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Public Service Enterprise Group

824 hedge funds and large institutions have $17.9B invested in Public Service Enterprise Group in 2018 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 260 increasing their positions, 292 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $63M | Put options by funds: $9.65M

35% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 78

2% more funds holding

Funds holding: 806824 (+18)

0.6% more ownership

Funds ownership: 68.74%69.34% (+0.6%)

2% less capital invested

Capital invested by funds: $18.3B → $17.9B (-$340M)

11% less repeat investments, than reductions

Existing positions increased: 260 | Existing positions reduced: 292

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
824
Holders Change
+18
Holders Change %
+2.23%
% of All Funds
18.36%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
105
Increased
260
Reduced
292
Closed
78
Calls
$63M
Puts
$9.65M
Net Calls
+$53.4M
Net Calls Change
+$10.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$2.42B -$91.5M -1,700,359 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.08B -$18.1M -336,956 -0.8%
Capital World Investors
3
Capital World Investors
California
$1.81B +$421M +7,827,700 +29%
State Street
4
State Street
Massachusetts
$1.37B +$70.9M +1,316,218 +5%
Capital International Investors
5
Capital International Investors
California
$487M
Geode Capital Management
6
Geode Capital Management
Massachusetts
$339M +$26.4M +489,501 +8%
JP Morgan Chase
7
JP Morgan Chase
New York
$330M -$179M -3,331,566 -34%
Northern Trust
8
Northern Trust
Illinois
$311M +$14.6M +271,105 +5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$269M -$12.6M -234,261 -4%
AQR Capital Management
10
AQR Capital Management
Connecticut
$244M +$75.4M +1,400,079 +43%
Nordea Investment Management
11
Nordea Investment Management
Sweden
$237M -$74M -1,373,915 -23%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$234M +$8.86M +164,667 +4%
Allianz Asset Management
13
Allianz Asset Management
Germany
$216M -$22.2K -412 -0%
Goldman Sachs
14
Goldman Sachs
New York
$214M -$11.7M -217,098 -5%
Legal & General Group
15
Legal & General Group
United Kingdom
$190M +$14.3M +264,946 +8%
Norges Bank
16
Norges Bank
Norway
$179M +$9.12M +169,419 +5%
Bank of America
17
Bank of America
North Carolina
$179M -$28.5M -529,134 -13%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$170M -$67.8M -1,259,050 -28%
Invesco
19
Invesco
Georgia
$169M -$6.18M -114,896 -3%
EIP
20
Energy Income Partners
Connecticut
$168M -$4.49M -83,324 -3%
Millennium Management
21
Millennium Management
New York
$164M +$5.65M +104,990 +3%
Franklin Resources
22
Franklin Resources
California
$155M +$602K +11,190 +0.4%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$144M +$44.6M +829,305 +43%
LSV Asset Management
24
LSV Asset Management
Illinois
$141M -$50.6M -939,369 -26%
Ameriprise
25
Ameriprise
Minnesota
$130M -$11M -205,147 -8%

PEG Hedge Fund Activity: Q4 2018 in Review

824 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2018, worth a combined $17.9B — down 1.9% from $18.3B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new PEG positions and 78 closed out — a net gain of 27 holders — while 260 added to existing stakes and 292 trimmed.

The largest buyer was Capital World Investors, adding an estimated $421M. The largest seller was Federated Hermes, cutting an estimated $205M.

  • 824 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2018, up from 806 in Q3 2018.
  • Funds reported $17.9B of Public Service Enterprise Group stock for Q4 2018, down 1.9% quarter-over-quarter.
  • 105 funds opened new Public Service Enterprise Group positions in Q4 2018 and 78 closed out, a net change of +27 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2018 was Capital World Investors, an estimated $421M added.
  • The largest Public Service Enterprise Group seller in Q4 2018 was Federated Hermes, an estimated $205M sold.

Based on aggregated 13F filings for Q4 2018.