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Public Service Enterprise Group

608 hedge funds and large institutions have $13.6B invested in Public Service Enterprise Group in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 238 increasing their positions, 200 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

288% more call options, than puts

Call options by funds: $38.1M | Put options by funds: $9.84M

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

19% more repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 200

16% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 38

9% more capital invested

Capital invested by funds: $12.5B → $13.6B (+$1.12B)

1.18% more ownership

Funds ownership: 64.96%66.14% (+1.2%)

0% more funds holding

Funds holding: 607608 (+1)

Holders
608
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
17.48%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
44
Increased
238
Reduced
200
Closed
38
Calls
$38.1M
Puts
$9.84M
Net Calls
+$28.3M
Net Calls Change
+$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.14B +$23.7M +610,334 +2%
State Street
2
State Street
Massachusetts
$1.04B +$71.5M +1,840,719 +8%
Franklin Resources
3
Franklin Resources
California
$1B -$333K -8,565 -0%
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$821M +$214K +5,500 +0%
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$682M -$43.1M -1,109,440 -6%
BIT
6
BlackRock Institutional Trust
California
$541M +$2.01M +51,738 +0.4%
BFA
7
BlackRock Fund Advisors
California
$492M +$43.8M +1,127,801 +10%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$370M +$19.4M +499,062 +6%
LSV Asset Management
9
LSV Asset Management
Illinois
$339M -$2.96M -76,300 -0.9%
Ameriprise
10
Ameriprise
Minnesota
$310M -$33M -849,449 -10%
Northern Trust
11
Northern Trust
Illinois
$261M -$11.4M -294,625 -4%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$256M -$80.6M -2,075,706 -25%
Norges Bank
13
Norges Bank
Norway
$234M +$123M +3,159,634 +123%
Principal Financial Group
14
Principal Financial Group
Iowa
$198M +$41.6M +1,072,256 +28%
APG Asset Management
15
APG Asset Management
Netherlands
$162M +$3.77M +97,104 +3%
BG
16
BlackRock Group
United Kingdom
$161M +$5.66M +145,804 +4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$160M -$1.34M -34,566 -0.9%
PAMU
18
Pictet Asset Management (UK)
United Kingdom
$151M +$6.6M +170,076 +5%
Invesco
19
Invesco
Georgia
$131M +$15.7M +404,589 +14%
Prudential Financial
20
Prudential Financial
New Jersey
$116M +$44.7M +1,152,180 +68%
AL
21
AJO LP
Pennsylvania
$115M -$4.92M -126,580 -4%
JP Morgan Chase
22
JP Morgan Chase
New York
$114M -$131M -3,383,055 -55%
Wells Fargo
23
Wells Fargo
California
$107M -$6.21M -159,903 -6%
AGA
24
Altrinsic Global Advisors
Connecticut
$105M -$4.86M -125,047 -5%
Nordea Investment Management
25
Nordea Investment Management
Sweden
$103M +$95.4M +2,457,631 +3,789%