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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
LC
776
Lindbrook Capital
California
$20K -$37.3K -704 -66%
EARNEST Partners
777
EARNEST Partners
Georgia
$20K +$19.6K +370 New
PFWA
778
Paces Ferry Wealth Advisors
Georgia
$19K +$17.9K +338 New
PFO
779
Pathstone Family Office
New Jersey
$19K +$18.1K +341 New
TAIM
780
TD Ameritrade Investment Management
Nebraska
$18K -$5.67K -107 -25%
IFAM
781
Institutional & Family Asset Management
Colorado
$18K +$1.75K +33 +11%
BWP
782
Baldwin Wealth Partners
Massachusetts
$17K
HCM
783
Highlander Capital Management
New Jersey
$17K
PCFFS
784
Pacific Center for Financial Services
California
$17K
SLF
785
Sun Life Financial
Ontario, Canada
$17K +$53 +1 +0.3%
BWM
786
Baystate Wealth Management
Massachusetts
$17K +$16.7K +315 New
RWA
787
Ropes Wealth Advisors
Massachusetts
$16K
SIAP
788
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$16K
WB
789
Webster Bank
Connecticut
$16K
CPW
790
Catalyst Private Wealth
California
$16K +$15.3K +289 New
FFA
791
Founders Financial Alliance
North Carolina
$16K +$15.7K +296 New
TFGT
792
TS Financial Group (TSFG)
Illinois
$15K
TC
793
Truvestments Capital
Florida
$14K -$1.91K -36 -12%
BC
794
Bartlett & Co
Ohio
$14K
FMP
795
Financial Management Professionals
Texas
$14K
JWA
796
JFS Wealth Advisors
Pennsylvania
$14K
BCWM
797
Bartlett & Co Wealth Management
Ohio
$13.7K
SIS
798
Sound Income Strategies
Florida
$13K
FP
799
Financial Perspectives
Minnesota
$11.5K
EAM
800
Eukles Asset Management
Ohio
$11K

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.