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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$850M +$17.4M +527,375 +2%
Franklin Resources
2
Franklin Resources
California
$788M -$17.1M -516,839 -2%
State Street
3
State Street
Massachusetts
$768M -$12.4M -375,089 -2%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$646M -$208K -6,300 -0%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$442M +$21.6M +654,053 +5%
BIT
6
BlackRock Institutional Trust
California
$423M -$3.59M -108,453 -0.8%
BFA
7
BlackRock Fund Advisors
California
$352M +$1.51M +45,610 +0.4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$286M +$103M +3,105,415 +53%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$286M +$12.5M +376,766 +4%
Ameriprise
10
Ameriprise
Minnesota
$267M +$37.8M +1,141,463 +16%
LSV Asset Management
11
LSV Asset Management
Illinois
$256M -$2.42M -73,277 -0.9%
Capital Research Global Investors
12
Capital Research Global Investors
California
$241M -$308M -9,300,000 -55%
Northern Trust
13
Northern Trust
Illinois
$212M -$2.98M -90,033 -1%
BA
14
BlackRock Advisors
Delaware
$191M -$16.3M -494,026 -8%
IG
15
ING Group
Netherlands
$138M +$19.2M +581,609 +16%
BG
16
BlackRock Group
United Kingdom
$124M -$6.25M -189,031 -5%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$123M +$6.96M +210,284 +6%
APG Asset Management
18
APG Asset Management
Netherlands
$107M +$29.5M +890,567 +36%
Principal Financial Group
19
Principal Financial Group
Iowa
$98.4M +$54.5M +1,647,123 +116%
PAMU
20
Pictet Asset Management (UK)
United Kingdom
$96.2M -$32.2M -971,940 -24%
AGA
21
Altrinsic Global Advisors
Connecticut
$89.9M +$11.7M +354,133 +14%
Invesco
22
Invesco
Georgia
$89M -$8.15M -246,346 -8%
BIM
23
BlackRock Investment Management
Delaware
$87.7M -$19.7M -595,827 -18%
Wells Fargo
24
Wells Fargo
California
$86.5M +$6.96M +210,457 +8%
AL
25
AJO LP
Pennsylvania
$86M -$8.28M -250,300 -9%
1
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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.