We are live on ! Find out more
PEG icon

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
Los Angeles Capital Management
426
Los Angeles Capital Management
California
$672K -$156K -2,700 -19%
MWM
427
Mission Wealth Management
California
$670K +$102K +1,761 +19%
AWM
428
Affinity Wealth Management
Delaware
$667K
TAM
429
Tocqueville Asset Management
New York
$665K +$58 +1 +0%
SWM
430
Spire Wealth Management
Virginia
$663K +$640K +11,093 New
IA
431
Icon Advisers
Colorado
$662K -$756K -13,100 -54%
MBT
432
Montecito Bank & Trust
California
$654K +$30.9K +536 +5%
ACM
433
Argyle Capital Management
Pennsylvania
$650K
AC
434
Allstate Corporation
Illinois
$636K +$17.9K +311 +3%
NG
435
Northstar Group
New York
$635K -$23.9K -415 -4%
RFC
436
Regions Financial Corp
Alabama
$629K -$23K -398 -4%
CI Investments Inc
437
CI Investments Inc
Ontario, Canada
$628K +$8.25K +143 +1%
SW
438
SVB Wealth
Massachusetts
$623K +$9.4K +163 +2%
Rafferty Asset Management
439
Rafferty Asset Management
New York
$619K -$96.6K -1,674 -14%
FNBT
440
FineMark National Bank & Trust
Florida
$617K +$5.31K +92 +0.9%
HSA
441
Hussman Strategic Advisors
Maryland
$602K
NSEDCP
442
NJ State Employees Deferred Compensation Plan
New Jersey
$602K
HTC
443
Haverford Trust Company
Pennsylvania
$597K +$923 +16 +0.2%
JIC
444
Johnson Investment Counsel
Ohio
$586K -$56.1K -972 -9%
KFP
445
Keystone Financial Planning
Ohio
$586K +$22.4K +388 +4%
JCM
446
Jacobi Capital Management
Pennsylvania
$575K +$3.58K +62 +0.7%
William Blair & Company
447
William Blair & Company
Illinois
$572K -$21.5K -372 -4%
SRC
448
Shufro Rose & Co
New York
$564K -$5.77K -100 -1%
V
449
Veritable
Delaware
$561K +$5.83K +101 +1%
GVAG
450
Great Valley Advisor Group
Delaware
$550K -$40.4K -700 -7%

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.