We are live on ! Find out more
PEG icon

Public Service Enterprise Group

881 hedge funds and large institutions have $21.8B invested in Public Service Enterprise Group in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 324 increasing their positions, 288 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $10.5M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

35% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 57

13% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 288

1% more funds holding

Funds holding: 870881 (+11)

3% more capital invested

Capital invested by funds: $21.1B → $21.8B (+$638M)

0.58% more ownership

Funds ownership: 70.22%70.81% (+0.58%)

Holders
881
Holders Change
+11
Holders Change %
+1.26%
% of All Funds
15.42%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
77
Increased
324
Reduced
288
Closed
57
Calls
$59.5M
Puts
$10.5M
Net Calls
+$49M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
401
Achmea Investment Management
Netherlands
$824K +$70.7K +1,132 +9%
WIC
402
Woodmont Investment Counsel
Tennessee
$822K -$9.68K -155 -1%
JFL
403
Jarislowsky, Fraser Ltd
Quebec, Canada
$817K -$71.6K -1,146 -8%
KRSITF
404
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$797K -$3.68K -59 -0.4%
CIAS
405
CFS Investment Advisory Services
New Jersey
$796K +$816K +13,072 New
PGWM
406
Parisi Gray Wealth Management
New Jersey
$791K +$1.5K +24 +0.2%
SIA
407
Strategic Investment Advisors
Michigan
$784K +$56.7K +908 +8%
BOPW
408
Brandywine Oak Private Wealth
Pennsylvania
$784K +$462K +7,400 +135%
FA
409
Faithward Advisors
Pennsylvania
$784K +$804K +12,870 New
MIM
410
Merrion Investment Management
New Jersey
$779K +$12.5K +200 +2%
BMSSC
411
B. Metzler seel. Sohn & Co
Germany
$776K +$34.3K +550 +5%
CT
412
Caldwell Trust
Florida
$769K -$1.19K -19 -0.2%
MAG
413
MRA Advisory Group
New Jersey
$769K -$2.5K -40 -0.3%
AP
414
Advisor Partners
California
$768K -$9.3K -149 -1%
OPPTF
415
OPSEU Pension Plan Trust Fund
Ontario, Canada
$764K -$17.6K -282 -2%
MSFS
416
Main Street Financial Solutions
Pennsylvania
$763K +$6.06K +97 +0.8%
JF
417
Jump Financial
Illinois
$745K +$764K +12,241 New
SVWAG
418
Sound View Wealth Advisors Group
Georgia
$735K -$37.4K -599 -5%
OPW
419
Oxler Private Wealth
New York
$730K
CPIA
420
Cornell Pochily Investment Advisors
New York
$717K -$1.19K -19 -0.2%
MBT
421
Montecito Bank & Trust
California
$717K +$22.5K +361 +3%
DA
422
Denali Advisors
California
$706K +$306K +4,900 +73%
BTWM
423
Baker Tilly Wealth Management
Wisconsin
$703K +$107K +1,714 +17%
FANJ
424
Financial Architects (New Jersey)
New Jersey
$692K +$2.25K +36 +0.3%
SWA
425
Sax Wealth Advisors
New Jersey
$683K -$38.5K -617 -5%

PEG Hedge Fund Activity: Q3 2021 in Review

881 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2021, worth a combined $21.8B — up 3% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PEG positions and 57 closed out — a net gain of 20 holders — while 324 added to existing stakes and 288 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $168M. The largest seller was Franklin Resources, cutting an estimated $132M.

  • 881 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2021, up from 870 in Q2 2021.
  • Funds reported $21.8B of Public Service Enterprise Group stock for Q3 2021, up 3% quarter-over-quarter.
  • 77 funds opened new Public Service Enterprise Group positions in Q3 2021 and 57 closed out, a net change of +20 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2021 was Capital Research Global Investors, an estimated $168M added.
  • The largest Public Service Enterprise Group seller in Q3 2021 was Franklin Resources, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2021.