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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
APP
601
Alpha Paradigm Partners
Illinois
$274K +$263K +4,556 New
CIC
602
Crawford Investment Counsel
Georgia
$272K -$28.8K -500 -10%
SB
603
Sunflower Bank
Texas
$272K -$2.42K -42 -0.9%
ST
604
Sabal Trust
Florida
$270K +$53.1K +920 +26%
BPA
605
Beacon Pointe Advisors
California
$269K -$7.38K -128 -3%
FQ
606
First Quadrant
California
$269K
FNFDCM
607
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$269K
NSIM
608
North Star Investment Management
Illinois
$267K
WF
609
Welch & Forbes
Massachusetts
$267K
VNA
610
Valley National Advisers
Pennsylvania
$260K -$101K -1,758 -29%
LWAC
611
Laurel Wealth Advisors (California)
California
$260K -$8.77K -152 -3%
NRS
612
Neville Rodie & Shaw
New York
$258K
CGL
613
Clarius Group LLC
Washington
$257K +$7.56K +131 +3%
BAM
614
Belpointe Asset Management
Nevada
$255K +$37.2K +645 +18%
F
615
F3Logic
Minnesota
$254K +$1.96K +34 +0.8%
MA
616
MONECO Advisors
Connecticut
$251K +$240K +4,163 New
MFG
617
Magnus Financial Group
New York
$249K -$74.4K -1,290 -24%
YIH
618
Y-Intercept (HK)
Hong Kong
$249K -$69.2K -1,199 -22%
PIM
619
Perpetual Investment Management
Australia
$249K
DW
620
Domani Wealth
Pennsylvania
$248K
CCM
621
Coldstream Capital Management
Washington
$247K +$13.7K +238 +6%
AIP
622
Almanack Investment Partners
Pennsylvania
$246K +$2.88K +50 +1%
CCP
623
Corient Capital Partners
California
$246K +$13.2K +229 +6%
EGM
624
Engineers Gate Manager
New York
$245K +$235K +4,070 New
RB
625
Renasant Bank
Mississippi
$244K +$7.38K +128 +3%

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.