We are live on ! Find out more
PEG icon

Public Service Enterprise Group

872 hedge funds and large institutions have $21.4B invested in Public Service Enterprise Group in 2021 Q1 according to their latest regulatory filings, with 74 funds opening new positions, 316 increasing their positions, 295 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more call options, than puts

Call options by funds: $45.3M | Put options by funds: $20.9M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

7% more repeat investments, than reductions

Existing positions increased: 316 | Existing positions reduced: 295

4% more capital invested

Capital invested by funds: $20.6B → $21.4B (+$850M)

0.84% more ownership

Funds ownership: 69.77%70.61% (+0.84%)

9% less first-time investments, than exits

New positions opened: 74 | Existing positions closed: 81

2% less funds holding

Funds holding: 891872 (-19)

Holders
872
Holders Change
-19
Holders Change %
-2.13%
% of All Funds
15.31%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
74
Increased
316
Reduced
295
Closed
81
Calls
$45.3M
Puts
$20.9M
Net Calls
+$24.3M
Net Calls Change
-$38.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
551
SPC Financial Inc
Maryland
$328K +$5.77K +100 +2%
Fisher Asset Management
552
Fisher Asset Management
Washington
$326K -$11.7K -202 -4%
ANRIA
553
American National Registered Investment Advisor
Texas
$325K
MWM
554
Modera Wealth Management
New Jersey
$324K
LOAMS
555
Lombard Odier Asset Management (Switzerland)
Switzerland
$322K +$308K +5,347 New
CWM
556
Chesapeake Wealth Management
Virginia
$320K
PWMAG
557
Pinnacle Wealth Management Advisory Group
New Jersey
$317K -$2.88K -50 -0.9%
BOPW
558
Brandywine Oak Private Wealth
Pennsylvania
$317K
AC
559
Avestar Capital
New York
$317K +$8.65K +150 +3%
FFS
560
Founders Financial Securities
Maryland
$316K -$24.3K -422 -7%
WSFS
561
Wilmington Savings Fund Society
Delaware
$316K
Parallax Volatility Advisers
562
Parallax Volatility Advisers
California
$316K +$303K +5,245 New
CC
563
Courier Capital
New York
$313K
AWC
564
Abundance Wealth Counselors
Pennsylvania
$313K +$67.7K +1,173 +29%
FNBTCON
565
First National Bank & Trust Co of Newtown
Pennsylvania
$310K -$24.4K -423 -8%
NB
566
NBT Bank
New York
$309K
ISL
567
Ingalls & Snyder LLC
New York
$308K
SFS
568
Sowell Financial Services
Arkansas
$303K +$151K +2,615 +118%
SIM
569
Sentry Investment Management
Wisconsin
$301K -$1.37M -23,768 -83%
STB
570
S&T Bank
Pennsylvania
$301K
SYBT
571
Stock Yards Bank & Trust
Kentucky
$301K
CIA
572
Capital Investment Advisors
Georgia
$301K +$10.7K +185 +4%
FHB
573
First Hawaiian Bank
Hawaii
$301K +$43.2K +749 +18%
OFG
574
Oxford Financial Group
Indiana
$300K -$5.31K -92 -2%
MCM
575
McRae Capital Management
New Jersey
$300K

PEG Hedge Fund Activity: Q1 2021 in Review

872 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q1 2021, worth a combined $21.4B — up 4.1% from $20.6B a quarter earlier.

Sellers outnumbered buyers: 81 funds closed out of PEG and 74 opened new positions — a net loss of 7 holders — while 295 trimmed existing stakes and 316 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $234M. The largest seller was LSV Asset Management, cutting an estimated $76.1M.

  • 872 institutional investors held Public Service Enterprise Group (PEG) as of Q1 2021, down from 891 in Q4 2020.
  • Funds reported $21.4B of Public Service Enterprise Group stock for Q1 2021, up 4.1% quarter-over-quarter.
  • 74 funds opened new Public Service Enterprise Group positions in Q1 2021 and 81 closed out, a net change of -7 holders.
  • The largest Public Service Enterprise Group buyer in Q1 2021 was T. Rowe Price Associates, an estimated $234M added.
  • The largest Public Service Enterprise Group seller in Q1 2021 was LSV Asset Management, an estimated $76.1M sold.

Based on aggregated 13F filings for Q1 2021.