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Public Service Enterprise Group

870 hedge funds and large institutions have $21.1B invested in Public Service Enterprise Group in 2021 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 339 increasing their positions, 277 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

662% more call options, than puts

Call options by funds: $63.3M | Put options by funds: $8.31M

22% more repeat investments, than reductions

Existing positions increased: 339 | Existing positions reduced: 277

8% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 61

0% less funds holding

Funds holding: 872870 (-2)

0.39% less ownership

Funds ownership: 70.61%70.22% (-0.39%)

1% less capital invested

Capital invested by funds: $21.4B → $21.1B (-$282M)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
870
Holders Change
-2
Holders Change %
-0.23%
% of All Funds
15.14%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
66
Increased
339
Reduced
277
Closed
61
Calls
$63.3M
Puts
$8.31M
Net Calls
+$55M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
426
Cornell Pochily Investment Advisors
New York
$704K -$5.5K -89 -0.7%
B
427
BP
United Kingdom
$698K -$364K -5,892 -34%
MBT
428
Montecito Bank & Trust
California
$682K +$34.3K +555 +5%
FANJ
429
Financial Architects (New Jersey)
New Jersey
$677K -$1.42K -23 -0.2%
FCI
430
Financial Counselors Inc
Kansas
$675K +$4.45K +72 +0.6%
Los Angeles Capital Management
431
Los Angeles Capital Management
California
$666K
Cerity Partners
432
Cerity Partners
New York
$661K -$30.5K -494 -4%
TAM
433
Tocqueville Asset Management
New York
$660K +$62 +1 +0%
SAM
434
Silvercrest Asset Management
New York
$657K -$14.6K -237 -2%
E
435
Ergoteles
New York
$655K +$678K +10,968 New
ACM
436
Argyle Capital Management
Pennsylvania
$645K
KFP
437
Keystone Financial Planning
Ohio
$637K +$57.5K +931 +10%
AWM
438
Affinity Wealth Management
Delaware
$631K
APA
439
American Portfolios Advisors
New York
$630K +$139K +2,252 +27%
DC
440
Davenport & Co
Virginia
$617K +$638K +10,322 New
SW
441
SVB Wealth
Massachusetts
$612K -$6.42K -104 -1%
FNBT
442
FineMark National Bank & Trust
Florida
$612K -$741 -12 -0.1%
KeyBank National Association
443
KeyBank National Association
Ohio
$607K -$107K -1,735 -15%
CL
444
CSS LLC
Illinois
$601K -$73.5K -1,190 -11%
NSEDCP
445
NJ State Employees Deferred Compensation Plan
New Jersey
$597K
JIC
446
Johnson Investment Counsel
Ohio
$597K +$15.7K +254 +3%
MWM
447
Mission Wealth Management
California
$589K -$78.2K -1,266 -11%
FA
448
FDx Advisors
Illinois
$587K -$338K -5,466 -36%
BTWM
449
Baker Tilly Wealth Management
Wisconsin
$587K +$98.2K +1,589 +19%
JCM
450
Jacobi Capital Management
Pennsylvania
$584K +$14.1K +229 +2%

PEG Hedge Fund Activity: Q2 2021 in Review

870 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q2 2021, worth a combined $21.1B — down 1.3% from $21.4B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new PEG positions and 61 closed out — a net gain of 5 holders — while 339 added to existing stakes and 277 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $164M. The largest seller was T. Rowe Price Associates, cutting an estimated $423M.

  • 870 institutional investors held Public Service Enterprise Group (PEG) as of Q2 2021, down from 872 in Q1 2021.
  • Funds reported $21.1B of Public Service Enterprise Group stock for Q2 2021, down 1.3% quarter-over-quarter.
  • 66 funds opened new Public Service Enterprise Group positions in Q2 2021 and 61 closed out, a net change of +5 holders.
  • The largest Public Service Enterprise Group buyer in Q2 2021 was Capital Research Global Investors, an estimated $164M added.
  • The largest Public Service Enterprise Group seller in Q2 2021 was T. Rowe Price Associates, an estimated $423M sold.

Based on aggregated 13F filings for Q2 2021.