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Public Service Enterprise Group

801 hedge funds and large institutions have $18.9B invested in Public Service Enterprise Group in 2018 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 239 increasing their positions, 309 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

381% more call options, than puts

Call options by funds: $68.9M | Put options by funds: $14.3M

38% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 56

9% more capital invested

Capital invested by funds: $17.4B → $18.9B (+$1.5B)

2% more funds holding

Funds holding: 787801 (+14)

0.39% more ownership

Funds ownership: 68.93%69.32% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

23% less repeat investments, than reductions

Existing positions increased: 239 | Existing positions reduced: 309

Holders
801
Holders Change
+14
Holders Change %
+1.78%
% of All Funds
18.34%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
77
Increased
239
Reduced
309
Closed
56
Calls
$68.9M
Puts
$14.3M
Net Calls
+$54.6M
Net Calls Change
-$865K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.6B -$84.5M -1,645,325 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.15B +$73.2M +1,425,004 +4%
Capital World Investors
3
Capital World Investors
California
$1.72B +$237M +4,620,000 +17%
State Street
4
State Street
Massachusetts
$1.35B -$21.1M -409,906 -2%
JP Morgan Chase
5
JP Morgan Chase
New York
$608M +$304M +5,915,545 +111%
LSV Asset Management
6
LSV Asset Management
Illinois
$574M -$154M -2,987,283 -22%
Nordea Investment Management
7
Nordea Investment Management
Sweden
$338M -$70.7M -1,376,295 -18%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$314M +$7.02M +136,566 +2%
Northern Trust
9
Northern Trust
Illinois
$313M +$3.69M +71,786 +1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$301M -$4.52M -87,951 -2%
Federated Hermes
11
Federated Hermes
Pennsylvania
$297M -$39.1M -761,358 -12%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$261M +$9.46M +184,169 +4%
AQR Capital Management
13
AQR Capital Management
Connecticut
$246M -$27.1M -527,070 -10%
Bank of America
14
Bank of America
North Carolina
$231M -$44.6M -867,137 -17%
Goldman Sachs
15
Goldman Sachs
New York
$230M -$17.1M -332,378 -7%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$195M -$11.4M -221,251 -6%
PAMU
17
Pictet Asset Management (UK)
United Kingdom
$188M +$26.3M +512,665 +17%
Allianz Asset Management
18
Allianz Asset Management
Germany
$179M -$37.1M -722,538 -18%
Legal & General Group
19
Legal & General Group
United Kingdom
$178M +$2.74M +53,372 +2%
Invesco
20
Invesco
Georgia
$177M +$33.5M +651,384 +25%
EIP
21
Energy Income Partners
Connecticut
$175M +$28.8M +561,107 +21%
Norges Bank
22
Norges Bank
Norway
$170M +$9.58M +186,397 +6%
Franklin Resources
23
Franklin Resources
California
$159M -$5.46M -106,292 -3%
Ameriprise
24
Ameriprise
Minnesota
$156M +$55.8M +1,085,609 +60%
UBS AM
25
UBS AM
Illinois
$142M +$10.4M +203,082 +8%

PEG Hedge Fund Activity: Q2 2018 in Review

801 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2018, worth a combined $18.9B — up 8.6% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PEG positions and 56 closed out — a net gain of 21 holders — while 239 added to existing stakes and 309 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $304M. The largest seller was LSV Asset Management, cutting an estimated $154M.

  • 801 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2018, up from 787 in Q1 2018.
  • Funds reported $18.9B of Public Service Enterprise Group stock for Q2 2018, up 8.6% quarter-over-quarter.
  • 77 funds opened new Public Service Enterprise Group positions in Q2 2018 and 56 closed out, a net change of +21 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2018 was JP Morgan Chase, an estimated $304M added.
  • The largest Public Service Enterprise Group seller in Q2 2018 was LSV Asset Management, an estimated $154M sold.

Based on aggregated 13F filings for Q2 2018.