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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
CF
476
Copperwynd Financial
Arizona
$516K +$13.5K +216 +3%
PAM
477
Private Asset Management
California
$514K -$24.8K -397 -4%
ZCM
478
Ziegler Capital Management
Illinois
$513K -$35.3K -566 -6%
NL
479
NVWM LLC
Pennsylvania
$508K
RTC
480
Riverview Trust Company
Washington
$508K
LFA
481
Legacy Financial Advisors
Kentucky
$507K +$20.9K +335 +4%
PWM
482
Palumbo Wealth Management
New York
$500K +$3.19K +51 +0.6%
NDSI
483
Newman Dignan & Sheerar Inc
Rhode Island
$498K -$24.8K -397 -5%
FWCM
484
Ferguson Wellman Capital Management
Oregon
$490K -$2K -32 -0.4%
BMCM
485
Bryn Mawr Capital Management
Pennsylvania
$481K
First Manhattan
486
First Manhattan
New York
$479K +$25.6K +410 +5%
SAM
487
Shell Asset Management
Netherlands
$474K -$116K -1,858 -19%
WANY
488
Wealthspire Advisors (New York)
New York
$473K +$485K +7,762 New
CCMD
489
Cypress Capital Management (Delaware)
Delaware
$467K
ACM
490
Advisors Capital Management
New Jersey
$467K +$6.68K +107 +1%
HIS
491
Horizon Investment Services
Indiana
$466K +$8.43K +135 +2%
WQ
492
Wealth Quarterback
New Jersey
$464K +$2.06K +33 +0.4%
PGAM
493
Princeton Global Asset Management
New Jersey
$457K
GA
494
Gateway Advisory
New Jersey
$457K +$469K +7,503 New
WJWM
495
Williams Jones Wealth Management
New York
$456K
LNWWM
496
Laird Norton Wetherby Wealth Management
California
$454K -$2.06K -33 -0.4%
HSA
497
HBK Sorce Advisory
Pennsylvania
$448K
VCA
498
Verdence Capital Advisors
Maryland
$444K -$3.75K -60 -0.8%
HVIA
499
Hudson Valley Investment Advisors
New York
$444K +$455K +7,292 New
GT
500
Greenleaf Trust
Michigan
$441K +$13.9K +223 +3%

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.