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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
NRS
626
Neville Rodie & Shaw
New York
$250K
PTC
627
Private Trust Company
Ohio
$249K +$31.3K +538 +14%
FHB
628
First Hawaiian Bank
Hawaii
$248K -$23.2K -399 -9%
F
629
F3Logic
Minnesota
$244K -$63.8K -1,095 -21%
HPC
630
HM Payson & Co
Maine
$243K +$21.3K +365 +10%
CGL
631
Clarius Group LLC
Washington
$242K -$6K -103 -2%
WI
632
WrapManager Inc
California
$241K -$50.2K -863 -17%
DW
633
Domani Wealth
Pennsylvania
$241K
PIM
634
Perpetual Investment Management
Australia
$238K +$242K +4,151 New
AWC
635
Abundance Wealth Counselors
Pennsylvania
$235K +$9.43K +162 +4%
AIP
636
Almanack Investment Partners
Pennsylvania
$235K +$21.5K +370 +10%
MWP
637
Meridian Wealth Partners
Pennsylvania
$234K +$349 +6 +0.1%
SWP
638
Stratos Wealth Partners
Ohio
$233K -$990 -17 -0.4%
CCM
639
Cribstone Capital Management
Maine
$233K
BUB
640
BBVA USA Bancshares
Texas
$232K -$699 -12 -0.3%
MCM
641
Mainstay Capital Management
Michigan
$232K
W
642
WealthOne
New York
$232K +$1.16K +20 +0.5%
GP
643
Girard Partners
Pennsylvania
$230K -$110K -1,885 -32%
DWT
644
Dorsey & Whitney Trust
South Dakota
$230K -$3.78K -65 -2%
RB
645
Renasant Bank
Mississippi
$230K +$229K +3,935 New
ACI
646
Alpha Cubed Investments
California
$229K
RA
647
Reby Advisors
Connecticut
$229K +$229K +3,926 New
QCM
648
Quantinno Capital Management
New York
$228K
PTP
649
Platform Technology Partners
New York
$228K +$175 +3 +0.1%
LWMG
650
Levy Wealth Management Group
Pennsylvania
$227K +$227K +3,893 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.