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Public Service Enterprise Group

872 hedge funds and large institutions have $21.4B invested in Public Service Enterprise Group in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 316 increasing their positions, 295 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $20.9M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

7% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 295

4% more capital invested

Capital invested by funds: $20.6B → $21.4B (+$850M)

0.84% more ownership

Funds ownership: 69.77%70.61% (+0.84%)

9% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 81

2% less funds holding

Funds holding: 891872 (-19)

Holders
872
Holders Change
-19
Holders Change %
-2.13%
% of All Funds
15.31%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
74
Increased
316
Reduced
295
Closed
81
Calls
$45.3M
Puts
$20.9M
Net Calls
+$24.3M
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CBN
276
Cadence Bank NA
Texas
$2.12M -$72.3K -1,254 -3%
AAS
277
Avantax Advisory Services
Texas
$2.12M +$146K +2,530 +8%
PS
278
Pensionfund Sabic
Netherlands
$2.1M -$231K -4,000 -10%
M&T Bank
279
M&T Bank
New York
$2.08M -$740K -12,824 -27%
IG
280
ING Group
Netherlands
$2.07M +$45.6K +791 +2%
SMDAM
281
Sumitomo Mitsui DS Asset Management
Japan
$2M +$169K +2,928 +10%
Mercer Global Advisors
282
Mercer Global Advisors
Colorado
$1.95M +$355K +6,162 +23%
KCM
283
Kanawha Capital Management
Virginia
$1.93M -$43K -745 -2%
NMERB
284
New Mexico Educational Retirement Board
New Mexico
$1.93M
CA
285
Cornerstone Advisors
North Carolina
$1.93M +$1.21M +21,000 +191%
CGH
286
Crossmark Global Holdings
Texas
$1.92M -$117K -2,020 -6%
NCM
287
Neumann Capital Management
California
$1.92M
Thrivent Financial for Lutherans
288
Thrivent Financial for Lutherans
Minnesota
$1.89M -$55.7K -966 -3%
LSERS
289
Louisiana State Employees Retirement System
Louisiana
$1.89M -$5.77K -100 -0.3%
BBVA
290
Banco Bilbao Vizcaya Argentaria
Spain
$1.87M -$47.9K -831 -3%
Rockefeller Capital Management
291
Rockefeller Capital Management
New York
$1.86M -$55K -953 -3%
TWM
292
TriaGen Wealth Management
California
$1.82M -$7.73K -134 -0.4%
TA
293
Tiedemann Advisors
New York
$1.82M +$664K +11,518 +62%
KRS
294
Kentucky Retirement Systems
Kentucky
$1.82M -$54.6K -947 -3%
WMA
295
Wealth Management Associates
New Jersey
$1.74M +$5.02K +87 +0.3%
BF
296
BOK Financial
Oklahoma
$1.73M +$5.48K +95 +0.3%
Fifth Third Bancorp
297
Fifth Third Bancorp
Ohio
$1.72M +$75.3K +1,305 +5%
SLI
298
Sumitomo Life Insurance
Japan
$1.71M -$67.8K -1,176 -4%
Pacer Advisors
299
Pacer Advisors
Pennsylvania
$1.71M -$170K -2,939 -9%
Mackenzie Financial
300
Mackenzie Financial
Ontario, Canada
$1.71M -$1.12M -19,498 -41%

PEG Hedge Fund Activity: Q1 2021 in Review

872 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2021, worth a combined $21.4B — up 4.1% from $20.6B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of PEG and 74 opened new positions — a net loss of 7 holders — while 295 trimmed existing stakes and 316 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $234M. The largest seller was LSV Asset Management, cutting an estimated $76.1M.

  • 872 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2021, down from 891 in Q4 2020.
  • Funds reported $21.4B of Public Service Enterprise Group stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 74 funds opened new Public Service Enterprise Group positions in Q1 2021 and 81 closed out, a net change of -7 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2021 was T. Rowe Price Associates, an estimated $234M added.
  • The largest Public Service Enterprise Group seller in Q1 2021 was LSV Asset Management, an estimated $76.1M sold.

Based on aggregated 13F filings for Q1 2021.