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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
FA
401
FDx Advisors
Illinois
$794K -$53.9K -925 -6%
LFAS
402
Level Four Advisory Services
Texas
$792K -$69.9K -1,200 -8%
AAM
403
Advisors Asset Management
Colorado
$789K -$12.8K -220 -2%
CA
404
Calton & Associates
Florida
$788K +$32.6K +560 +4%
OAM
405
Optimal Asset Management
California
$777K
PGWM
406
Parisi Gray Wealth Management
New Jersey
$775K -$23.3K -400 -3%
Squarepoint
407
Squarepoint
New York
$773K +$772K +13,259 New
OFS
408
Orrstown Financial Services
Pennsylvania
$760K -$65.9K -1,132 -8%
MAG
409
MRA Advisory Group
New Jersey
$755K +$754K +12,955 New
AP
410
Advisor Partners
California
$753K +$15.3K +262 +2%
OPPTF
411
OPSEU Pension Plan Trust Fund
Ontario, Canada
$741K +$19K +326 +3%
JWCA
412
J.W. Cole Advisors
Florida
$739K -$400K -6,877 -35%
SS
413
Simplicity Solutions
Minnesota
$735K -$68.2K -1,172 -9%
SVWAG
414
Sound View Wealth Advisors Group
Georgia
$735K +$5.94K +102 +0.8%
MIM
415
Merrion Investment Management
New Jersey
$735K +$734K +12,600 New
MSFS
416
Main Street Financial Solutions
Pennsylvania
$725K +$724K +12,430 New
KeyBank National Association
417
KeyBank National Association
Ohio
$711K -$96.6K -1,659 -12%
Baird Financial Group
418
Baird Financial Group
Wisconsin
$709K +$58 +1 +0%
CT
419
Caldwell Trust
Florida
$703K +$7.28K +125 +1%
Cerity Partners
420
Cerity Partners
New York
$701K -$44.6K -766 -6%
OPW
421
Oxler Private Wealth
New York
$699K +$699K +12,000 New
Rafferty Asset Management
422
Rafferty Asset Management
New York
$697K +$167K +2,862 +31%
ZB
423
Zions Bancorporation
Utah
$695K -$25.6K -440 -4%
TCA
424
Transcend Capital Advisors
New Jersey
$695K +$118K +2,028 +21%
CPIA
425
Cornell Pochily Investment Advisors
New York
$692K +$640 +11 +0.1%

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.