investment Advisors
North Carolina
$7.18M +$90.5K +1,844 +1%
Lazard Asset Management
165
Lazard Asset Management
New York
$7.1M -$39.5K -805 -0.6%
FHA
166
First Horizon Advisors
Tennessee
$7.01M -$129K -2,635 -2%
HIMCH
167
Hartford Investment Management Co (HIMCO)
Connecticut
$6.96M -$692K -14,096 -9%
TA
168
Tiedemann Advisors
New York
$6.96M +$763K +15,536 +13%
FP
169
Foundry Partners
Minnesota
$6.86M -$13.5K -275 -0.2%
OC
170
Oppenheimer & Co
New York
$6.85M +$232K +4,718 +4%
TPSF
171
Texas Permanent School Fund
Texas
$6.55M -$379K -7,724 -6%
Natixis Advisors
172
Natixis Advisors
Massachusetts
$6.52M +$41.8K +852 +0.7%
GT
173
Glenmede Trust
Pennsylvania
$6.44M
LS
174
Livforsakringsbolaget Skandia
Sweden
$6.34M
PGFC
175
Peapack-Gladstone Financial Corp
New Jersey
$6.29M -$496K -10,109 -7%

PEG Hedge Fund Activity: Q1 2018 in Review

787 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2018, worth a combined $17.4B — down 1.9% from $17.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new PEG positions and 72 closed out — a net gain of 14 holders — while 241 added to existing stakes and 308 trimmed.

The largest buyer was Capital World Investors, adding an estimated $437M. The largest seller was Fidelity Investments, cutting an estimated $189M.

  • 787 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2018, up from 782 in Q4 2017.
  • Funds reported $17.4B of Public Service Enterprise Group stock for Q1 2018, down 1.9% quarter-over-quarter.
  • 86 funds opened new Public Service Enterprise Group positions in Q1 2018 and 72 closed out, a net change of +14 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2018 was Capital World Investors, an estimated $437M added.
  • The largest Public Service Enterprise Group seller in Q1 2018 was Fidelity Investments, an estimated $189M sold.

Based on aggregated 13F filings for Q1 2018.