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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
UBS AM
26
UBS AM
Illinois
$144M +$5.66M +91,659 +4%
DPIM
27
Duff & Phelps Investment Management
Illinois
$144M +$4.47M +72,412 +3%
Wells Fargo
28
Wells Fargo
California
$143M -$44.6M -722,673 -23%
Morgan Stanley
29
Morgan Stanley
New York
$140M +$25.7M +416,386 +22%
Amundi
30
Amundi
France
$128M +$132M +2,134,875 New
Jennison Associates
31
Jennison Associates
New York
$124M -$3.95M -64,007 -3%
Swiss National Bank
32
Swiss National Bank
Switzerland
$123M +$7.33M +118,645 +6%
ZP
33
Zimmer Partners
New York
$121M
PPA
34
Parametric Portfolio Associates
Washington
$120M +$5.03M +81,418 +4%
Goldman Sachs
35
Goldman Sachs
New York
$117M +$5.17M +83,730 +4%
Deutsche Bank
36
Deutsche Bank
Germany
$102M +$11.9M +192,893 +13%
First Trust Advisors
37
First Trust Advisors
Illinois
$99.3M +$2.56M +41,366 +3%
Norges Bank
38
Norges Bank
Norway
$98.9M -$35M -566,561 -26%
PG
39
Pendal Group
Australia
$96.8M +$680K +11,005 +0.7%
N
40
Nuveen
North Carolina
$96.6M -$1.21M -19,584 -1%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$93.3M -$6.05M -97,998 -6%
WHRC
42
W.H. Reaves & Co
New Jersey
$90.8M -$7.38M -119,413 -7%
APG Asset Management
43
APG Asset Management
Netherlands
$90.1M -$10.7M -173,046 -9%
HCM
44
Hamlin Capital Management
New York
$87.8M -$129K -2,084 -0.1%
Barclays
45
Barclays
United Kingdom
$87.2M +$5.85M +94,638 +7%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$86.6M +$60.2M +974,470 +211%
Prudential Financial
47
Prudential Financial
New Jersey
$85.3M +$13.7M +221,828 +18%
AssetMark Inc
48
AssetMark Inc
California
$77.6M +$55.8M +902,602 +228%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$73.9M -$157K -2,541 -0.2%
AQR Capital Management
50
AQR Capital Management
Connecticut
$73.2M +$19.4M +314,477 +34%

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.