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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
FMT
651
First Mercantile Trust
Tennessee
$225K -$17.9K -307 -7%
EFS
652
Essex Financial Services
Connecticut
$225K
CCM
653
Coldstream Capital Management
Washington
$225K +$225K +3,858 New
VI
654
Versor Investments
New York
$224K +$224K +3,842 New
CCP
655
Corient Capital Partners
California
$224K +$224K +3,847 New
Bank Julius Baer & Co
656
Bank Julius Baer & Co
Switzerland
$223K -$6.81K -117 -3%
CCMG
657
Clark Capital Management Group
Pennsylvania
$222K +$221K +3,800 New
EP
658
Eudaimonia Partners
Tennessee
$220K -$2.44K -42 -1%
SSB
659
Sandy Spring Bank
Maryland
$219K -$61.9K -1,063 -22%
KFC
660
Klingenstein Fields & Co
New York
$219K +$219K +3,764 New
FFN
661
Focus Financial Network
Minnesota
$219K +$219K +3,753 New
TCM
662
Towercrest Capital Management
Pennsylvania
$217K -$6.93K -119 -3%
S
663
SignatureFD
Georgia
$216K -$44.9K -772 -17%
PCM
664
Palisade Capital Management
New Jersey
$216K
CTC
665
Central Trust Company
Missouri
$215K -$30.6K -525 -12%
VAM
666
Verity Asset Management
North Carolina
$215K
SCM
667
Schnieders Capital Management
California
$214K -$30.3K -520 -12%
GIA
668
Gladstone Institutional Advisory
Florida
$214K -$17.6K -302 -8%
BTWM
669
Baker Tilly Wealth Management
Wisconsin
$214K +$214K +3,667 New
AWM
670
Altavista Wealth Management
North Carolina
$212K +$212K +3,635 New
WC
671
Woodstock Corp
Massachusetts
$212K +$212K +3,637 New
BAM
672
Belpointe Asset Management
Nevada
$210K +$11.6K +200 +6%
LA
673
Legacy Advisors
Pennsylvania
$209K +$209K +3,582 New
ST
674
Sabal Trust
Florida
$208K +$208K +3,569 New
PNC
675
Park National Corp
Ohio
$207K +$207K +3,559 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.