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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
LAS
751
Lloyd Advisory Services
Georgia
$58K -$4.25K -73 -7%
PFBT
752
Parkside Financial Bank & Trust
Missouri
$56K +$23.9K +410 +76%
EWM
753
Endurance Wealth Management
Rhode Island
$55K
GWM
754
Greenhouse Wealth Management
Connecticut
$54K +$54.1K +930 New
SCM
755
Silvant Capital Management
Georgia
$53K
CWA
756
Carolina Wealth Advisors
South Carolina
$52K
FCA
757
FinTrust Capital Advisors
South Carolina
$52K
TI
758
Truehand Inc
New Hampshire
$52K
JFA
759
JNBA Financial Advisors
Minnesota
$51K
PMFA
760
Plante Moran Financial Advisors
Michigan
$51K +$51.2K +880 New
CBT
761
CoreFirst Bank & Trust
Kansas
$50K +$50.3K +864 New
PCIA
762
Prime Capital Investment Advisors
Kansas
$49K -$1.57K -27 -3%
BCA
763
Berman Capital Advisors
Georgia
$49K +$2.62K +45 +6%
ECM
764
Estabrook Capital Management
New York
$48.6K
MCA
765
Mercer Capital Advisers
New Jersey
$48K
CFA
766
Carroll Financial Associates
North Carolina
$47K -$116 -2 -0.2%
TSW
767
Thompson Siegel & Walmsley
Virginia
$47K
MCM
768
MV Capital Management
Maryland
$44K
MIFH
769
Migdal Insurance & Financial Holdings
Israel
$44K +$43.9K +754 New
CA
770
Centerpoint Advisors
Massachusetts
$42K
APWA
771
Atlas Private Wealth Advisors
New Jersey
$42K +$4.66K +80 +13%
SWM
772
Sugarloaf Wealth Management
Georgia
$40K +$349 +6 +0.9%
SIC
773
Salem Investment Counselors
North Carolina
$39K
CI
774
CX Institutional
Indiana
$39K +$5.01K +86 +15%
ATC
775
Adirondack Trust Company
New York
$38K

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.