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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
ABTD
401
Arvest Bank Trust Division
Oklahoma
$786K +$113K +1,956 +18%
AAM
402
Advisors Asset Management
Colorado
$780K -$33.1K -574 -4%
SVWAG
403
Sound View Wealth Advisors Group
Georgia
$780K +$20.2K +350 +3%
MAG
404
MRA Advisory Group
New Jersey
$763K -$16.4K -285 -2%
SBF
405
Sara-Bay Financial
Florida
$759K +$42.3K +734 +6%
MIM
406
Merrion Investment Management
New Jersey
$758K
AP
407
Advisor Partners
California
$756K -$21.3K -370 -3%
MSFS
408
Main Street Financial Solutions
Pennsylvania
$750K +$1.15K +20 +0.2%
SWA
409
Sax Wealth Advisors
New Jersey
$748K -$98.6K -1,710 -12%
SF
410
Synovus Financial
Georgia
$745K +$86.2K +1,495 +14%
ACM
411
Alethea Capital Management
Washington
$738K +$707K +12,258 New
Baird Financial Group
412
Baird Financial Group
Wisconsin
$724K -$8.65K -150 -1%
TF
413
Trek Financial
Arizona
$724K +$694K +12,022 New
OPW
414
Oxler Private Wealth
New York
$722K
KeyBank National Association
415
KeyBank National Association
Ohio
$716K -$17.5K -303 -2%
BMSSC
416
B. Metzler seel. Sohn & Co
Germany
$716K
CPIA
417
Cornell Pochily Investment Advisors
New York
$715K +$635 +11 +0.1%
CT
418
Caldwell Trust
Florida
$699K -$26K -451 -4%
Cerity Partners
419
Cerity Partners
New York
$696K -$27.2K -472 -4%
O
420
Ossiam
France
$692K +$269K +4,665 +68%
FANJ
421
Financial Architects (New Jersey)
New Jersey
$684K -$10.2K -176 -2%
CA
422
Calton & Associates
Florida
$681K -$127K -2,204 -16%
CL
423
CSS LLC
Illinois
$677K +$649K +11,251 New
FCI
424
Financial Counselors Inc
Kansas
$676K -$447K -7,748 -41%
SAM
425
Silvercrest Asset Management
New York
$676K -$23.4K -405 -3%

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.