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Public Service Enterprise Group

890 hedge funds and large institutions have $20.6B invested in Public Service Enterprise Group in 2020 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 266 increasing their positions, 329 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

564% more call options, than puts

Call options by funds: $73.9M | Put options by funds: $11.1M

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

6% more funds holding

Funds holding: 839890 (+51)

6% more capital invested

Capital invested by funds: $19.5B → $20.6B (+$1.11B)

0.4% less ownership

Funds ownership: 70.17%69.77% (-0.4%)

19% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 329

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
890
Holders Change
+51
Holders Change %
+6.08%
% of All Funds
15.75%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
128
Increased
266
Reduced
329
Closed
60
Calls
$73.9M
Puts
$11.1M
Net Calls
+$62.8M
Net Calls Change
+$38.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
26
Cohen & Steers
New York
$141M -$2.36M -40,601 -2%
Charles Schwab
27
Charles Schwab
California
$134M +$1.45M +24,854 +1%
AAMU
28
Amundi Asset Management US
Massachusetts
$134M -$8.06M -138,444 -6%
DPIM
29
Duff & Phelps Investment Management
Illinois
$134M +$580K +9,970 +0.4%
Franklin Resources
30
Franklin Resources
California
$128M -$5.07M -87,078 -4%
Morgan Stanley
31
Morgan Stanley
New York
$126M +$25.2M +432,746 +25%
UBS AM
32
UBS AM
Illinois
$126M -$441K -7,574 -0.4%
ZP
33
Zimmer Partners
New York
$122M +$4.66M +80,019 +4%
Swiss National Bank
34
Swiss National Bank
Switzerland
$111M -$3.41M -58,500 -3%
PPA
35
Parametric Portfolio Associates
Washington
$109M +$2.77M +47,636 +3%
N
36
Nuveen
North Carolina
$107M -$2.98M -51,224 -3%
Prudential Financial
37
Prudential Financial
New Jersey
$102M -$56.9M -977,570 -36%
Sumitomo Mitsui Trust Group
38
Sumitomo Mitsui Trust Group
Japan
$99.5M -$21.9M -375,719 -18%
PG
39
Pendal Group
Australia
$97.6M -$4.75M -81,652 -5%
LSV Asset Management
40
LSV Asset Management
Illinois
$93.9M -$67.9M -1,166,093 -42%
Ameriprise
41
Ameriprise
Minnesota
$92.2M -$6.39M -109,782 -7%
First Trust Advisors
42
First Trust Advisors
Illinois
$87.7M -$1.94M -33,324 -2%
WHRC
43
W.H. Reaves & Co
New Jersey
$86.8M -$4.27M -73,294 -5%
Jennison Associates
44
Jennison Associates
New York
$86.1M -$1.87M -32,056 -2%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$85.9M +$13M +223,109 +18%
Dimensional Fund Advisors
46
Dimensional Fund Advisors
Texas
$74.2M +$951K +16,334 +1%
HCM
47
Hamlin Capital Management
New York
$74M -$10.8M -185,939 -13%
Barclays
48
Barclays
United Kingdom
$73.9M -$24.3M -417,112 -25%
Adage Capital Partners
49
Adage Capital Partners
Massachusetts
$73M +$40.1M +688,500 +122%
APG Asset Management
50
APG Asset Management
Netherlands
$68.4M +$645K +11,082 +0.8%

PEG Hedge Fund Activity: Q4 2020 in Review

890 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2020, worth a combined $20.6B — up 5.7% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new PEG positions and 60 closed out — a net gain of 68 holders — while 266 added to existing stakes and 329 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $994M. The largest seller was Capital World Investors, cutting an estimated $365M.

  • 890 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2020, up from 839 in Q3 2020.
  • Funds reported $20.6B of Public Service Enterprise Group stock for Q4 2020, up 5.7% quarter-over-quarter.
  • 128 funds opened new Public Service Enterprise Group positions in Q4 2020 and 60 closed out, a net change of +68 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2020 was T. Rowe Price Associates, an estimated $994M added.
  • The largest Public Service Enterprise Group seller in Q4 2020 was Capital World Investors, an estimated $365M sold.

Based on aggregated 13F filings for Q4 2020.