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Public Service Enterprise Group

890 hedge funds and large institutions have $20.6B invested in Public Service Enterprise Group in 2020 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 266 increasing their positions, 329 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

564% more call options, than puts

Call options by funds: $73.9M | Put options by funds: $11.1M

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

6% more funds holding

Funds holding: 839890 (+51)

6% more capital invested

Capital invested by funds: $19.5B → $20.6B (+$1.11B)

0.4% less ownership

Funds ownership: 70.17%69.77% (-0.4%)

19% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 329

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
890
Holders Change
+51
Holders Change %
+6.08%
% of All Funds
15.75%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
128
Increased
266
Reduced
329
Closed
60
Calls
$73.9M
Puts
$11.1M
Net Calls
+$62.8M
Net Calls Change
+$38.5M
Name Holding Trade Value Shares
Change
Change in
Stake
FC
376
FORA Capital
Florida
$926K +$891K +15,302 +2,625%
IWA
377
IVC Wealth Advisors
Pennsylvania
$923K +$921K +15,824 New
GWM
378
Geneos Wealth Management
Colorado
$917K +$142K +2,447 +16%
APW
379
Aurora Private Wealth
New Jersey
$913K -$57.5K -987 -6%
PWMG
380
Prestige Wealth Management Group
New Jersey
$899K -$4.6K -79 -0.5%
BPM
381
Bowling Portfolio Management
Ohio
$892K -$48.8K -838 -5%
EH
382
Equitable Holdings
New York
$889K +$71.3K +1,225 +9%
FMTCOCP
383
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$886K
WIC
384
Woodmont Investment Counsel
Tennessee
$884K -$427K -7,327 -33%
BLAM
385
Bourne Lent Asset Management
New York
$882K
LIA
386
LS Investment Advisors
Michigan
$880K -$1.08M -18,622 -55%
IA
387
Insight Advisors
Pennsylvania
$880K +$878K +15,088 New
E
388
Ergoteles
New York
$878K +$876K +15,052 New
CIAS
389
CFS Investment Advisory Services
New Jersey
$855K +$854K +14,660 New
AWM
390
Aevitas Wealth Management
Massachusetts
$850K -$13.7K -236 -2%
LCM
391
Leisure Capital Management
California
$849K +$13.7K +236 +2%
CPO
392
Cerity Partners OCIO
New York
$840K -$52.7K -906 -6%
FT
393
Fiduciary Trust
Massachusetts
$830K -$30.6K -525 -4%
KRSITF
394
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$829K +$56.9K +977 +7%
SWA
395
Sax Wealth Advisors
New Jersey
$824K +$823K +14,140 New
FBT
396
First Bank & Trust
South Dakota
$816K +$114K +1,966 +16%
AT
397
Arden Trust
Delaware
$813K -$31.1K -535 -4%
Los Angeles Capital Management
398
Los Angeles Capital Management
California
$808K +$309K +5,310 +62%
VAS
399
Vestmark Advisory Solutions
Massachusetts
$804K -$11K -189 -1%
Credit Agricole
400
Credit Agricole
France
$801K

PEG Hedge Fund Activity: Q4 2020 in Review

890 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2020, worth a combined $20.6B — up 5.7% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new PEG positions and 60 closed out — a net gain of 68 holders — while 266 added to existing stakes and 329 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $994M. The largest seller was Capital World Investors, cutting an estimated $365M.

  • 890 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2020, up from 839 in Q3 2020.
  • Funds reported $20.6B of Public Service Enterprise Group stock for Q4 2020, up 5.7% quarter-over-quarter.
  • 128 funds opened new Public Service Enterprise Group positions in Q4 2020 and 60 closed out, a net change of +68 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2020 was T. Rowe Price Associates, an estimated $994M added.
  • The largest Public Service Enterprise Group seller in Q4 2020 was Capital World Investors, an estimated $365M sold.

Based on aggregated 13F filings for Q4 2020.