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Public Service Enterprise Group

881 hedge funds and large institutions have $21.8B invested in Public Service Enterprise Group in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 324 increasing their positions, 288 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $10.5M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

35% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 57

13% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 288

1% more funds holding

Funds holding: 870881 (+11)

3% more capital invested

Capital invested by funds: $21.1B → $21.8B (+$638M)

0.58% more ownership

Funds ownership: 70.22%70.81% (+0.58%)

Holders
881
Holders Change
+11
Holders Change %
+1.26%
% of All Funds
15.42%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
77
Increased
324
Reduced
288
Closed
57
Calls
$59.5M
Puts
$10.5M
Net Calls
+$49M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$146M +$110K +1,762 +0.1%
Franklin Resources
27
Franklin Resources
California
$142M -$132M -2,118,883 -48%
Morgan Stanley
28
Morgan Stanley
New York
$141M -$1.54M -24,618 -1%
EIP
29
Energy Income Partners
Connecticut
$136M -$27.8M -445,686 -17%
UBS AM
30
UBS AM
Illinois
$134M -$13.9M -223,152 -9%
Citadel Advisors
31
Citadel Advisors
Florida
$127M +$129M +2,058,599 +8,642%
ZP
32
Zimmer Partners
New York
$122M -$1.44M -23,015 -1%
Swiss National Bank
33
Swiss National Bank
Switzerland
$122M -$4.09M -65,500 -3%
Goldman Sachs
34
Goldman Sachs
New York
$115M -$3.97M -63,523 -3%
PPA
35
Parametric Portfolio Associates
Washington
$112M -$10.7M -171,175 -9%
Deutsche Bank
36
Deutsche Bank
Germany
$107M +$3.36M +53,735 +3%
PG
37
Pendal Group
Australia
$106M +$7.37M +118,058 +7%
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$101M +$13.3M +213,347 +15%
First Trust Advisors
39
First Trust Advisors
Illinois
$98.1M -$3.26M -52,275 -3%
HCM
40
Hamlin Capital Management
New York
$97.8M +$8.56M +137,142 +9%
N
41
Nuveen
North Carolina
$96.1M -$2.38M -38,136 -2%
Sumitomo Mitsui Trust Group
42
Sumitomo Mitsui Trust Group
Japan
$92.9M -$2.27M -36,416 -2%
Barclays
43
Barclays
United Kingdom
$91.1M +$2.21M +35,405 +2%
Amundi
44
Amundi
France
$90M -$41M -656,290 -31%
APG Asset Management
45
APG Asset Management
Netherlands
$87.4M -$7.83M -125,458 -7%
WHRC
46
W.H. Reaves & Co
New Jersey
$87.3M -$5.46M -87,403 -6%
Norges Bank
47
Norges Bank
Norway
$84.9M -$16.3M -261,351 -16%
AssetMark Inc
48
AssetMark Inc
California
$77.9M -$1.22M -19,490 -2%
Dimensional Fund Advisors
49
Dimensional Fund Advisors
Texas
$74.7M -$735K -11,763 -1%
Adage Capital Partners
50
Adage Capital Partners
Massachusetts
$73M +$17.6M +282,200 +31%

PEG Hedge Fund Activity: Q3 2021 in Review

881 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2021, worth a combined $21.8B — up 3% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PEG positions and 57 closed out — a net gain of 20 holders — while 324 added to existing stakes and 288 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $168M. The largest seller was Franklin Resources, cutting an estimated $132M.

  • 881 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2021, up from 870 in Q2 2021.
  • Funds reported $21.8B of Public Service Enterprise Group stock for Q3 2021, up 3% quarter-over-quarter.
  • 77 funds opened new Public Service Enterprise Group positions in Q3 2021 and 57 closed out, a net change of +20 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2021 was Capital Research Global Investors, an estimated $168M added.
  • The largest Public Service Enterprise Group seller in Q3 2021 was Franklin Resources, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2021.