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Public Service Enterprise Group

839 hedge funds and large institutions have $19.5B invested in Public Service Enterprise Group in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 276 increasing their positions, 309 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $34M | Put options by funds: $9.69M

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

45% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 62

11% more capital invested

Capital invested by funds: $17.5B → $19.5B (+$1.98B)

2% more funds holding

Funds holding: 819839 (+20)

0.21% less ownership

Funds ownership: 70.38%70.17% (-0.21%)

11% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 309

Holders
839
Holders Change
+20
Holders Change %
+2.44%
% of All Funds
16.93%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.16%
New
90
Increased
276
Reduced
309
Closed
62
Calls
$34M
Puts
$9.69M
Net Calls
+$24.4M
Net Calls Change
-$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
SCCM
301
Schafer Cullen Capital Management
New York
$1.76M
BF
302
BOK Financial
Oklahoma
$1.75M +$66.5K +1,256 +4%
NCM
303
Neumann Capital Management
California
$1.74M
SCM
304
Shelton Capital Management
Colorado
$1.7M +$1.64M +30,978 New
SPIA
305
Steward Partners Investment Advisory
New York
$1.67M +$147K +2,775 +10%
KAS
306
Kestra Advisory Services
Texas
$1.66M +$1.61M +30,370 New
Assenagon Asset Management
307
Assenagon Asset Management
Luxembourg
$1.65M -$2.1M -39,703 -57%
PAM
308
Paradigm Asset Management
New York
$1.65M -$175K -3,300 -10%
Thrivent Financial for Lutherans
309
Thrivent Financial for Lutherans
Minnesota
$1.64M -$62.1K -1,172 -4%
KRS
310
Kentucky Retirement Systems
Kentucky
$1.62M +$69.7K +1,317 +5%
WG
311
Winton Group
United Kingdom
$1.61M -$2.99M -56,550 -66%
WMA
312
Wealth Management Associates
New Jersey
$1.61M +$84.1K +1,589 +6%
SIM
313
Sentry Investment Management
Wisconsin
$1.58M
AB
314
Amalgamated Bank
New York
$1.57M -$31.6K -596 -2%
HW
315
Hancock Whitney
Mississippi
$1.53M -$26.7K -505 -2%
Fifth Third Bancorp
316
Fifth Third Bancorp
Ohio
$1.53M -$9.32K -176 -0.6%
AAMA
317
Advanced Asset Management Advisors
Ohio
$1.52M +$53 +1 +0%
IA
318
Icon Advisers
Colorado
$1.51M
ASN
319
Advisory Services Network
Georgia
$1.5M +$15.8K +298 +1%
S
320
Seeyond
France
$1.46M +$27.7K +523 +2%
SLAM
321
Swiss Life Asset Management
$1.45M -$2.5M -47,197 -64%
MNBTD
322
Moody National Bank Trust Division
Texas
$1.45M +$55.1K +1,040 +4%
BCI
323
Brinker Capital Investments
Pennsylvania
$1.44M +$1.39M +26,277 New
TA
324
Townsend & Associates
Colorado
$1.44M -$197K -3,711 -13%
LSERS
325
Louisiana State Employees Retirement System
Louisiana
$1.41M +$212K +4,000 +18%

PEG Hedge Fund Activity: Q3 2020 in Review

839 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2020, worth a combined $19.5B — up 11% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new PEG positions and 62 closed out — a net gain of 28 holders — while 276 added to existing stakes and 309 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $430M. The largest seller was Nordea Investment Management, cutting an estimated $357M.

  • 839 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2020, up from 819 in Q2 2020.
  • Funds reported $19.5B of Public Service Enterprise Group stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new Public Service Enterprise Group positions in Q3 2020 and 62 closed out, a net change of +28 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2020 was T. Rowe Price Associates, an estimated $430M added.
  • The largest Public Service Enterprise Group seller in Q3 2020 was Nordea Investment Management, an estimated $357M sold.

Based on aggregated 13F filings for Q3 2020.