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Public Service Enterprise Group

890 hedge funds and large institutions have $20.6B invested in Public Service Enterprise Group in 2020 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 266 increasing their positions, 329 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

564% more call options, than puts

Call options by funds: $73.9M | Put options by funds: $11.1M

113% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 60

6% more funds holding

Funds holding: 839890 (+51)

6% more capital invested

Capital invested by funds: $19.5B → $20.6B (+$1.11B)

0.4% less ownership

Funds ownership: 70.17%69.77% (-0.4%)

19% less repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 329

50% less funds holding in top 10

Funds holding in top 10: 84 (-4)

Holders
890
Holders Change
+51
Holders Change %
+6.08%
% of All Funds
15.75%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
128
Increased
266
Reduced
329
Closed
60
Calls
$73.9M
Puts
$11.1M
Net Calls
+$62.8M
Net Calls Change
+$38.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
601
Park Avenue Securities
New York
$280K -$136K -2,336 -33%
CAM
602
Carret Asset Management
New York
$279K +$52.7K +906 +23%
CAAS
603
Capital Asset Advisory Services
Michigan
$277K +$276K +4,745 New
FPCG
604
Fort Pitt Capital Group
Pennsylvania
$274K -$10.5K -180 -4%
WT
605
Washington Trust
Rhode Island
$271K
HDIM
606
Hanson & Doremus Investment Management
Vermont
$269K +$70.7K +1,215 +36%
LWM
607
Laidlaw Wealth Management
New York
$269K +$268K +4,611 New
FMLI
608
Fukoku Mutual Life Insurance
Japan
$268K
BJL
609
Brighton Jones LLC
Washington
$268K +$2.04K +35 +0.8%
BPA
610
Beacon Pointe Advisors
California
$268K +$24.5K +420 +10%
MC
611
Maverick Capital
Texas
$268K +$268K +4,599 New
HFA
612
Hoover Financial Advisors
Pennsylvania
$267K
IHL
613
Investment House LLC
California
$267K
SB
614
Sunflower Bank
Texas
$266K +$266K +4,561 New
SBIA
615
Sheaff Brock Investment Advisors
Indiana
$265K
UH
616
Unigestion Holding
Switzerland
$261K -$319K -5,474 -55%
LWAC
617
Laurel Wealth Advisors (California)
California
$261K
FNFDCM
618
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$260K -$1.46K -25 -0.6%
FQ
619
First Quadrant
California
$260K
P
620
Pitcairn
Pennsylvania
$260K +$2.62K +45 +1%
NSIM
621
North Star Investment Management
Illinois
$259K
WF
622
Welch & Forbes
Massachusetts
$259K
RWB
623
RMR Wealth Builders
New Jersey
$258K -$3.19M -54,778 -93%
TSS
624
Two Sigma Securities
New York
$251K +$14.3K +245 +6%
GC
625
Gilbert & Cook
Iowa
$251K +$250K +4,286 New

PEG Hedge Fund Activity: Q4 2020 in Review

890 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q4 2020, worth a combined $20.6B — up 5.7% from $19.5B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new PEG positions and 60 closed out — a net gain of 68 holders — while 266 added to existing stakes and 329 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $994M. The largest seller was Capital World Investors, cutting an estimated $365M.

  • 890 institutional investors held Public Service Enterprise Group (PEG) as of Q4 2020, up from 839 in Q3 2020.
  • Funds reported $20.6B of Public Service Enterprise Group stock for Q4 2020, up 5.7% quarter-over-quarter.
  • 128 funds opened new Public Service Enterprise Group positions in Q4 2020 and 60 closed out, a net change of +68 holders.
  • The largest Public Service Enterprise Group buyer in Q4 2020 was T. Rowe Price Associates, an estimated $994M added.
  • The largest Public Service Enterprise Group seller in Q4 2020 was Capital World Investors, an estimated $365M sold.

Based on aggregated 13F filings for Q4 2020.