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Public Service Enterprise Group
PEG

843 hedge funds and large institutions have $20.9B invested in Public Service Enterprise Group in 2019 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 285 increasing their positions, 305 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,147% more call options, than puts

Call options by funds: $77.6M | Put options by funds: $6.22M

100% more funds holding in top 10

Funds holding in top 10: 5 → 10 (+5)

42% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 64

17% more capital invested

Capital invested by funds: $17.9B → $20.9B (+$2.99B)

2% more funds holding

Funds holding: 824 → 843 (+19)

0.55% more ownership

Funds ownership: 69.34% → 69.9% (+0.55%)

7% less repeat investments, than reductions

Existing positions increased: 285 | Existing positions reduced: 305

Holders
843
Holders Change
+19
Holders Change %
+2.31%
% of All Funds
18.25%
Holding in Top 10
10
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+100%
% of All Funds
0.22%
New
91
Increased
285
Reduced
305
Closed
64
Calls
$77.6M
Puts
$6.22M
Net Calls
+$71.3M
Net Calls Change
+$18M

Top Buyers

1
Capital World Investors
Capital World Investors
California
+$437M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$224M
3
CVA
Ceredex Value Advisors
Florida
+$139M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$109M
5
ZP
Zimmer Partners
New York
+$100M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$367M
2
BlackRock
BlackRock
New York
-$213M
3
Millennium Management
Millennium Management
New York
-$124M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$87.8M
5
H
Hexavest
Quebec, Canada
-$69.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$2.53B -$213M -3,816,828 -8%
Capital World Investors
2
Capital World Investors
California
$2.53B +$437M +7,820,977 +23%
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.42B +$46.3M +828,076 +2%
State Street
4
State Street
Massachusetts
$1.6B +$34.3M +612,971 +2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$413M +$24.2M +433,495 +7%
Nordea Investment Management
6
Nordea Investment Management
Sweden
$386M +$109M +1,942,914 +43%
Northern Trust
7
Northern Trust
Illinois
$366M +$10.7M +191,442 +3%
JP Morgan Chase
8
JP Morgan Chase
New York
$347M -$27.5M -492,242 -8%
AQR Capital Management
9
AQR Capital Management
Connecticut
$321M +$42.1M +752,831 +16%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$310M +$2.93M +52,334 +1%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$292M +$24M +429,729 +10%
Legal & General Group
12
Legal & General Group
United Kingdom
$244M +$25.8M +462,235 +13%
ZP
13
Zimmer Partners
New York
$240M +$100M +1,793,031 +80%
Capital Research Global Investors
14
Capital Research Global Investors
California
$238M +$224M +4,000,000 New
PAMU
15
Pictet Asset Management (UK)
United Kingdom
$225M +$19.8M +354,935 +10%
Goldman Sachs
16
Goldman Sachs
New York
$225M -$18.1M -324,041 -8%
Invesco
17
Invesco
Georgia
$218M +$22.9M +410,521 +13%
Norges Bank
18
Norges Bank
Norway
$217M +$12.1M +216,790 +6%
Allianz Asset Management
19
Allianz Asset Management
Germany
$202M -$41.6M -744,786 -18%
EIP
20
Energy Income Partners
Connecticut
$201M +$8.55M +152,945 +5%
Bank of America
21
Bank of America
North Carolina
$197M -$6.69M -119,703 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$195M +$463K +8,282 +0.3%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$194M +$28M +501,333 +18%
Franklin Resources
24
Franklin Resources
California
$181M +$3.91M +69,985 +2%
Capital International Investors
25
Capital International Investors
California
$165M -$367M -6,564,249 -70%
1
2 3 4 5

PEG Hedge Fund Activity: Q1 2019 in Review

843 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2019, worth a combined $20.9B — up 17% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new PEG positions and 64 closed out — a net gain of 27 holders — while 285 added to existing stakes and 305 trimmed.

The largest buyer was Capital World Investors, adding an estimated $437M. The largest seller was Capital International Investors, cutting an estimated $367M.

  • 843 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2019, up from 824 in Q4 2018.
  • Funds reported $20.9B of Public Service Enterprise Group stock for Q1 2019, up 17% quarter-over-quarter.
  • 91 funds opened new Public Service Enterprise Group positions in Q1 2019 and 64 closed out, a net change of +27 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2019 was Capital World Investors, an estimated $437M added.
  • The largest Public Service Enterprise Group seller in Q1 2019 was Capital International Investors, an estimated $367M sold.

Based on aggregated 13F filings for Q1 2019.