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Public Service Enterprise Group

839 hedge funds and large institutions have $19.5B invested in Public Service Enterprise Group in 2020 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 276 increasing their positions, 309 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

251% more call options, than puts

Call options by funds: $34M | Put options by funds: $9.69M

167% more funds holding in top 10

Funds holding in top 10: 38 (+5)

45% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 62

11% more capital invested

Capital invested by funds: $17.5B → $19.5B (+$1.98B)

2% more funds holding

Funds holding: 819839 (+20)

0.21% less ownership

Funds ownership: 70.38%70.17% (-0.21%)

11% less repeat investments, than reductions

Existing positions increased: 276 | Existing positions reduced: 309

Holders
839
Holders Change
+20
Holders Change %
+2.44%
% of All Funds
16.93%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.16%
New
90
Increased
276
Reduced
309
Closed
62
Calls
$34M
Puts
$9.69M
Net Calls
+$24.4M
Net Calls Change
-$6.84M
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
651
Hanson & Doremus Investment Management
Vermont
$187K -$6.83K -129 -4%
JWM
652
Jeppson Wealth Management
California
$187K +$180K +3,400 New
BAM
653
Belpointe Asset Management
Nevada
$186K +$8.63K +163 +5%
BFG
654
Baron Financial Group
New Jersey
$183K +$176K +3,328 New
VC
655
Veracity Capital
Georgia
$176K -$1.59K -30 -0%
KFS
656
Kelly Financial Services
Massachusetts
$174K
NFG
657
Next Financial Group
Texas
$166K +$160K +3,013 New
ADL
658
Asset Dedication LLC
California
$162K -$42.4K -800 -21%
LWA
659
Lenox Wealth Advisors
New York
$161K
BAM
660
Barrett Asset Management
New York
$156K
FWM
661
Focused Wealth Management
New York
$155K +$106 +2 +0.1%
RAM
662
Riggs Asset Management
Pennsylvania
$147K +$16.1K +304 +42%
AWA
663
Arkadios Wealth Advisors
Georgia
$143K +$17.1K +322 +16%
APC
664
Aspire Private Capital
North Carolina
$140K -$12.7K -239 -9%
NNP
665
Nachman Norwood & Parrott
South Carolina
$139K +$134K +2,530 New
PA
666
Parallel Advisors
California
$138K -$1.8K -34 -1%
HFM
667
Hartford Financial Management
Connecticut
$137K
Parallax Volatility Advisers
668
Parallax Volatility Advisers
California
$132K +$97.3K +1,838 +320%
ONST
669
Old North State Trust
North Carolina
$128K +$123K +2,324 New
IRC
670
Investors Research Corp
Georgia
$125K
PCG
671
Private Capital Group
Connecticut
$124K +$106 +2 +0.1%
CAW
672
Cornerstone Advisors (Washington)
Washington
$122K +$11.8K +223 +11%
KTC
673
Kistler-Tiffany Companies
Pennsylvania
$120K +$265 +5 +0.2%
MCM
674
Manchester Capital Management
Vermont
$119K
QCG
675
Quadrant Capital Group
Ohio
$117K -$2.28K -43 -2%

PEG Hedge Fund Activity: Q3 2020 in Review

839 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2020, worth a combined $19.5B — up 11% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new PEG positions and 62 closed out — a net gain of 28 holders — while 276 added to existing stakes and 309 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $430M. The largest seller was Nordea Investment Management, cutting an estimated $357M.

  • 839 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2020, up from 819 in Q2 2020.
  • Funds reported $19.5B of Public Service Enterprise Group stock for Q3 2020, up 11% quarter-over-quarter.
  • 90 funds opened new Public Service Enterprise Group positions in Q3 2020 and 62 closed out, a net change of +28 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2020 was T. Rowe Price Associates, an estimated $430M added.
  • The largest Public Service Enterprise Group seller in Q3 2020 was Nordea Investment Management, an estimated $357M sold.

Based on aggregated 13F filings for Q3 2020.