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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
PWMG
376
Prestige Wealth Management Group
New Jersey
$928K
Squarepoint
377
Squarepoint
New York
$927K +$124K +2,141 +16%
FA
378
FDx Advisors
Illinois
$921K +$96.2K +1,667 +12%
FMTCOCP
379
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$914K -$1.44K -25 -0.2%
LCM
380
Leisure Capital Management
California
$912K +$33.9K +587 +4%
APW
381
Aurora Private Wealth
New Jersey
$910K -$31.6K -547 -3%
BLAM
382
Bourne Lent Asset Management
New York
$910K
SAM
383
Shell Asset Management
Netherlands
$891K -$2.02M -35,065 -70%
AWM
384
Aevitas Wealth Management
Massachusetts
$881K +$3.52K +61 +0.4%
MYAM
385
Meiji Yasuda Asset Management
Japan
$861K +$542K +9,400 +192%
FBT
386
First Bank & Trust
South Dakota
$859K +$16.3K +282 +2%
JWCA
387
J.W. Cole Advisors
Florida
$859K +$92K +1,594 +13%
BPM
388
Bowling Portfolio Management
Ohio
$858K -$60.3K -1,045 -7%
WIC
389
Woodmont Investment Counsel
Tennessee
$849K -$61K -1,058 -7%
Citadel Advisors
390
Citadel Advisors
Florida
$838K +$803K +13,912 New
AT
391
Arden Trust
Delaware
$835K -$3.58K -62 -0.4%
KRSITF
392
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$830K -$25.5K -442 -3%
FT
393
Fiduciary Trust
Massachusetts
$828K -$27.6K -479 -3%
LFAS
394
Level Four Advisory Services
Texas
$816K -$1.5K -26 -0.2%
ZB
395
Zions Bancorporation
Utah
$807K +$85.2K +1,477 +12%
PGWM
396
Parisi Gray Wealth Management
New Jersey
$802K +$2.08K +36 +0.3%
OPPTF
397
OPSEU Pension Plan Trust Fund
Ontario, Canada
$800K +$28.7K +498 +4%
SWA
398
SFMG Wealth Advisors
Texas
$793K +$114K +1,970 +18%
VAS
399
Vestmark Advisory Solutions
Massachusetts
$791K -$36.9K -639 -5%
OFS
400
Orrstown Financial Services
Pennsylvania
$788K +$9.98K +173 +1%

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.