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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
APW
376
Aurora Private Wealth
New Jersey
$914K +$106 +2 +0%
IRF
377
IBM Retirement Fund
New York
$902K +$244K +4,611 +39%
BMO
378
Beck Mack & Oliver
New York
$901K
CI
379
Cigna Investments
Connecticut
$893K +$2.22K +42 +0.3%
UCFA
380
United Capital Financial Advisors
Texas
$891K -$64.6K -1,220 -7%
BPM
381
Bowling Portfolio Management
Ohio
$886K -$7.31K -138 -0.8%
PWMG
382
Prestige Wealth Management Group
New Jersey
$851K
CPO
383
Cerity Partners OCIO
New York
$841K +$13.4K +254 +2%
FMTCOCP
384
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$835K -$156K -2,940 -16%
BLAM
385
Bourne Lent Asset Management
New York
$830K
GWM
386
Geneos Wealth Management
Colorado
$822K -$39.6K -748 -5%
Rockefeller Capital Management
387
Rockefeller Capital Management
New York
$816K +$464K +8,759 +143%
AWM
388
Aevitas Wealth Management
Massachusetts
$813K +$8.79K +166 +1%
LFAS
389
Level Four Advisory Services
Texas
$812K +$39.6K +748 +5%
FT
390
Fiduciary Trust
Massachusetts
$810K -$20.5K -388 -3%
FA
391
FDx Advisors
Illinois
$799K +$102K +1,920 +15%
AT
392
Arden Trust
Delaware
$795K +$244K +4,605 +47%
B
393
Barings
North Carolina
$787K -$58.2K -1,100 -7%
LCM
394
Leisure Capital Management
California
$787K -$1.38K -26 -0.2%
OFS
395
Orrstown Financial Services
Pennsylvania
$780K -$51.6K -974 -6%
EH
396
Equitable Holdings
New York
$770K +$8.53K +161 +1%
VAS
397
Vestmark Advisory Solutions
Massachusetts
$767K +$104K +1,962 +16%
KeyBank National Association
398
KeyBank National Association
Ohio
$761K -$63K -1,190 -8%
SS
399
Simplicity Solutions
Minnesota
$757K -$27.7K -524 -4%
AAM
400
Advisors Asset Management
Colorado
$755K -$1.8K -34 -0.2%

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.