Public Service Enterprise Group
688 hedge funds and large institutions have $13.3B invested in Public Service Enterprise Group in 2015 Q4 according to their latest regulatory filings, with 81 funds opening new positions, 240 increasing their positions, 244 reducing their positions, and 56 closing their positions.
373% more call options, than puts
Call options by funds: $27.8M | Put options by funds: $5.89M
45% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 56
3% more funds holding
Funds holding: 669 → 688 (+19)
0.75% more ownership
Funds ownership: 66.92% → 67.67% (+0.75%)
2% less repeat investments, than reductions
Existing positions increased: 240 | Existing positions reduced: 244
7% less capital invested
Capital invested by funds: $14.3B → $13.3B (-$1.01B)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$88.8M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$76.4M |
| 3 |
Morgan Stanley
New York
|
+$60.2M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$57M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
+$51.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$171M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$74.3M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$41.5M |
| 4 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$38.1M |
| 5 |
JP Morgan Chase
New York
|
-$36.2M |
PEG Hedge Fund Activity: Q4 2015 in Review
688 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2015, worth a combined $13.3B — down 7.1% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new PEG positions and 56 closed out — a net gain of 25 holders — while 240 added to existing stakes and 244 trimmed.
The largest buyer was BlackRock Advisors, adding an estimated $88.8M. The largest seller was Fidelity Investments, cutting an estimated $171M.
- 688 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2015, up from 669 in Q3 2015.
- Funds reported $13.3B of Public Service Enterprise Group stock for Q4 2015, down 7.1% quarter-over-quarter.
- 81 funds opened new Public Service Enterprise Group positions in Q4 2015 and 56 closed out, a net change of +25 holders.
- The largest Public Service Enterprise Group buyer in Q4 2015 was BlackRock Advisors, an estimated $88.8M added.
- The largest Public Service Enterprise Group seller in Q4 2015 was Fidelity Investments, an estimated $171M sold.
Based on aggregated 13F filings for Q4 2015.