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Public Service Enterprise Group

881 hedge funds and large institutions have $21.8B invested in Public Service Enterprise Group in 2021 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 324 increasing their positions, 288 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more call options, than puts

Call options by funds: $59.5M | Put options by funds: $10.5M

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

35% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 57

13% more repeat investments, than reductions

Existing positions increased: 324 | Existing positions reduced: 288

1% more funds holding

Funds holding: 870881 (+11)

3% more capital invested

Capital invested by funds: $21.1B → $21.8B (+$638M)

0.58% more ownership

Funds ownership: 70.22%70.81% (+0.58%)

Holders
881
Holders Change
+11
Holders Change %
+1.26%
% of All Funds
15.42%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
77
Increased
324
Reduced
288
Closed
57
Calls
$59.5M
Puts
$10.5M
Net Calls
+$49M
Net Calls Change
-$6.04M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
701
Bank Julius Baer & Co
Switzerland
$159K -$21.1K -338 -11%
ASBI
702
American State Bank (Iowa)
Iowa
$155K
HFM
703
Hartford Financial Management
Connecticut
$155K +$3.31K +53 +2%
AF
704
Advisornet Financial
Minnesota
$152K +$51.7K +828 +50%
MHR
705
Matthew Hamilton Rosenberg
$151K
BEI
706
Benjamin Edwards Inc
Missouri
$147K +$29.5K +472 +24%
KFI
707
Key Financial Inc
Pennsylvania
$142K
NFG
708
Next Financial Group
Texas
$140K +$2.56K +41 +2%
BCA
709
Berman Capital Advisors
Georgia
$140K +$44K +704 +44%
IRC
710
Investors Research Corp
Georgia
$139K
MCM
711
Manchester Capital Management
Vermont
$138K +$624 +10 +0.4%
NICM
712
Neo Ivy Capital Management
New York
$136K +$173K +2,765 New
CF
713
Centaurus Financial
California
$135K +$375 +6 +0.3%
OSAM
714
O'Shaughnessy Asset Management
Connecticut
$131K +$46.5K +745 +53%
BU
715
BBVA USA
Alabama
$130K -$31.3K -502 -19%
PCG
716
Private Capital Group
Connecticut
$128K -$999 -16 -0.8%
SOW
717
State of Wyoming
Wyoming
$127K +$120K +1,915 +1,088%
RFA
718
Reilly Financial Advisors
California
$124K
HSA
719
Hussman Strategic Advisors
Maryland
$122K -$187K -3,000 -60%
CFN
720
Cordasco Financial Network
Florida
$118K
HI
721
Hudock Inc
Pennsylvania
$117K +$375 +6 +0.3%
SNT
722
Security National Trust
West Virginia
$114K
T
723
TOBAM
France
$114K
APP
724
Alpha Paradigm Partners
Illinois
$109K -$267K -4,271 -71%
WTC
725
WhitTier Trust Company
Nevada
$104K +$3.19K +51 +3%

PEG Hedge Fund Activity: Q3 2021 in Review

881 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Public Service Enterprise Group (PEG) for Q3 2021, worth a combined $21.8B — up 3% from $21.1B a quarter earlier.

Buyers outnumbered sellers: 77 funds opened new PEG positions and 57 closed out — a net gain of 20 holders — while 324 added to existing stakes and 288 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $168M. The largest seller was Franklin Resources, cutting an estimated $132M.

  • 881 institutional investors held Public Service Enterprise Group (PEG) as of Q3 2021, up from 870 in Q2 2021.
  • Funds reported $21.8B of Public Service Enterprise Group stock for Q3 2021, up 3% quarter-over-quarter.
  • 77 funds opened new Public Service Enterprise Group positions in Q3 2021 and 57 closed out, a net change of +20 holders.
  • The largest Public Service Enterprise Group buyer in Q3 2021 was Capital Research Global Investors, an estimated $168M added.
  • The largest Public Service Enterprise Group seller in Q3 2021 was Franklin Resources, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2021.