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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
UF
676
Univest Financial
Pennsylvania
$206K +$205K +3,522 New
WT
677
Whittier Trust
California
$205K
SCM
678
Shelton Capital Management
Colorado
$203K -$1.6M -27,500 -89%
CFGS
679
Concourse Financial Group Securities
Alabama
$202K +$582 +10 +0.3%
HVP
680
Hudson Value Partners
Florida
$200K +$203K +3,490 New
BFG
681
Baron Financial Group
New Jersey
$195K +$1.28K +22 +0.7%
SFP
682
Sterling Financial Planning
New Jersey
$185K +$184K +3,165 New
KFS
683
Kelly Financial Services
Massachusetts
$184K
BSSFA
684
Baron Silver Stevens Financial Advisors
Florida
$181K +$181K +3,106 New
VC
685
Veracity Capital
Georgia
$174K -$2.75M -47,298 -70%
ADL
686
Asset Dedication LLC
California
$172K
LWA
687
Lenox Wealth Advisors
New York
$171K
JIR
688
James Investment Research
Ohio
$168K -$3.42M -58,724 -95%
TCOV
689
Trust Company of Vermont
Vermont
$166K -$95.3K -1,636 -36%
BAM
690
Barrett Asset Management
New York
$166K
NFG
691
Next Financial Group
Texas
$159K -$17.1K -294 -10%
AWA
692
Arkadios Wealth Advisors
Georgia
$157K +$17.9K +307 +13%
SWP
693
ShoreHaven Wealth Partners
New Jersey
$156K +$157K +2,689 New
PWPS
694
Pinnacle Wealth Planning Services
Ohio
$153K +$152K +2,618 New
ASBI
695
American State Bank (Iowa)
Iowa
$149K +$148K +2,550 New
HFM
696
Hartford Financial Management
Connecticut
$146K
APC
697
Aspire Private Capital
North Carolina
$143K -$6K -103 -4%
QCG
698
Quadrant Capital Group
Ohio
$143K +$19.4K +333 +16%
FWM
699
Focused Wealth Management
New York
$141K -$23.2K -398 -14%
SBSB
700
Sullivan, Bruyette, Speros & Blaney
Virginia
$137K +$21.1K +362 +18%

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.