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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
GSWM
526
Golden State Wealth Management
California
$393K
WA
527
Wealth Alliance
New York
$388K +$24.2K +391 +6%
CI
528
Conning Inc
Connecticut
$387K -$36.8K -596 -8%
MPPW
529
Mitchell & Pahl Private Wealth
Oklahoma
$387K -$1.48K -24 -0.4%
SEC
530
Seven Eight Capital
New York
$386K +$399K +6,458 New
CAAS
531
Capital Asset Advisory Services
Michigan
$382K +$43.9K +710 +12%
LWM
532
Liberty Wealth Management
California
$379K +$7.17K +116 +2%
DT
533
Diversified Trust
Tennessee
$378K +$391K +6,333 New
FAT
534
First American Trust
California
$377K
DJSG
535
D.J. St. Germain
Massachusetts
$376K
SFG
536
Sovereign Financial Group
Connecticut
$376K
ST
537
Smithfield Trust
Pennsylvania
$375K
IWC
538
Integrated Wealth Concepts
Massachusetts
$372K -$6.12K -99 -2%
CCA
539
Checchi Capital Advisers
California
$370K -$12.9K -208 -3%
CPIG
540
Chicago Partners Investment Group
Illinois
$364K +$9.45K +153 +3%
MRCM
541
M&R Capital Management
New Jersey
$363K -$52.5K -850 -12%
CT
542
Columbia Trust
Oregon
$363K -$36.7K -594 -9%
SPP
543
Single Point Partners
Massachusetts
$363K +$14.2K +230 +4%
APP
544
Alpha Paradigm Partners
Illinois
$362K +$92.8K +1,502 +33%
Acadian Asset Management
545
Acadian Asset Management
Massachusetts
$362K +$374K +6,056 New
AIA
546
Arbor Investment Advisors
North Carolina
$358K
EF
547
Empirical Finance
Pennsylvania
$358K +$54.7K +886 +17%
ACA
548
Atlas Capital Advisors
Wyoming
$358K +$556 +9 +0.2%
SP
549
Symmetry Partners
Connecticut
$353K
BPA
550
Beacon Pointe Advisors
California
$353K +$88.7K +1,436 +32%

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.