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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
Mercer Global Advisors
326
Mercer Global Advisors
Colorado
$1.41M +$217K +4,100 +19%
AWM
327
AE Wealth Management
Kansas
$1.38M -$885K -16,720 -40%
CIBC Private Wealth Group
328
CIBC Private Wealth Group
Georgia
$1.37M +$427K +8,070 +48%
NMIMC
329
Northwestern Mutual Investment Management Company
Wisconsin
$1.36M
ACM
330
Ativo Capital Management
Illinois
$1.33M -$73.6K -1,390 -5%
PA
331
Profund Advisors
Maryland
$1.33M -$87.1K -1,644 -6%
GAM
332
Gotham Asset Management
New York
$1.32M -$3.35M -63,192 -72%
Wealthfront Advisers
333
Wealthfront Advisers
California
$1.32M +$3.76K +71 +0.3%
CAN
334
Cetera Advisor Networks
California
$1.31M +$18.9K +357 +2%
BO
335
Bank OZK
Arkansas
$1.31M +$223K +4,210 +21%
WB
336
WesBanco Bank
West Virginia
$1.28M
JMPWA
337
JP Morgan Private Wealth Advisors
California
$1.27M +$203K +3,834 +20%
BRWA
338
B. Riley Wealth Advisors
Florida
$1.25M -$54.1K -1,021 -4%
Mirae Asset Global Investments
339
Mirae Asset Global Investments
South Korea
$1.25M +$531K +10,033 +79%
JFL
340
Jarislowsky, Fraser Ltd
Quebec, Canada
$1.25M -$609K -11,510 -34%
WIC
341
Woodmont Investment Counsel
Tennessee
$1.24M
KWM
342
Kingsview Wealth Management
Oregon
$1.22M +$3.76K +71 +0.3%
FFG
343
Fortem Financial Group
California
$1.21M -$381K -7,191 -25%
VWM
344
Venturi Wealth Management
Texas
$1.21M +$604K +11,407 +108%
RIG
345
Roosevelt Investment Group
New York
$1.2M +$1.15M +21,754 New
HI
346
Horizon Investments
North Carolina
$1.18M -$335K -6,330 -23%
Northwestern Mutual Wealth Management
347
Northwestern Mutual Wealth Management
Wisconsin
$1.18M +$83K +1,568 +8%
BCM
348
Brookstone Capital Management
Illinois
$1.15M +$842K +15,893 +314%
WIC
349
Whitegate Investment Counselors
New Hampshire
$1.15M
ECM
350
EagleClaw Capital Management
Massachusetts
$1.14M -$30K -567 -3%

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.