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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
DGHMC
326
Dalton, Greiner, Hartman, Maher & Co
New York
$1.3M -$718K -12,444 -37%
FFG
327
Fortem Financial Group
California
$1.29M -$4.38K -76 -0.4%
EH
328
Equitable Holdings
New York
$1.27M +$342K +5,922 +39%
RIG
329
Roosevelt Investment Group
New York
$1.27M -$94.4K -1,636 -7%
JMPWA
330
JP Morgan Private Wealth Advisors
California
$1.26M -$138K -2,396 -10%
AI
331
Atria Investments
North Carolina
$1.26M +$1.21M +20,993 New
SWA
332
Stratos Wealth Advisors
Ohio
$1.26M +$1.21M +20,976 New
SDIC
333
South Dakota Investment Council
South Dakota
$1.25M +$10.4K +181 +0.9%
FMWA
334
Forvis Mazars Wealth Advisors
Missouri
$1.25M +$108K +1,864 +10%
BRWA
335
B. Riley Wealth Advisors
Florida
$1.24M +$108K +1,864 +10%
PA
336
Probity Advisors
Texas
$1.24M +$1.18M +20,540 New
PCA
337
Peddock Capital Advisors
Massachusetts
$1.23M +$66.9K +1,160 +6%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$1.23M -$46.4K -804 -4%
CFA
339
Camarda Financial Advisors
Florida
$1.22M +$1.17M +20,295 New
CCM
340
Cullen Capital Management
New York
$1.22M +$1.17M +20,200 New
Cetera Investment Advisers
341
Cetera Investment Advisers
Illinois
$1.21M -$96.9K -1,680 -8%
YWP
342
YorkBridge Wealth Partners
New York
$1.21M +$721K +12,505 +164%
WIC
343
Whitegate Investment Counselors
New Hampshire
$1.2M +$5.77K +100 +0.5%
GEA
344
Glen Eagle Advisors
New Jersey
$1.2M +$74.5K +1,291 +7%
AI
345
ArchPoint Investors
Florida
$1.2M +$162K +2,800 +16%
Qube Research & Technologies (QRT)
346
Qube Research & Technologies (QRT)
United Kingdom
$1.18M +$166K +2,881 +17%
BWA
347
BDO Wealth Advisors
Florida
$1.18M +$22.6K +391 +2%
VIA
348
Vident Investment Advisory
Georgia
$1.18M +$112K +1,939 +11%
Mirae Asset Global Investments
349
Mirae Asset Global Investments
South Korea
$1.14M -$354K -6,142 -24%
FFWA
350
FRG Family Wealth Advisors
Washington
$1.12M -$73.5K -1,274 -6%

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.