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Public Service Enterprise Group

839 hedge funds and large institutions have $19.5B invested in Public Service Enterprise Group in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 276 increasing their positions, 309 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $34M | Put options by funds: $9.69M

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

45% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 62

11% more capital invested

Capital invested by funds: $17.5B → $19.5B (+$1.98B)

2% more funds holding

Funds holding: 819839 (+20)

0.21% less ownership

Funds ownership: 70.38%70.17% (-0.21%)

11% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 309

Holders
839
Holders Change
+20
Holders Change %
+2.44%
% of All Funds
16.93%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.16%
New
90
Increased
276
Reduced
309
Closed
62
Calls
$34M
Puts
$9.69M
Net Calls
+$24.4M
Net Calls Change
-$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
451
Wealthspire Advisors (Maryland)
Maryland
$526K +$237K +4,469 +87%
AC
452
Allstate Corporation
Illinois
$523K -$277K -5,234 -35%
SW
453
SVB Wealth
Massachusetts
$517K +$5.19K +98 +1%
Nomura Holdings
454
Nomura Holdings
Japan
$502K -$321K -6,066 -40%
Rafferty Asset Management
455
Rafferty Asset Management
New York
$500K -$219K -4,132 -31%
BFS
456
Bradley Foster & Sargent
Connecticut
$499K +$481K +9,081 New
FNBT
457
FineMark National Bank & Trust
Florida
$495K
TW
458
TrinityPoint Wealth
Connecticut
$495K
William Blair & Company
459
William Blair & Company
Illinois
$488K +$2.44K +46 +0.5%
SWA
460
SFMG Wealth Advisors
Texas
$488K +$32.5K +614 +7%
Cetera Investment Advisers
461
Cetera Investment Advisers
Illinois
$487K +$1.64K +31 +0.4%
MRCM
462
M&R Capital Management
New Jersey
$486K
PAM
463
Private Asset Management
California
$485K -$8.84K -167 -2%
ZCM
464
Ziegler Capital Management
Illinois
$482K +$41.9K +792 +10%
MWM
465
Modera Wealth Management
New Jersey
$471K -$741 -14 -0.2%
Los Angeles Capital Management
466
Los Angeles Capital Management
California
$469K
ABTD
467
Arvest Bank Trust Division
Oklahoma
$459K +$176K +3,331 +66%
NL
468
NVWM LLC
Pennsylvania
$457K -$9.85K -186 -2%
NDSI
469
Newman Dignan & Sheerar Inc
Rhode Island
$455K +$5.29K +100 +1%
WANY
470
Wealthspire Advisors (New York)
New York
$453K +$72.9K +1,376 +20%
FMBTD
471
First Midwest Bank Trust Division
Illinois
$452K
APA
472
American Portfolios Advisors
New York
$450K -$19.6K -370 -4%
KWM
473
Keebeck Wealth Management
Illinois
$445K
FM
474
Foster & Motley
Ohio
$444K -$7.25K -137 -2%
CF
475
Copperwynd Financial
Arizona
$444K -$7.04K -133 -2%

PEG Hedge Fund Activity: Q3 2020 in Review

839 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2020, worth a combined $19.5B — up 11% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new PEG positions and 62 closed out — a net gain of 28 holders — while 276 added to existing stakes and 309 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $430M. The largest seller was Nordea Investment Management, cutting an estimated $357M.

  • 839 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2020, up from 819 in Q2 2020.
  • Funds reported $19.5B of Public Service Enterprise Group stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new Public Service Enterprise Group positions in Q3 2020 and 62 closed out, a net change of +28 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2020 was T. Rowe Price Associates, an estimated $430M added.
  • The largest Public Service Enterprise Group seller in Q3 2020 was Nordea Investment Management, an estimated $357M sold.

Based on aggregated 13F filings for Q3 2020.