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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
BFS
476
Bradley Foster & Sargent
Connecticut
$505K
PCS
477
Personal CFO Solutions
New Jersey
$505K +$35.5K +574 +7%
FMBTD
478
First Midwest Bank Trust Division
Illinois
$501K +$8.65K +140 +2%
RTC
479
Riverview Trust Company
Washington
$498K -$9.64K -156 -2%
NL
480
NVWM LLC
Pennsylvania
$498K
IA
481
IndexIQ Advisors
New York
$497K +$14.2K +230 +3%
CF
482
Copperwynd Financial
Arizona
$493K +$13.8K +224 +3%
PWM
483
Palumbo Wealth Management
New York
$487K +$3.21K +52 +0.6%
NWA
484
New World Advisors
Massachusetts
$487K +$504K +8,160 New
FWCM
485
Ferguson Wellman Capital Management
Oregon
$482K +$1.98K +32 +0.4%
LFA
486
Legacy Financial Advisors
Kentucky
$477K +$78.5K +1,271 +19%
BMCM
487
Bryn Mawr Capital Management
Pennsylvania
$472K
CCMD
488
Cypress Capital Management (Delaware)
Delaware
$467K +$483K +7,819 New
PAS
489
Park Avenue Securities
New York
$466K +$96.2K +1,557 +25%
SPC
490
Sigma Planning Corp
Michigan
$458K +$16.1K +261 +4%
WQ
491
Wealth Quarterback
New Jersey
$454K +$469K +7,584 New
ACM
492
Advisors Capital Management
New Jersey
$452K +$11.4K +185 +3%
VPIM
493
Vanguard Personalized Indexing Management
California
$452K +$86.3K +1,397 +23%
HIS
494
Horizon Investment Services
Indiana
$449K -$7.78K -126 -2%
PGAM
495
Princeton Global Asset Management
New Jersey
$448K
O
496
Ossiam
France
$447K -$266K -4,307 -37%
LNWWM
497
Laird Norton Wetherby Wealth Management
California
$447K -$6.24K -101 -1%
WJWM
498
Williams Jones Wealth Management
New York
$447K -$680 -11 -0.1%
First Manhattan
499
First Manhattan
New York
$446K -$43.2K -699 -9%
IWM
500
IHT Wealth Management
Illinois
$446K +$18K +291 +4%

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.