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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
CFN
676
Cordasco Financial Network
Florida
$114K
MPWT
677
MassMutual Private Wealth & Trust
Connecticut
$114K +$24.3K +458 +28%
RFA
678
Reilly Financial Advisors
California
$111K
SBSB
679
Sullivan, Bruyette, Speros & Blaney
Virginia
$109K +$105K +1,986 New
IA
680
IFP Advisors
Florida
$107K -$28.8K -543 -22%
SFPG
681
Stonebridge Financial Planning Group
Florida
$107K
BBHC
682
Brown Brothers Harriman & Co
New York
$106K
CIA
683
CSat Investment Advisory
Michigan
$106K +$9.11K +172 +10%
HI
684
Hudock Inc
Pennsylvania
$105K
SNT
685
Security National Trust
West Virginia
$104K
T
686
TOBAM
France
$103K +$99K +1,870 New
PFS
687
Prospera Financial Services
Texas
$97K +$93.2K +1,760 New
Twin Tree Management
688
Twin Tree Management
Texas
$97K +$93.9K +1,774 New
SFS
689
Sowell Financial Services
Arkansas
$92K -$202K -3,818 -69%
BBA
690
Braun-Bostich & Associates
Pennsylvania
$88K
LFG
691
LifePlan Financial Group
Ohio
$86K
WTC
692
WhitTier Trust Company
Nevada
$85K -$7.89K -149 -9%
PCM
693
Penserra Capital Management
California
$85K -$6.14K -116 -7%
MA
694
MCF Advisors
Kentucky
$83K
BEI
695
Benjamin Edwards Inc
Missouri
$81K +$48.8K +921 +165%
CSPIA
696
Cary Street Partners Investment Advisory
Virginia
$81K +$78.3K +1,479 New
FMII
697
Farmers & Merchants Investments Inc
Nebraska
$80K +$530 +10 +0.7%
AA
698
Advisory Alpha
Michigan
$80K +$74.1K +1,400 New
OSAM
699
O'Shaughnessy Asset Management
Connecticut
$79K -$8.42K -159 -10%
SL
700
Savior LLC
Massachusetts
$77K +$477 +9 +0.6%

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.