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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
LS
201
Livforsakringsbolaget Skandia
Sweden
$3.61M +$2.51M +72,720 +331%
WIM
202
Waverton Investment Management
United Kingdom
$3.58M +$3.25M +93,998 New
CMBA
203
C.M. Bidwell & Associates
Hawaii
$3.54M – – –
OTPPB
204
Ontario Teachers' Pension Plan Board
Ontario, Canada
$3.47M -$640K -18,533 -17%
URS
205
Utah Retirement Systems
Utah
$3.46M +$20.7K +600 +0.7%
CM
206
Churchill Management
California
$3.46M +$2.04M +59,143 +188%
Caisse de Depot et Placement du Quebec (CDPQ)
207
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$3.45M -$8.05M -233,100 -72%
SB
208
Suntrust Banks
Georgia
$3.43M -$60.7M -1,759,072 -95%
CCA
209
Catalyst Capital Advisors
New York
$3.41M +$173K +5,000 +6%
OIM
210
Opus Investment Management
Massachusetts
$3.35M +$690K +20,000 +29%
Los Angeles Capital Management
211
Los Angeles Capital Management
California
$3.35M -$35.2K -1,020 -1%
CBB
212
Citizens Business Bank
California
$3.33M +$300K +8,680 +11%
BWFA
213
Baltimore-Washington Financial Advisors
Maryland
$3.31M -$627K -18,175 -17%
DILH
214
Dai-ichi Life Holdings
Japan
$3.27M -$38.7K -1,120 -1%
PGFC
215
Peapack-Gladstone Financial Corp
New Jersey
$3.25M -$100K -2,907 -3%
Bank of Montreal
216
Bank of Montreal
Ontario, Canada
$3.21M +$440K +12,757 +18%
OI
217
Oakbrook Investments
Illinois
$3.2M -$538K -15,595 -16%
MSA
218
Mason Street Advisors
Wisconsin
$3.19M -$10K -290 -0.3%
Nomura Holdings
219
Nomura Holdings
Japan
$3.16M +$460K +13,313 +19%
FAAS
220
First Allied Advisory Services
California
$3.16M +$2.43M +70,382 +593%
TRSOTSOK
221
Teachers Retirement System of the State of Kentucky
Kentucky
$3.14M – – –
BSA
222
Braun Stacey Associates
New York
$3.12M -$33K -955 -1%
CFS
223
Community Financial System
New York
$3.12M +$279K +8,085 +11%
Nomura Asset Management
224
Nomura Asset Management
Japan
$3.1M -$1.05M -30,429 -27%
FHA
225
First Horizon Advisors
Tennessee
$3.1M +$198K +5,745 +8%
7 8
9
10 11

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.